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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $301K | Sell |
1,114
-28
| -2% | -$8.34K | 0.09% | 91 |
|
|
2025
Q4 | $377K | Buy |
1,142
+121
| +12% | +$41K | 0.1% | 82 |
|
|
2025
Q3 | $353K | Buy |
1,021
+2
| +0.2% | +$605 | 0.1% | 83 |
|
|
2025
Q2 | $318K | Sell |
1,019
-116
| -10% | -$44.3K | 0.09% | 86 |
|
|
2025
Q1 | $594K | Buy |
1,135
+31
| +3% | +$15.8K | 0.19% | 62 |
|
|
2024
Q4 | $558K | Sell |
1,104
-147
| -12% | -$83.5K | 0.17% | 68 |
|
|
2024
Q3 | $731K | Sell |
1,251
-37
| -3% | -$20.9K | 0.23% | 61 |
|
|
2024
Q2 | $656K | Sell |
1,288
-151
| -10% | -$74K | 0.21% | 60 |
|
|
2024
Q1 | $712K | Sell |
1,439
-10
| -0.7% | -$5.08K | 0.24% | 60 |
|
|
2023
Q4 | $763K | Sell |
1,449
-86
| -6% | -$45.9K | 0.28% | 53 |
|
|
2023
Q3 | $774K | Buy |
1,535
+64
| +4% | +$31.5K | 0.31% | 48 |
|
|
2023
Q2 | $707K | Sell |
1,471
-58
| -4% | -$28.4K | 0.27% | 43 |
|
|
2023
Q1 | $723K | Buy |
1,529
+84
| +6% | +$40.5K | 0.29% | 42 |
|
|
2022
Q4 | $766K | Hold |
1,445
| – | – | 0.34% | 40 |
|
|
2022
Q3 | $730K | Hold |
1,445
| – | – | 0.34% | 42 |
|
|
2022
Q2 | $742K | Buy |
1,445
+2
| +0.1% | +$1K | 0.33% | 41 |
|
|
2022
Q1 | $736K | Sell |
1,443
-336
| -19% | -$162K | 0.29% | 46 |
|
|
2021
Q4 | $893K | Sell |
1,779
-6
| -0.3% | -$2.72K | 0.34% | 39 |
|
|
2021
Q3 | $697K | Buy |
1,785
+17
| +1% | +$7.04K | 0.29% | 40 |
|
|
2021
Q2 | $708K | Buy |
1,768
+2
| +0.1% | +$797 | 0.3% | 39 |
|
|
2021
Q1 | $657K | Buy |
1,766
+20
| +1% | +$6.93K | 0.3% | 40 |
|
|
2020
Q4 | $612K | Sell |
1,746
-480
| -22% | -$161K | 0.32% | 41 |
|
|
2020
Q3 | $694K | Hold |
2,226
| – | – | 0.43% | 33 |
|
|
2020
Q2 | $657K | Buy |
2,226
+517
| +30% | +$148K | 0.47% | 32 |
|
|
2020
Q1 | $426K | Sell |
1,709
-12
| -0.7% | -$3.3K | 0.4% | 38 |
|
|
2019
Q4 | $506K | Buy |
+1,721
| New | +$450K | 0.37% | 43 |
|
Other funds holding UNH
VCM
VPM
