Ballentine Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.58M | Sell |
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|
2025
Q2 | $5.07M | Sell |
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|
2025
Q1 | $9.19M | Buy |
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|
2024
Q4 | $8.65M | Sell |
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|
2024
Q3 | $10.1M | Buy |
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|
2024
Q2 | $8.41M | Sell |
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|
2024
Q1 | $9.65M | Sell |
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|
2023
Q4 | $10.4M | Buy |
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|
2023
Q3 | $9.25M | Buy |
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|
2023
Q2 | $8.27M | Buy |
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|
2023
Q1 | $6.11M | Sell |
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|
2022
Q4 | $8.09M | Buy |
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|
2022
Q3 | $6.88M | Buy |
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|
2022
Q2 | $6.21M | Buy |
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|
2022
Q1 | $5.66M | Buy |
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|
2021
Q4 | $5.39M | Buy |
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|
2021
Q3 | $3.52M | Buy |
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|
2021
Q2 | $3.59M | Buy |
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|
2021
Q1 | $3.33M | Sell |
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|
2020
Q4 | $3.19M | Sell |
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|
2020
Q3 | $3.29M | Sell |
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|
2020
Q2 | $3.39M | Sell |
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|
2020
Q1 | $3.34M | Buy |
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|
2019
Q4 | $2.98M | Sell |
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|
2019
Q3 | $2.25M | Buy |
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|
2019
Q2 | $2.49M | Buy |
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|
2019
Q1 | $2.31M | Buy |
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|
2018
Q4 | $2.28M | Buy |
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|
2018
Q3 | $2.42M | Buy |
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|
2018
Q2 | $2.22M | Buy |
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|
2018
Q1 | $1.89M | Sell |
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|
2017
Q4 | $2.16M | Sell |
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|
2017
Q3 | $2.29M | Buy |
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|
2017
Q2 | $2.18M | Buy |
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|
2017
Q1 | $1.62M | Buy |
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|
2016
Q4 | $984K | Buy |
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|
2016
Q3 | $850K | Buy |
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|
2016
Q2 | $797K | Buy |
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|
2016
Q1 | $698K | Buy |
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|
2015
Q4 | $548K | Buy |
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|
2015
Q3 | $437K | Buy |
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|
2015
Q2 | $416K | Buy |
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|
2015
Q1 | $399K | Buy |
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|
2014
Q4 | $288K | Sell |
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|
2014
Q3 | $259K | Buy |
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|
2014
Q2 | $220K | Sell |
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|
2014
Q1 | $228K | Buy |
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