BTWM
Baker Tilly Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Sell |
1,251
-25
| -2% | -$7.8K | 0.14% | 154 |
|
|
2025
Q1 | $668K | Buy |
1,276
+65
| +5% | +$34K | 0.26% | 95 |
|
|
2024
Q4 | $613K | Sell |
1,211
-153
| -11% | -$77.4K | 0.24% | 102 |
|
|
2024
Q3 | $798K | Sell |
1,364
-697
| -34% | -$408K | 0.35% | 69 |
|
|
2024
Q2 | $1.05M | Sell |
2,061
-3,032
| -60% | -$1.54M | 0.43% | 45 |
|
|
2024
Q1 | $2.52M | Sell |
5,093
-245
| -5% | -$121K | 0.46% | 49 |
|
|
2023
Q4 | $2.81M | Sell |
5,338
-990
| -16% | -$521K | 0.46% | 40 |
|
|
2023
Q3 | $3.19M | Sell |
6,328
-5,955
| -48% | -$3M | 0.53% | 37 |
|
|
2023
Q2 | $5.9M | Buy |
12,283
+706
| +6% | +$339K | 0.62% | 34 |
|
|
2023
Q1 | $5.47M | Buy |
11,577
+15
| +0.1% | +$7.09K | 0.62% | 37 |
|
|
2022
Q4 | $6.13M | Sell |
11,562
-656
| -5% | -$348K | 0.75% | 21 |
|
|
2022
Q3 | $6.17M | Sell |
12,218
-756
| -6% | -$382K | 0.84% | 15 |
|
|
2022
Q2 | $6.66M | Sell |
12,974
-1,246
| -9% | -$640K | 0.87% | 17 |
|
|
2022
Q1 | $7.25M | Buy |
14,220
+1,401
| +11% | +$714K | 0.8% | 19 |
|
|
2021
Q4 | $6.44M | Buy |
12,819
+1,324
| +12% | +$665K | 0.69% | 24 |
|
|
2021
Q3 | $4.49M | Buy |
11,495
+1,293
| +13% | +$505K | 0.59% | 29 |
|
|
2021
Q2 | $4.09M | Buy |
10,202
+1,334
| +15% | +$534K | 0.66% | 29 |
|
|
2021
Q1 | $3.3M | Buy |
8,868
+2,434
| +38% | +$906K | 0.68% | 27 |
|
|
2020
Q4 | $2.26M | Buy |
+6,434
| New | +$2.26M | 0.7% | 33 |
|