BAMCO Inc’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 | – | Sell |
-6,000
| Closed | -$1.98M | – | 356 |
|
|
2025
Q4 | $1.98M | Buy |
6,000
+1,700
| +40% | +$576K | 0.01% | 282 |
|
|
2025
Q3 | $1.48M | Buy |
+4,300
| New | +$1.3M | ﹤0.01% | 291 |
|
|
2025
Q2 | – | Sell |
-56,890
| Closed | -$29.8M | – | 331 |
|
|
2025
Q1 | $29.8M | Buy |
56,890
+2,500
| +5% | +$1.28M | 0.09% | 169 |
|
|
2024
Q4 | $27.5M | Sell |
54,390
-2,500
| -4% | -$1.42M | 0.07% | 177 |
|
|
2024
Q3 | $33.3M | Buy |
56,890
+1,089
| +2% | +$616K | 0.09% | 166 |
|
|
2024
Q2 | $28.4M | Sell |
55,801
-1,516
| -3% | -$743K | 0.08% | 180 |
|
|
2024
Q1 | $28.4M | Buy |
57,317
+7,081
| +14% | +$3.6M | 0.08% | 184 |
|
|
2023
Q4 | $26.4M | Buy |
50,236
+4,194
| +9% | +$2.24M | 0.07% | 184 |
|
|
2023
Q3 | $23.2M | Buy |
46,042
+1,986
| +5% | +$977K | 0.07% | 181 |
|
|
2023
Q2 | $21.2M | Buy |
44,056
+810
| +2% | +$396K | 0.06% | 193 |
|
|
2023
Q1 | $20.4M | Buy |
43,246
+1,058
| +3% | +$511K | 0.06% | 189 |
|
|
2022
Q4 | $22.4M | Buy |
42,188
+2,654
| +7% | +$1.41M | 0.08% | 172 |
|
|
2022
Q3 | $20M | Hold |
39,534
| – | – | 0.06% | 195 |
|
|
2022
Q2 | $20.3M | Sell |
39,534
-1,034
| -3% | -$519K | 0.07% | 206 |
|
|
2022
Q1 | $20.7M | Sell |
40,568
-667
| -2% | -$322K | 0.05% | 228 |
|
|
2021
Q4 | $20.7M | Buy |
41,235
+7,680
| +23% | +$3.48M | 0.04% | 256 |
|
|
2021
Q3 | $13.1M | Buy |
33,555
+5,570
| +20% | +$2.31M | 0.03% | 286 |
|
|
2021
Q2 | $11.2M | Buy |
27,985
+4,199
| +18% | +$1.67M | 0.03% | 292 |
|
|
2021
Q1 | $8.85M | Buy |
23,786
+6,700
| +39% | +$2.32M | 0.02% | 292 |
|
|
2020
Q4 | $5.99M | Buy |
17,086
+8,684
| +103% | +$2.91M | 0.01% | 293 |
|
|
2020
Q3 | $2.62M | Buy |
8,402
+1,785
| +27% | +$548K | 0.01% | 292 |
|
|
2020
Q2 | $1.95M | Buy |
6,617
+1,767
| +36% | +$506K | 0.01% | 275 |
|
|
2020
Q1 | $1.21M | Buy |
4,850
+200
| +4% | +$55K | 0.01% | 274 |
|
|
2019
Q4 | $1.37M | Buy |
4,650
+631
| +16% | +$165K | 0.01% | 291 |
|
|
2019
Q3 | $873K | Sell |
4,019
-160
| -4% | -$38.6K | ﹤0.01% | 293 |
|
|
2019
Q2 | $1.02M | Buy |
4,179
+992
| +31% | +$239K | ﹤0.01% | 306 |
|
|
2019
Q1 | $788K | Buy |
3,187
+270
| +9% | +$68.9K | ﹤0.01% | 299 |
|
|
2018
Q4 | $727K | Buy |
2,917
+498
| +21% | +$132K | ﹤0.01% | 307 |
|
|
2018
Q3 | $644K | Buy |
2,419
+1,686
| +230% | +$439K | ﹤0.01% | 322 |
|
|
2018
Q2 | $180K | Buy |
733
+185
| +34% | +$44.4K | ﹤0.01% | 320 |
|
|
2018
Q1 | $117K | Buy |
+548
| New | +$125K | ﹤0.01% | 319 |
|
Other funds holding UNH
VCM
VPM
