WP Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.71M | Buy |
18,303
+13,208
| +259% | +$4.12M | 1.57% | 17 |
|
|
2025
Q1 | $2.67M | Buy |
5,095
+438
| +9% | +$229K | 0.89% | 27 |
|
|
2024
Q4 | $2.36M | Buy |
4,657
+29
| +0.6% | +$14.7K | 0.78% | 28 |
|
|
2024
Q3 | $2.71M | Sell |
4,628
-255
| -5% | -$149K | 0.99% | 22 |
|
|
2024
Q2 | $2.49M | Buy |
4,883
+25
| +0.5% | +$12.7K | 0.79% | 28 |
|
|
2024
Q1 | $2.4M | Buy |
4,858
+263
| +6% | +$130K | 0.79% | 29 |
|
|
2023
Q4 | $2.42M | Buy |
4,595
+47
| +1% | +$24.7K | 0.9% | 25 |
|
|
2023
Q3 | $2.29M | Buy |
4,548
+47
| +1% | +$23.7K | 0.95% | 25 |
|
|
2023
Q2 | $2.16M | Buy |
4,501
+57
| +1% | +$27.4K | 0.87% | 25 |
|
|
2023
Q1 | $2.1M | Buy |
4,444
+85
| +2% | +$40.2K | 0.87% | 29 |
|
|
2022
Q4 | $2.31M | Sell |
4,359
-22
| -0.5% | -$11.7K | 1.03% | 23 |
|
|
2022
Q3 | $2.21M | Buy |
4,381
+62
| +1% | +$31.3K | 1% | 21 |
|
|
2022
Q2 | $2.22M | Sell |
4,319
-1
| -0% | -$514 | 0.96% | 24 |
|
|
2022
Q1 | $2.2M | Sell |
4,320
-68
| -2% | -$34.7K | 0.91% | 24 |
|
|
2021
Q4 | $2.2M | Buy |
4,388
+70
| +2% | +$35.1K | 0.92% | 26 |
|
|
2021
Q3 | $1.69M | Sell |
4,318
-6
| -0.1% | -$2.34K | 0.69% | 30 |
|
|
2021
Q2 | $1.73M | Buy |
4,324
+109
| +3% | +$43.6K | 0.72% | 28 |
|
|
2021
Q1 | $1.57M | Sell |
4,215
-42
| -1% | -$15.6K | 0.68% | 28 |
|
|
2020
Q4 | $1.49M | Sell |
4,257
-33
| -0.8% | -$11.6K | 0.72% | 29 |
|
|
2020
Q3 | $1.34M | Buy |
4,290
+3,468
| +422% | +$1.08M | 0.81% | 29 |
|
|
2020
Q2 | $242K | Buy |
+822
| New | +$242K | 0.17% | 62 |
|