BWFA
Baltimore-Washington Financial Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.37M | Sell |
23,611
-1,582
| -6% | -$494K | 0.34% | 74 |
|
|
2025
Q1 | $13.2M | Sell |
25,193
-561
| -2% | -$294K | 0.7% | 50 |
|
|
2024
Q4 | $13M | Sell |
25,754
-665
| -3% | -$336K | 0.67% | 49 |
|
|
2024
Q3 | $15.4M | Sell |
26,419
-571
| -2% | -$334K | 0.83% | 42 |
|
|
2024
Q2 | $13.7M | Sell |
26,990
-302
| -1% | -$154K | 0.79% | 45 |
|
|
2024
Q1 | $13.5M | Sell |
27,292
-524
| -2% | -$259K | 0.84% | 44 |
|
|
2023
Q4 | $14.6M | Buy |
27,816
+169
| +0.6% | +$89K | 1.01% | 35 |
|
|
2023
Q3 | $13.9M | Sell |
27,647
-678
| -2% | -$342K | 1.13% | 30 |
|
|
2023
Q2 | $13.6M | Sell |
28,325
-12,201
| -30% | -$5.86M | 1.08% | 33 |
|
|
2023
Q1 | $19.2M | Sell |
40,526
-3,013
| -7% | -$1.42M | 1.69% | 18 |
|
|
2022
Q4 | $23.1M | Sell |
43,539
-308
| -0.7% | -$163K | 2.26% | 9 |
|
|
2022
Q3 | $22.3M | Buy |
43,847
+278
| +0.6% | +$141K | 1.87% | 12 |
|
|
2022
Q2 | $22.4M | Buy |
43,569
+4,534
| +12% | +$2.33M | 2.39% | 7 |
|
|
2022
Q1 | $14.5M | Buy |
+39,035
| New | +$14.5M | 1.42% | 25 |
|
|
2021
Q4 | – | Sell |
-41,162
| Closed | -$16.1M | – | 13 |
|
|
2021
Q3 | $16.1M | Buy |
41,162
+1,459
| +4% | +$570K | 1.42% | 28 |
|
|
2021
Q2 | $15.9M | Buy |
39,703
+670
| +2% | +$268K | 1.48% | 26 |
|
|
2021
Q1 | $14.5M | Buy |
39,033
+1,050
| +3% | +$391K | 1.48% | 25 |
|
|
2020
Q4 | $13.3M | Buy |
37,983
+1,582
| +4% | +$555K | 1.45% | 27 |
|
|
2020
Q3 | $11.3M | Buy |
36,401
+909
| +3% | +$283K | 1.47% | 28 |
|
|
2020
Q2 | $10.5M | Buy |
35,492
+29
| +0.1% | +$8.55K | 1.44% | 27 |
|
|
2020
Q1 | $8.84M | Buy |
35,463
+410
| +1% | +$102K | 1.59% | 22 |
|
|
2019
Q4 | $10.3M | Buy |
35,053
+2,513
| +8% | +$739K | 1.51% | 28 |
|
|
2019
Q3 | $7.07M | Buy |
32,540
+855
| +3% | +$186K | 1.16% | 38 |
|
|
2019
Q2 | $7.73M | Buy |
31,685
+441
| +1% | +$108K | 1.3% | 32 |
|
|
2019
Q1 | $7.73M | Buy |
31,244
+1,643
| +6% | +$406K | 1.35% | 34 |
|
|
2018
Q4 | $7.37M | Buy |
29,601
+804
| +3% | +$200K | 1.52% | 33 |
|
|
2018
Q3 | $7.66M | Buy |
28,797
+2,646
| +10% | +$704K | 1.39% | 36 |
|
|
2018
Q2 | $6.42M | Buy |
26,151
+2,460
| +10% | +$604K | 1.27% | 41 |
|
|
2018
Q1 | $5.07M | Buy |
+23,691
| New | +$5.07M | 1.11% | 46 |
|
|
2015
Q4 | – | Sell |
-120
| Closed | -$13K | – | 244 |
|
|
2015
Q3 | $13K | Buy |
+120
| New | +$13K | ﹤0.01% | 180 |
|
|
2014
Q4 | – | Sell |
-8
| Closed | -$1K | – | 309 |
|
|
2014
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 280 |
|
|
2014
Q2 | – | Sell |
-254
| Closed | -$21K | – | 280 |
|
|
2014
Q1 | $21K | Buy |
+254
| New | +$21K | 0.01% | 177 |
|