BAAM
Baker Avenue Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
6,327
+334
| +6% | +$104K | 0.06% | 191 |
|
|
2025
Q1 | $3.14M | Buy |
5,993
+4,513
| +305% | +$2.36M | 0.1% | 155 |
|
|
2024
Q4 | $749K | Sell |
1,480
-179
| -11% | -$90.6K | 0.02% | 259 |
|
|
2024
Q3 | $970K | Sell |
1,659
-48
| -3% | -$28.1K | 0.03% | 232 |
|
|
2024
Q2 | $869K | Buy |
1,707
+92
| +6% | +$46.8K | 0.03% | 230 |
|
|
2024
Q1 | $799K | Sell |
1,615
-2,750
| -63% | -$1.36M | 0.03% | 226 |
|
|
2023
Q4 | $2.3M | Buy |
4,365
+3,146
| +258% | +$1.66M | 0.1% | 146 |
|
|
2023
Q3 | $615K | Buy |
1,219
+20
| +2% | +$10.1K | 0.03% | 246 |
|
|
2023
Q2 | $576K | Sell |
1,199
-452
| -27% | -$217K | 0.03% | 253 |
|
|
2023
Q1 | $780K | Sell |
1,651
-6,582
| -80% | -$3.11M | 0.04% | 200 |
|
|
2022
Q4 | $4.36M | Sell |
8,233
-74
| -0.9% | -$39.2K | 0.26% | 84 |
|
|
2022
Q3 | $4.2M | Sell |
8,307
-2,334
| -22% | -$1.18M | 0.26% | 84 |
|
|
2022
Q2 | $5.47M | Buy |
10,641
+429
| +4% | +$220K | 0.36% | 68 |
|
|
2022
Q1 | $5.21M | Buy |
10,212
+1,547
| +18% | +$789K | 0.27% | 87 |
|
|
2021
Q4 | $4.35M | Buy |
8,665
+1,273
| +17% | +$639K | 0.22% | 90 |
|
|
2021
Q3 | $2.89M | Buy |
7,392
+699
| +10% | +$273K | 0.17% | 98 |
|
|
2021
Q2 | $2.68M | Buy |
6,693
+833
| +14% | +$334K | 0.15% | 101 |
|
|
2021
Q1 | $2.18M | Sell |
5,860
-691
| -11% | -$257K | 0.13% | 101 |
|
|
2020
Q4 | $2.3M | Buy |
6,551
+320
| +5% | +$112K | 0.16% | 94 |
|
|
2020
Q3 | $1.94M | Buy |
6,231
+214
| +4% | +$66.7K | 0.15% | 90 |
|
|
2020
Q2 | $1.78M | Sell |
6,017
-629
| -9% | -$186K | 0.15% | 90 |
|
|
2020
Q1 | $1.66M | Sell |
6,646
-268
| -4% | -$66.8K | 0.2% | 57 |
|
|
2019
Q4 | $2.03M | Sell |
6,914
-1,296
| -16% | -$381K | 0.15% | 111 |
|
|
2019
Q3 | $1.78M | Buy |
8,210
+668
| +9% | +$145K | 0.14% | 98 |
|
|
2019
Q2 | $1.84M | Buy |
7,542
+2,198
| +41% | +$536K | 0.15% | 95 |
|
|
2019
Q1 | $1.32M | Sell |
5,344
-289
| -5% | -$71.4K | 0.11% | 117 |
|
|
2018
Q4 | $1.4M | Sell |
5,633
-240
| -4% | -$59.8K | 0.14% | 110 |
|
|
2018
Q3 | $1.56M | Buy |
5,873
+259
| +5% | +$68.9K | 0.13% | 117 |
|
|
2018
Q2 | $1.38M | Buy |
5,614
+199
| +4% | +$48.8K | 0.12% | 121 |
|
|
2018
Q1 | $1.16M | Sell |
5,415
-615
| -10% | -$132K | 0.11% | 138 |
|
|
2017
Q4 | $1.33M | Buy |
6,030
+507
| +9% | +$112K | 0.13% | 115 |
|
|
2017
Q3 | $1.08M | Buy |
5,523
+250
| +5% | +$49K | 0.12% | 114 |
|
|
2017
Q2 | $978K | Buy |
5,273
+610
| +13% | +$113K | 0.13% | 105 |
|
|
2017
Q1 | $765K | Buy |
+4,663
| New | +$765K | 0.1% | 121 |
|