Baldwin Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Sell |
1,433
-181
| -11% | -$56.5K | 0.03% | 150 |
|
|
2025
Q1 | $845K | Sell |
1,614
-40
| -2% | -$21K | 0.06% | 107 |
|
|
2024
Q4 | $837K | Sell |
1,654
-288
| -15% | -$146K | 0.06% | 110 |
|
|
2024
Q3 | $1.14M | Buy |
1,942
+361
| +23% | +$211K | 0.08% | 119 |
|
|
2024
Q2 | $805K | Sell |
1,581
-1,094
| -41% | -$557K | 0.06% | 107 |
|
|
2024
Q1 | $1.32M | Sell |
2,675
-126
| -4% | -$62.3K | 0.1% | 98 |
|
|
2023
Q4 | $1.47M | Buy |
2,801
+61
| +2% | +$32.1K | 0.12% | 92 |
|
|
2023
Q3 | $1.38M | Sell |
2,740
-604
| -18% | -$305K | 0.12% | 95 |
|
|
2023
Q2 | $1.61M | Hold |
3,344
| – | – | 0.13% | 97 |
|
|
2023
Q1 | $1.58M | Sell |
3,344
-62
| -2% | -$29.3K | 0.14% | 99 |
|
|
2022
Q4 | $1.81M | Buy |
3,406
+109
| +3% | +$57.8K | 0.16% | 96 |
|
|
2022
Q3 | $1.67M | Sell |
3,297
-42
| -1% | -$21.2K | 0.23% | 57 |
|
|
2022
Q2 | $1.72M | Hold |
3,339
| – | – | 0.22% | 58 |
|
|
2022
Q1 | $1.7M | Buy |
3,339
+990
| +42% | +$505K | 0.18% | 63 |
|
|
2021
Q4 | $1.18M | Buy |
2,349
+33
| +1% | +$16.6K | 0.12% | 72 |
|
|
2021
Q3 | $905K | Buy |
2,316
+1,100
| +90% | +$430K | 0.1% | 74 |
|
|
2021
Q2 | $487K | Buy |
1,216
+30
| +3% | +$12K | 0.05% | 121 |
|
|
2021
Q1 | $441K | Hold |
1,186
| – | – | 0.05% | 118 |
|
|
2020
Q4 | $416K | Buy |
1,186
+179
| +18% | +$62.8K | 0.05% | 119 |
|
|
2020
Q3 | $314K | Hold |
1,007
| – | – | 0.04% | 132 |
|
|
2020
Q2 | $297K | Sell |
1,007
-281
| -22% | -$82.9K | 0.04% | 130 |
|
|
2020
Q1 | $321K | Hold |
1,288
| – | – | 0.06% | 117 |
|
|
2019
Q4 | $379K | Hold |
1,288
| – | – | 0.05% | 130 |
|
|
2019
Q3 | $280K | Buy |
1,288
+4
| +0.3% | +$870 | 0.04% | 147 |
|
|
2019
Q2 | $313K | Hold |
1,284
| – | – | 0.05% | 165 |
|
|
2019
Q1 | $317K | Hold |
1,284
| – | – | 0.05% | 167 |
|
|
2018
Q4 | $320K | Buy |
1,284
+35
| +3% | +$8.72K | 0.05% | 151 |
|
|
2018
Q3 | $332K | Hold |
1,249
| – | – | 0.05% | 167 |
|
|
2018
Q2 | $306K | Hold |
1,249
| – | – | 0.05% | 165 |
|
|
2018
Q1 | $267K | Hold |
1,249
| – | – | 0.04% | 172 |
|
|
2017
Q4 | $275K | Sell |
1,249
-22
| -2% | -$4.84K | 0.04% | 174 |
|
|
2017
Q3 | $249K | Buy |
1,271
+22
| +2% | +$4.31K | 0.04% | 174 |
|
|
2017
Q2 | $232K | Hold |
1,249
| – | – | 0.04% | 178 |
|
|
2017
Q1 | $205K | Buy |
1,249
+214
| +21% | +$35.1K | 0.03% | 187 |
|
|
2016
Q4 | $166K | Hold |
1,035
| – | – | 0.03% | 190 |
|
|
2016
Q3 | $145K | Sell |
1,035
-361
| -26% | -$50.6K | 0.03% | 198 |
|
|
2016
Q2 | $197K | Sell |
1,396
-17,688
| -93% | -$2.5M | 0.04% | 165 |
|
|
2016
Q1 | $2.46M | Sell |
19,084
-5,970
| -24% | -$770K | 0.44% | 49 |
|
|
2015
Q4 | $2.95M | Buy |
25,054
+195
| +0.8% | +$22.9K | 0.48% | 56 |
|
|
2015
Q3 | $2.88M | Sell |
24,859
-226
| -0.9% | -$26.2K | 0.49% | 53 |
|
|
2015
Q2 | $3.06M | Buy |
25,085
+291
| +1% | +$35.5K | 0.45% | 57 |
|
|
2015
Q1 | $2.93M | Sell |
24,794
-213
| -0.9% | -$25.2K | 0.43% | 59 |
|
|
2014
Q4 | $2.53M | Buy |
25,007
+1,949
| +8% | +$197K | 0.37% | 64 |
|
|
2014
Q3 | $1.99M | Buy |
23,058
+639
| +3% | +$55.1K | 0.28% | 77 |
|
|
2014
Q2 | $1.83M | Buy |
22,419
+233
| +1% | +$19.1K | 0.27% | 78 |
|
|
2014
Q1 | $1.82M | Sell |
22,186
-379
| -2% | -$31.1K | 0.29% | 71 |
|
|
2013
Q4 | $1.7M | Sell |
22,565
-12,704
| -36% | -$957K | 0.27% | 86 |
|
|
2013
Q3 | $2.53M | Buy |
35,269
+205
| +0.6% | +$14.7K | 0.46% | 58 |
|
|
2013
Q2 | $2.3M | Buy |
+35,064
| New | +$2.3M | 0.45% | 65 |
|