Badgley Phelps Wealth Managers’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Sell |
16,614
-32,405
| -66% | -$10.1M | 0.11% | 122 |
|
|
2025
Q1 | $25.7M | Sell |
49,019
-925
| -2% | -$484K | 0.62% | 44 |
|
|
2024
Q4 | $25.3M | Sell |
49,944
-2,040
| -4% | -$1.03M | 0.59% | 46 |
|
|
2024
Q3 | $30.4M | Sell |
51,984
-2,018
| -4% | -$1.18M | 0.71% | 39 |
|
|
2024
Q2 | $27.5M | Sell |
54,002
-797
| -1% | -$406K | 0.68% | 39 |
|
|
2024
Q1 | $27.1M | Buy |
54,799
+154
| +0.3% | +$76.2K | 0.68% | 41 |
|
|
2023
Q4 | $28.8M | Buy |
54,645
+5,110
| +10% | +$2.69M | 0.78% | 38 |
|
|
2023
Q3 | $25M | Sell |
49,535
-70
| -0.1% | -$35.3K | 0.85% | 37 |
|
|
2023
Q2 | $23.8M | Buy |
49,605
+3,303
| +7% | +$1.59M | 0.79% | 40 |
|
|
2023
Q1 | $21.9M | Buy |
46,302
+2,505
| +6% | +$1.18M | 0.81% | 40 |
|
|
2022
Q4 | $23.2M | Buy |
43,797
+240
| +0.6% | +$127K | 0.93% | 35 |
|
|
2022
Q3 | $22M | Buy |
43,557
+664
| +2% | +$335K | 0.94% | 32 |
|
|
2022
Q2 | $22M | Sell |
42,893
-154
| -0.4% | -$79.1K | 0.91% | 33 |
|
|
2022
Q1 | $22M | Sell |
43,047
-1,041
| -2% | -$531K | 0.76% | 47 |
|
|
2021
Q4 | $22.1M | Buy |
44,088
+855
| +2% | +$429K | 0.72% | 49 |
|
|
2021
Q3 | $16.9M | Buy |
+43,233
| New | +$16.9M | 0.61% | 55 |
|