Baldwin Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
3,789
+1,200
| +46% | +$374K | 0.14% | 96 |
|
|
2025
Q1 | $1.36M | Sell |
2,589
-117
| -4% | -$61.3K | 0.16% | 75 |
|
|
2024
Q4 | $1.37M | Sell |
2,706
-94
| -3% | -$47.6K | 0.18% | 76 |
|
|
2024
Q3 | $1.64M | Buy |
2,800
+74
| +3% | +$43.3K | 0.21% | 71 |
|
|
2024
Q2 | $1.39M | Sell |
2,726
-107
| -4% | -$54.5K | 0.19% | 78 |
|
|
2024
Q1 | $1.4M | Buy |
2,833
+32
| +1% | +$15.8K | 0.19% | 84 |
|
|
2023
Q4 | $1.47M | Buy |
2,801
+160
| +6% | +$84.2K | 0.23% | 69 |
|
|
2023
Q3 | $1.33M | Sell |
2,641
-159
| -6% | -$80.2K | 0.22% | 73 |
|
|
2023
Q2 | $1.35M | Buy |
2,800
+380
| +16% | +$183K | 0.22% | 71 |
|
|
2023
Q1 | $1.14M | Sell |
2,420
-107
| -4% | -$50.6K | 0.2% | 76 |
|
|
2022
Q4 | $1.34M | Buy |
2,527
+105
| +4% | +$55.7K | 0.24% | 71 |
|
|
2022
Q3 | $1.22K | Sell |
2,422
-204
| -8% | -$103 | 0.25% | 69 |
|
|
2022
Q2 | $1.35K | Sell |
2,626
-299
| -10% | -$154 | 0.26% | 70 |
|
|
2022
Q1 | $1.49K | Sell |
2,925
-10
| -0.3% | -$5 | 0.23% | 76 |
|
|
2021
Q4 | $1.47K | Sell |
2,935
-145
| -5% | -$73 | 0.23% | 79 |
|
|
2021
Q3 | $1.2M | Buy |
3,080
+98
| +3% | +$38.3K | 0.21% | 82 |
|
|
2021
Q2 | $1.19M | Buy |
2,982
+358
| +14% | +$143K | 0.2% | 86 |
|
|
2021
Q1 | $976K | Sell |
2,624
-160
| -6% | -$59.5K | 0.18% | 103 |
|
|
2020
Q4 | $976K | Sell |
2,784
-31
| -1% | -$10.9K | 0.19% | 92 |
|
|
2020
Q3 | $878K | Buy |
2,815
+35
| +1% | +$10.9K | 0.21% | 87 |
|
|
2020
Q2 | $820K | Buy |
2,780
+35
| +1% | +$10.3K | 0.26% | 65 |
|
|
2020
Q1 | $685K | Buy |
2,745
+400
| +17% | +$99.8K | 0.24% | 62 |
|
|
2019
Q4 | $689K | Hold |
2,345
| – | – | 0.18% | 82 |
|
|
2019
Q3 | $510K | Buy |
2,345
+150
| +7% | +$32.6K | 0.15% | 102 |
|
|
2019
Q2 | $536K | Buy |
2,195
+975
| +80% | +$238K | 0.15% | 100 |
|
|
2019
Q1 | $302K | Buy |
1,220
+145
| +13% | +$35.9K | 0.09% | 134 |
|
|
2018
Q4 | $268K | Sell |
1,075
-50
| -4% | -$12.5K | 0.09% | 132 |
|
|
2018
Q3 | $299K | Hold |
1,125
| – | – | 0.09% | 137 |
|
|
2018
Q2 | $276K | Buy |
+1,125
| New | +$276K | 0.09% | 146 |
|
|
2015
Q4 | – | Sell |
-2,342
| Closed | -$272K | – | 125 |
|
|
2015
Q3 | $272K | Buy |
2,342
+240
| +11% | +$27.9K | 0.12% | 112 |
|
|
2015
Q2 | $256K | Sell |
2,102
-200
| -9% | -$24.4K | 0.11% | 118 |
|
|
2015
Q1 | $272K | Hold |
2,302
| – | – | 0.11% | 117 |
|
|
2014
Q4 | $233K | Buy |
+2,302
| New | +$233K | 0.09% | 125 |
|