Ballentine 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 | $5.07M | Sell |
16,249
-1,301
| -7% | -$406K | 0.08% | 91 |
|
|
2025
Q1 | $9.19M | Buy |
17,550
+448
| +3% | +$235K | 0.16% | 55 |
|
|
2024
Q4 | $8.65M | Sell |
17,102
-229
| -1% | -$116K | 0.15% | 55 |
|
|
2024
Q3 | $10.1M | Buy |
17,331
+809
| +5% | +$473K | 0.17% | 49 |
|
|
2024
Q2 | $8.41M | Sell |
16,522
-2,981
| -15% | -$1.52M | 0.16% | 51 |
|
|
2024
Q1 | $9.65M | Sell |
19,503
-229
| -1% | -$113K | 0.18% | 47 |
|
|
2023
Q4 | $10.4M | Buy |
19,732
+1,378
| +8% | +$725K | 0.21% | 46 |
|
|
2023
Q3 | $9.25M | Buy |
18,354
+1,139
| +7% | +$574K | 0.22% | 46 |
|
|
2023
Q2 | $8.27M | Buy |
17,215
+4,277
| +33% | +$2.06M | 0.19% | 48 |
|
|
2023
Q1 | $6.11M | Sell |
12,938
-2,320
| -15% | -$1.1M | 0.15% | 51 |
|
|
2022
Q4 | $8.09M | Buy |
15,258
+1,624
| +12% | +$861K | 0.24% | 42 |
|
|
2022
Q3 | $6.89M | Buy |
13,634
+1,536
| +13% | +$776K | 0.24% | 40 |
|
|
2022
Q2 | $6.21M | Buy |
12,098
+1,000
| +9% | +$514K | 0.22% | 43 |
|
|
2022
Q1 | $5.66M | Buy |
11,098
+359
| +3% | +$183K | 0.18% | 50 |
|
|
2021
Q4 | $5.39M | Buy |
10,739
+1,727
| +19% | +$867K | 0.16% | 52 |
|
|
2021
Q3 | $3.52M | Buy |
9,012
+36
| +0.4% | +$14.1K | 0.12% | 62 |
|
|
2021
Q2 | $3.59M | Buy |
8,976
+24
| +0.3% | +$9.61K | 0.12% | 58 |
|
|
2021
Q1 | $3.33M | Sell |
8,952
-133
| -1% | -$49.5K | 0.12% | 58 |
|
|
2020
Q4 | $3.19M | Sell |
9,085
-1,462
| -14% | -$513K | 0.13% | 55 |
|
|
2020
Q3 | $3.29M | Sell |
10,547
-939
| -8% | -$293K | 0.15% | 54 |
|
|
2020
Q2 | $3.39M | Sell |
11,486
-1,889
| -14% | -$557K | 0.16% | 52 |
|
|
2020
Q1 | $3.34M | Buy |
13,375
+3,241
| +32% | +$808K | 0.19% | 50 |
|
|
2019
Q4 | $2.98M | Sell |
10,134
-199
| -2% | -$58.5K | 0.14% | 64 |
|
|
2019
Q3 | $2.25M | Buy |
10,333
+140
| +1% | +$30.4K | 0.11% | 85 |
|
|
2019
Q2 | $2.49M | Buy |
10,193
+834
| +9% | +$203K | 0.12% | 79 |
|
|
2019
Q1 | $2.31M | Buy |
9,359
+209
| +2% | +$51.7K | 0.12% | 66 |
|
|
2018
Q4 | $2.28M | Buy |
9,150
+53
| +0.6% | +$13.2K | 0.13% | 63 |
|
|
2018
Q3 | $2.42M | Buy |
9,097
+59
| +0.7% | +$15.7K | 0.13% | 65 |
|
|
2018
Q2 | $2.22M | Buy |
9,038
+202
| +2% | +$49.6K | 0.12% | 61 |
|
|
2018
Q1 | $1.89M | Sell |
8,836
-958
| -10% | -$205K | 0.11% | 65 |
|
|
2017
Q4 | $2.16M | Sell |
9,794
-1,917
| -16% | -$423K | 0.12% | 63 |
|
|
2017
Q3 | $2.29M | Buy |
11,711
+237
| +2% | +$46.4K | 0.13% | 59 |
|
|
2017
Q2 | $2.18M | Buy |
11,474
+1,601
| +16% | +$304K | 0.16% | 63 |
|
|
2017
Q1 | $1.62M | Buy |
9,873
+3,700
| +60% | +$607K | 0.12% | 47 |
|
|
2016
Q4 | $984K | Buy |
6,173
+99
| +2% | +$15.8K | 0.08% | 68 |
|
|
2016
Q3 | $850K | Buy |
6,074
+430
| +8% | +$60.2K | 0.07% | 68 |
|
|
2016
Q2 | $797K | Buy |
5,644
+230
| +4% | +$32.5K | 0.07% | 79 |
|
|
2016
Q1 | $698K | Buy |
5,414
+750
| +16% | +$96.7K | 0.06% | 86 |
|
|
2015
Q4 | $548K | Buy |
4,664
+897
| +24% | +$105K | 0.05% | 87 |
|
|
2015
Q3 | $437K | Buy |
3,767
+357
| +10% | +$41.4K | 0.05% | 97 |
|
|
2015
Q2 | $416K | Buy |
3,410
+32
| +0.9% | +$3.9K | 0.04% | 105 |
|
|
2015
Q1 | $399K | Buy |
3,378
+536
| +19% | +$63.3K | 0.04% | 106 |
|
|
2014
Q4 | $288K | Sell |
2,842
-162
| -5% | -$16.4K | 0.03% | 126 |
|
|
2014
Q3 | $259K | Buy |
3,004
+313
| +12% | +$27K | 0.03% | 128 |
|
|
2014
Q2 | $220K | Sell |
2,691
-96
| -3% | -$7.85K | 0.03% | 129 |
|
|
2014
Q1 | $228K | Buy |
+2,787
| New | +$228K | 0.03% | 128 |
|