Baker Ellis Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $256K | Sell |
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|
2024
Q4 | $313K | Sell |
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|
2024
Q3 | $429K | Buy |
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|
2024
Q2 | $348K | Hold |
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|
2024
Q1 | $338K | Sell |
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|
2023
Q4 | $418K | Sell |
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|
2023
Q3 | $451K | Sell |
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|
2023
Q2 | $478K | Sell |
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|
2023
Q1 | $481K | Buy |
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|
2022
Q4 | $527K | Hold |
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|
2022
Q3 | $502K | Sell |
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|
2022
Q2 | $606K | Sell |
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|
2022
Q1 | $617K | Sell |
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|
2021
Q4 | $612K | Hold |
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|
2021
Q3 | $492K | Sell |
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|
2021
Q2 | $508K | Hold |
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|
2021
Q1 | $472K | Sell |
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|
2020
Q4 | $456K | Hold |
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|
2020
Q3 | $405K | Sell |
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|
2020
Q2 | $395K | Hold |
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|
2020
Q1 | $334K | Hold |
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|
2019
Q4 | $394K | Sell |
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|
2019
Q3 | $334K | Hold |
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|
2019
Q2 | $376K | Hold |
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|
2019
Q1 | $381K | Sell |
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|
2018
Q4 | $421K | Hold |
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|
2018
Q3 | $450K | Hold |
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|
2018
Q2 | $415K | Sell |
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|
2018
Q1 | $383K | Sell |
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|
2017
Q4 | $406K | Sell |
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|
2017
Q3 | $370K | Sell |
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|
2017
Q2 | $415K | Sell |
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|
2017
Q1 | $392K | Sell |
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|
2016
Q4 | $431K | Sell |
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|
2016
Q3 | $398K | Buy |
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|
2016
Q2 | $387K | Hold |
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|
2016
Q1 | $353K | Hold |
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|
2015
Q4 | $322K | Buy |
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|
2015
Q3 | $306K | Hold |
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|
2015
Q2 | $322K | Sell |
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|
2015
Q1 | $360K | Hold |
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|
2014
Q4 | $307K | Sell |
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|
2014
Q3 | $271K | Sell |
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|
2014
Q2 | $289K | Buy |
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|
2014
Q1 | $274K | Sell |
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|
2013
Q4 | $274K | Buy |
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|
2013
Q3 | $236K | Buy |
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|
2013
Q2 | $151K | Buy |
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