David Rolfe - Wedgewood Partners Inc
Holding/activity history for United Health Group Inc. (UNH)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q2 | 0 | 0.00 | Sell 100.00% | 0.64 | SEC | ||
| 2025 Q1 | 10,302 | 0.64 | Reduce 81.40% | 4.49 | $308.01 | $3,173,119 | SEC |
| 2024 Q4 | 55,384 | 5.52 | Reduce 4.57% | 0.29 | $505.86 | $28,016,781 | SEC |
| 2024 Q3 | 58,035 | 6.38 | Reduce 1.50% | 0.10 | $605.87 | $35,161,684 | SEC |
| 2024 Q2 | 58,920 | 6.80 | Reduce 2.11% | 0.13 | $565.29 | $33,306,692 | SEC |
| 2024 Q1 | 60,193 | 6.23 | Add 22.28% | 1.14 | $517.55 | $31,152,761 | SEC |
| 2023 Q4 | 49,224 | 5.35 | Reduce 1.89% | 0.11 | $516.85 | $25,441,461 | SEC |
| 2023 Q3 | 50,171 | 6.05 | Reduce 31.66% | 1.80 | $504.19 | $25,295,636 | SEC |
| 2023 Q2 | 73,417 | 5.69 | Reduce 2.41% | 0.15 | $480.62 | $35,286,000 | SEC |
| 2023 Q1 | 75,228 | 6.03 | Add 24.09% | 1.17 | $472.58 | $35,551,000 | SEC |
| 2022 Q4 | 60,622 | 5.90 | Reduce 0.40% | 0.02 | $530.17 | $32,140,000 | SEC |
| 2022 Q3 | 60,867 | 5.78 | Reduce 2.59% | 0.14 | $505.04 | $30,740,000 | SEC |
| 2022 Q2 | 62,486 | 5.54 | Reduce 1.15% | 0.05 | $513.62 | $32,094,000 | SEC |
| 2022 Q1 | 63,216 | 4.55 | Add 20.49% | 0.77 | $509.97 | $32,238,000 | SEC |
| 2021 Q4 | 52,466 | 3.50 | Add 0.95% | 0.03 | $502.13 | $26,345,000 | SEC |
| 2021 Q3 | 51,972 | 2.86 | Buy | 2.86 | $390.71 | $20,306,000 | SEC |
| 2006 Q1 | 0 | 0.00 | Sell 100.00% | 5.35 | SEC | ||
| 2005 Q4 | 533,919 | 5.35 | Buy | 5.35 | $31.05 | $16,578,000 | SEC |