Wormser Freres Gestion’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.9K | Hold |
128
| – | – | 0.02% | 42 |
|
|
2025
Q1 | $66.2K | Sell |
128
-181
| -59% | -$93.7K | 0.04% | 41 |
|
|
2024
Q4 | $159K | Buy |
309
+284
| +1,136% | +$146K | 0.09% | 34 |
|
|
2024
Q3 | $14.6K | Hold |
25
| – | – | 0.01% | 41 |
|
|
2024
Q2 | $13.2K | Hold |
25
| – | – | 0.01% | 42 |
|
|
2024
Q1 | $11.8K | Sell |
25
-7
| -22% | -$3.3K | 0.01% | 39 |
|
|
2023
Q4 | $16.8K | Buy |
+32
| New | +$16.8K | 0.01% | 39 |
|