BI
Ballast Inc’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,462
| Closed | -$7.57M | – | 230 |
|
|
2025
Q1 | $7.57M | Buy |
14,462
+207
| +1% | +$108K | 2.14% | 14 |
|
|
2024
Q4 | $7.21M | Sell |
14,255
-400
| -3% | -$202K | 2.06% | 14 |
|
|
2024
Q3 | $8.57M | Sell |
14,655
-113
| -0.8% | -$66.1K | 2.43% | 14 |
|
|
2024
Q2 | $7.52M | Buy |
14,768
+13
| +0.1% | +$6.62K | 2.31% | 14 |
|
|
2024
Q1 | $7.3M | Buy |
14,755
+2,146
| +17% | +$1.06M | 2.31% | 14 |
|
|
2023
Q4 | $6.64M | Sell |
12,609
-105
| -0.8% | -$55.3K | 2.29% | 14 |
|
|
2023
Q3 | $6.41M | Buy |
12,714
+9
| +0.1% | +$4.54K | 2.55% | 14 |
|
|
2023
Q2 | $6.11M | Buy |
12,705
+148
| +1% | +$71.1K | 2.34% | 13 |
|
|
2023
Q1 | $5.93M | Buy |
12,557
+156
| +1% | +$73.7K | 2.43% | 13 |
|
|
2022
Q4 | $6.57M | Sell |
12,401
-1,065
| -8% | -$565K | 2.87% | 12 |
|
|
2022
Q3 | $6.8M | Sell |
13,466
-100
| -0.7% | -$50.5K | 3.32% | 11 |
|
|
2022
Q2 | $6.97M | Sell |
13,566
-294
| -2% | -$151K | 3.25% | 11 |
|
|
2022
Q1 | $7.07M | Buy |
13,860
+294
| +2% | +$150K | 2.72% | 13 |
|
|
2021
Q4 | $6.81M | Sell |
13,566
-62
| -0.5% | -$31.1K | 2.65% | 14 |
|
|
2021
Q3 | $5.33M | Buy |
13,628
+54
| +0.4% | +$21.1K | 2.24% | 14 |
|
|
2021
Q2 | $5.44M | Buy |
13,574
+445
| +3% | +$178K | 2.29% | 14 |
|
|
2021
Q1 | $4.88M | Buy |
13,129
+225
| +2% | +$83.7K | 2.35% | 14 |
|
|
2020
Q4 | $4.53M | Sell |
12,904
-689
| -5% | -$242K | 2.31% | 14 |
|
|
2020
Q3 | $4.24M | Buy |
13,593
+307
| +2% | +$95.7K | 2.42% | 14 |
|
|
2020
Q2 | $3.92M | Buy |
13,286
+185
| +1% | +$54.6K | 2.46% | 15 |
|
|
2020
Q1 | $3.27M | Buy |
13,101
+1,147
| +10% | +$286K | 2.32% | 16 |
|
|
2019
Q4 | $3.51M | Buy |
11,954
+18
| +0.2% | +$5.29K | 1.94% | 18 |
|
|
2019
Q3 | $2.59M | Sell |
11,936
-127
| -1% | -$27.6K | 1.59% | 21 |
|
|
2019
Q2 | $2.94M | Buy |
12,063
+20
| +0.2% | +$4.88K | 1.83% | 20 |
|
|
2019
Q1 | $2.98M | Hold |
12,043
| – | – | 1.94% | 19 |
|
|
2018
Q4 | $3M | Sell |
12,043
-540
| -4% | -$135K | 2.3% | 17 |
|
|
2018
Q3 | $3.35M | Buy |
12,583
+503
| +4% | +$134K | 2.29% | 17 |
|
|
2018
Q2 | $2.96M | Hold |
12,080
| – | – | 2.3% | 17 |
|
|
2018
Q1 | $2.59M | Hold |
12,080
| – | – | 2.06% | 19 |
|
|
2017
Q4 | $2.66M | Buy |
+12,080
| New | +$2.66M | 2.25% | 19 |
|