BPB
Badgley, Phelps & Bell’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $17.1M | Sell |
42,751
-12,655
| -23% | -$5.07M | 0.64% | 53 |
|
|
2021
Q1 | $20.6M | Sell |
55,406
-2,984
| -5% | -$1.11M | 0.85% | 40 |
|
|
2020
Q4 | $20.5M | Sell |
58,390
-949
| -2% | -$333K | 0.89% | 38 |
|
|
2020
Q3 | $18.5M | Buy |
59,339
+606
| +1% | +$189K | 0.91% | 39 |
|
|
2020
Q2 | $17.3M | Buy |
58,733
+31
| +0.1% | +$9.14K | 0.95% | 33 |
|
|
2020
Q1 | $14.6M | Sell |
58,702
-1,426
| -2% | -$356K | 0.96% | 36 |
|
|
2019
Q4 | $17.7M | Sell |
60,128
-64
| -0.1% | -$18.8K | 0.93% | 37 |
|
|
2019
Q3 | $13.1M | Buy |
60,192
+685
| +1% | +$149K | 0.75% | 53 |
|
|
2019
Q2 | $14.5M | Sell |
59,507
-801
| -1% | -$195K | 0.85% | 44 |
|
|
2019
Q1 | $14.9M | Buy |
60,308
+317
| +0.5% | +$78.4K | 0.9% | 42 |
|
|
2018
Q4 | $14.9M | Buy |
59,991
+920
| +2% | +$229K | 1.08% | 25 |
|
|
2018
Q3 | $15.7M | Sell |
59,071
-542
| -0.9% | -$144K | 0.96% | 29 |
|
|
2018
Q2 | $14.6M | Sell |
59,613
-525
| -0.9% | -$129K | 0.95% | 28 |
|
|
2018
Q1 | $12.9M | Buy |
60,138
+2,812
| +5% | +$602K | 0.86% | 38 |
|
|
2017
Q4 | $12.6M | Sell |
57,326
-646
| -1% | -$142K | 0.87% | 37 |
|
|
2017
Q3 | $11.4M | Sell |
57,972
-353
| -0.6% | -$69.1K | 0.84% | 42 |
|
|
2017
Q2 | $10.8M | Buy |
58,325
+1,007
| +2% | +$187K | 0.84% | 40 |
|
|
2017
Q1 | $9.4M | Buy |
57,318
+55,797
| +3,668% | +$9.15M | 0.76% | 52 |
|
|
2016
Q4 | $243K | Sell |
1,521
-26
| -2% | -$4.15K | 0.02% | 141 |
|
|
2016
Q3 | $217K | Buy |
1,547
+91
| +6% | +$12.8K | 0.02% | 139 |
|
|
2016
Q2 | $206K | Buy |
+1,456
| New | +$206K | 0.02% | 144 |
|