B
Bailard’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2M | Sell |
74,473
-1,402
| -2% | -$437K | 0.54% | 45 |
|
|
2025
Q1 | $39.7M | Buy |
75,875
+581
| +0.8% | +$304K | 1.03% | 23 |
|
|
2024
Q4 | $38.1M | Sell |
75,294
-393
| -0.5% | -$199K | 0.97% | 22 |
|
|
2024
Q3 | $44.3M | Sell |
75,687
-1,186
| -2% | -$693K | 1.15% | 18 |
|
|
2024
Q2 | $39.1M | Sell |
76,873
-602
| -0.8% | -$307K | 1.08% | 20 |
|
|
2024
Q1 | $38.3M | Sell |
77,475
-1,186
| -2% | -$587K | 1.06% | 17 |
|
|
2023
Q4 | $41.4M | Buy |
78,661
+829
| +1% | +$436K | 1.23% | 16 |
|
|
2023
Q3 | $39.2M | Buy |
77,832
+2,727
| +4% | +$1.37M | 1.3% | 14 |
|
|
2023
Q2 | $36.1M | Sell |
75,105
-1,415
| -2% | -$680K | 1.26% | 15 |
|
|
2023
Q1 | $36.2M | Buy |
76,520
+2,254
| +3% | +$1.07M | 1.3% | 16 |
|
|
2022
Q4 | $39.4M | Buy |
74,266
+128
| +0.2% | +$67.9K | 1.5% | 14 |
|
|
2022
Q3 | $37.4M | Buy |
74,138
+1,014
| +1% | +$512K | 1.55% | 11 |
|
|
2022
Q2 | $37.6M | Sell |
73,124
-1,908
| -3% | -$980K | 1.48% | 12 |
|
|
2022
Q1 | $38.3M | Buy |
75,032
+1,476
| +2% | +$753K | 1.29% | 14 |
|
|
2021
Q4 | $36.9M | Buy |
73,556
+549
| +0.8% | +$276K | 1.18% | 15 |
|
|
2021
Q3 | $28.5M | Buy |
73,007
+1,144
| +2% | +$447K | 0.97% | 22 |
|
|
2021
Q2 | $28.8M | Sell |
71,863
-1,031
| -1% | -$413K | 0.99% | 22 |
|
|
2021
Q1 | $27.1M | Buy |
72,894
+27,141
| +59% | +$10.1M | 1.01% | 23 |
|
|
2020
Q4 | $16M | Buy |
45,753
+391
| +0.9% | +$137K | 0.73% | 29 |
|
|
2020
Q3 | $14.1M | Buy |
45,362
+713
| +2% | +$222K | 0.73% | 30 |
|
|
2020
Q2 | $13.2M | Buy |
44,649
+1,779
| +4% | +$525K | 0.74% | 28 |
|
|
2020
Q1 | $10.7M | Sell |
42,870
-506
| -1% | -$126K | 0.76% | 28 |
|
|
2019
Q4 | $12.8M | Buy |
43,376
+3,667
| +9% | +$1.08M | 0.72% | 28 |
|
|
2019
Q3 | $8.63M | Buy |
39,709
+4,675
| +13% | +$1.02M | 0.52% | 43 |
|
|
2019
Q2 | $8.55M | Sell |
35,034
-250
| -0.7% | -$61K | 0.52% | 43 |
|
|
2019
Q1 | $8.72M | Sell |
35,284
-211
| -0.6% | -$52.2K | 0.54% | 38 |
|
|
2018
Q4 | $8.84M | Sell |
35,495
-88
| -0.2% | -$21.9K | 0.6% | 37 |
|
|
2018
Q3 | $9.47M | Buy |
35,583
+273
| +0.8% | +$72.6K | 0.55% | 36 |
|
|
2018
Q2 | $8.66M | Buy |
35,310
+267
| +0.8% | +$65.5K | 0.52% | 43 |
|
|
2018
Q1 | $7.5M | Buy |
35,043
+677
| +2% | +$145K | 0.48% | 44 |
|
|
2017
Q4 | $7.58M | Buy |
34,366
+14,238
| +71% | +$3.14M | 0.48% | 40 |
|
|
2017
Q3 | $3.94M | Buy |
20,128
+2,883
| +17% | +$565K | 0.3% | 80 |
|
|
2017
Q2 | $3.2M | Hold |
17,245
| – | – | 0.26% | 99 |
|
|
2017
Q1 | $2.83M | Sell |
17,245
-592
| -3% | -$97.1K | 0.23% | 103 |
|
|
2016
Q4 | $2.86M | Buy |
17,837
+1,883
| +12% | +$301K | 0.26% | 100 |
|
|
2016
Q3 | $2.23M | Buy |
15,954
+2,513
| +19% | +$352K | 0.21% | 110 |
|
|
2016
Q2 | $1.9M | Buy |
13,441
+3,311
| +33% | +$468K | 0.23% | 109 |
|
|
2016
Q1 | $1.31M | Buy |
+10,130
| New | +$1.31M | 0.18% | 85 |
|
|
2015
Q4 | – | Sell |
-10,235
| Closed | -$1.19M | – | 338 |
|
|
2015
Q3 | $1.19M | Sell |
10,235
-445
| -4% | -$51.6K | 0.19% | 88 |
|
|
2015
Q2 | $1.3M | Sell |
10,680
-270
| -2% | -$32.9K | 0.2% | 87 |
|
|
2015
Q1 | $1.3M | Sell |
10,950
-255
| -2% | -$30.2K | 0.18% | 87 |
|
|
2014
Q4 | $1.13M | Buy |
11,205
+100
| +0.9% | +$10.1K | 0.16% | 91 |
|
|
2014
Q3 | $958K | Sell |
11,105
-318
| -3% | -$27.4K | 0.15% | 87 |
|
|
2014
Q2 | $934K | Sell |
11,423
-1,215
| -10% | -$99.3K | 0.14% | 88 |
|
|
2014
Q1 | $1.04M | Sell |
12,638
-601
| -5% | -$49.3K | 0.16% | 80 |
|
|
2013
Q4 | $997K | Sell |
13,239
-1,832
| -12% | -$138K | 0.16% | 85 |
|
|
2013
Q3 | $1.08M | Sell |
15,071
-15,826
| -51% | -$1.13M | 0.2% | 87 |
|
|
2013
Q2 | $2.02M | Buy |
+30,897
| New | +$2.02M | 0.37% | 63 |
|