Baldwin Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $496K | Buy |
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|
2025
Q2 | $447K | Sell |
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|
2025
Q1 | $845K | Sell |
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|
2024
Q4 | $837K | Sell |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $805K | Sell |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.47M | Buy |
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|
2023
Q3 | $1.38M | Sell |
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|
2023
Q2 | $1.61M | Hold |
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|
2023
Q1 | $1.58M | Sell |
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|
2022
Q4 | $1.81M | Buy |
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|
2022
Q3 | $1.67M | Sell |
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|
2022
Q2 | $1.72M | Hold |
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|
2022
Q1 | $1.7M | Buy |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $905K | Buy |
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|
2021
Q2 | $487K | Buy |
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|
2021
Q1 | $441K | Hold |
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|
2020
Q4 | $416K | Buy |
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|
2020
Q3 | $314K | Hold |
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|
2020
Q2 | $297K | Sell |
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|
2020
Q1 | $321K | Hold |
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|
2019
Q4 | $379K | Hold |
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|
2019
Q3 | $280K | Buy |
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|
2019
Q2 | $313K | Hold |
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|
2019
Q1 | $317K | Hold |
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|
2018
Q4 | $320K | Buy |
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|
2018
Q3 | $332K | Hold |
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|
2018
Q2 | $306K | Hold |
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|
2018
Q1 | $267K | Hold |
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|
2017
Q4 | $275K | Sell |
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|
2017
Q3 | $249K | Buy |
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|
2017
Q2 | $232K | Hold |
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|
2017
Q1 | $205K | Buy |
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|
2016
Q4 | $166K | Hold |
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|
2016
Q3 | $145K | Sell |
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|
2016
Q2 | $197K | Sell |
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|
2016
Q1 | $2.46M | Sell |
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|
2015
Q4 | $2.95M | Buy |
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|
2015
Q3 | $2.88M | Sell |
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|
2015
Q2 | $3.06M | Buy |
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|
2015
Q1 | $2.93M | Sell |
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|
2014
Q4 | $2.53M | Buy |
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|
2014
Q3 | $1.99M | Buy |
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|
2014
Q2 | $1.83M | Buy |
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|
2014
Q1 | $1.82M | Sell |
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|
2013
Q4 | $1.7M | Sell |
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|
2013
Q3 | $2.53M | Buy |
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|
2013
Q2 | $2.3M | Buy |
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