Ballast Advisors’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 | $318K | Sell |
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|
2025
Q1 | $594K | Buy |
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|
2024
Q4 | $558K | Sell |
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|
2024
Q3 | $731K | Sell |
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|
2024
Q2 | $656K | Sell |
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|
2024
Q1 | $712K | Sell |
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|
2023
Q4 | $763K | Sell |
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|
2023
Q3 | $774K | Buy |
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|
2023
Q2 | $707K | Sell |
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|
2023
Q1 | $723K | Buy |
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|
2022
Q4 | $766K | Hold |
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|
2022
Q3 | $730K | Hold |
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|
2022
Q2 | $742K | Buy |
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|
2022
Q1 | $736K | Sell |
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|
2021
Q4 | $893K | Sell |
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|
2021
Q3 | $697K | Buy |
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|
2021
Q2 | $708K | Buy |
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|
2021
Q1 | $657K | Buy |
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|
2020
Q4 | $612K | Sell |
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|
2020
Q3 | $694K | Hold |
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|
2020
Q2 | $657K | Buy |
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|
2020
Q1 | $426K | Sell |
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|
2019
Q4 | $506K | Buy |
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