Bank Julius Baer & Co’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171M | Sell |
547,842
-279,815
| -34% | -$87.3M | 0.51% | 56 |
|
|
2025
Q1 | $472M | Sell |
827,657
-687,072
| -45% | -$392M | 1.54% | 15 |
|
|
2024
Q4 | $824M | Buy |
1,514,729
+209,096
| +16% | +$114M | 2.54% | 9 |
|
|
2024
Q3 | $865M | Sell |
1,305,633
-27,650
| -2% | -$18.3M | 2.91% | 7 |
|
|
2024
Q2 | $738M | Sell |
1,333,283
-78,217
| -6% | -$43.3M | 2.82% | 8 |
|
|
2024
Q1 | $695M | Buy |
1,411,500
+268,363
| +23% | +$132M | 2.67% | 8 |
|
|
2023
Q4 | $716M | Buy |
1,143,137
+48,107
| +4% | +$30.2M | 3.03% | 6 |
|
|
2023
Q3 | $552M | Buy |
1,095,030
+64,754
| +6% | +$32.6M | 3.22% | 6 |
|
|
2023
Q2 | $495M | Sell |
1,030,276
-24,991
| -2% | -$12M | 2.94% | 6 |
|
|
2023
Q1 | $499M | Buy |
1,055,267
+74,463
| +8% | +$35.2M | 3.17% | 5 |
|
|
2022
Q4 | $520M | Buy |
980,804
+137,467
| +16% | +$72.9M | 3.55% | 3 |
|
|
2022
Q3 | $426M | Sell |
843,337
-22,147
| -3% | -$11.2M | 3.24% | 5 |
|
|
2022
Q2 | $445M | Buy |
865,484
+233,375
| +37% | +$120M | 3.14% | 5 |
|
|
2022
Q1 | $322M | Buy |
632,109
+17,074
| +3% | +$8.71M | 1.93% | 13 |
|
|
2021
Q4 | $309M | Buy |
615,035
+92,596
| +18% | +$46.5M | 1.65% | 15 |
|
|
2021
Q3 | $204M | Buy |
522,439
+106,601
| +26% | +$41.7M | 1.27% | 19 |
|
|
2021
Q2 | $167M | Buy |
415,838
+91,756
| +28% | +$36.7M | 1.06% | 25 |
|
|
2021
Q1 | $121M | Buy |
324,082
+286,475
| +762% | +$107M | 0.9% | 30 |
|
|
2020
Q4 | $13.2M | Buy |
37,607
+1,101
| +3% | +$386K | 0.11% | 124 |
|
|
2020
Q3 | $11.4M | Buy |
36,506
+11,084
| +44% | +$3.46M | 0.11% | 115 |
|
|
2020
Q2 | $6.36M | Buy |
25,422
+3,265
| +15% | +$816K | 0.07% | 132 |
|
|
2020
Q1 | $5.53M | Buy |
+22,157
| New | +$5.53M | 0.13% | 98 |
|