Bar Harbor Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25M | Sell |
10,431
-345
| -3% | -$108K | 0.21% | 103 |
|
|
2025
Q1 | $5.64M | Sell |
10,776
-992
| -8% | -$520K | 0.37% | 70 |
|
|
2024
Q4 | $5.95M | Sell |
11,768
-777
| -6% | -$393K | 0.39% | 69 |
|
|
2024
Q3 | $7.33M | Sell |
12,545
-248
| -2% | -$145K | 0.47% | 59 |
|
|
2024
Q2 | $6.51M | Sell |
12,793
-92
| -0.7% | -$46.9K | 0.43% | 63 |
|
|
2024
Q1 | $6.37M | Buy |
12,885
+161
| +1% | +$79.6K | 0.43% | 61 |
|
|
2023
Q4 | $6.7M | Buy |
12,724
+215
| +2% | +$113K | 0.5% | 53 |
|
|
2023
Q3 | $6.31M | Sell |
12,509
-29
| -0.2% | -$14.6K | 0.5% | 61 |
|
|
2023
Q2 | $6.03M | Sell |
12,538
-127
| -1% | -$61K | 0.46% | 61 |
|
|
2023
Q1 | $5.99M | Sell |
12,665
-253
| -2% | -$120K | 0.48% | 64 |
|
|
2022
Q4 | $6.85M | Buy |
12,918
+211
| +2% | +$112K | 0.55% | 59 |
|
|
2022
Q3 | $6.42M | Sell |
12,707
-60
| -0.5% | -$30.3K | 0.55% | 53 |
|
|
2022
Q2 | $6.56M | Buy |
12,767
+4,555
| +55% | +$2.34M | 0.52% | 59 |
|
|
2022
Q1 | $4.19M | Buy |
8,212
+2,713
| +49% | +$1.38M | 0.38% | 60 |
|
|
2021
Q4 | $2.76M | Sell |
5,499
-348
| -6% | -$175K | 0.23% | 81 |
|
|
2021
Q3 | $2.28M | Sell |
5,847
-156
| -3% | -$60.9K | 0.21% | 89 |
|
|
2021
Q2 | $2.4M | Sell |
6,003
-129
| -2% | -$51.7K | 0.22% | 83 |
|
|
2021
Q1 | $2.28M | Sell |
6,132
-205
| -3% | -$76.3K | 0.22% | 85 |
|
|
2020
Q4 | $2.22M | Buy |
6,337
+81
| +1% | +$28.4K | 0.22% | 83 |
|
|
2020
Q3 | $1.95M | Sell |
6,256
-264
| -4% | -$82.3K | 0.22% | 87 |
|
|
2020
Q2 | $1.92M | Sell |
6,520
-224
| -3% | -$66.1K | 0.22% | 86 |
|
|
2020
Q1 | $1.68M | Sell |
6,744
-1,565
| -19% | -$390K | 0.23% | 88 |
|
|
2019
Q4 | $2.44M | Sell |
8,309
-1,286
| -13% | -$378K | 0.27% | 82 |
|
|
2019
Q3 | $2.09M | Buy |
9,595
+543
| +6% | +$118K | 0.24% | 90 |
|
|
2019
Q2 | $2.21M | Buy |
9,052
+1,282
| +16% | +$313K | 0.26% | 89 |
|
|
2019
Q1 | $1.92M | Buy |
7,770
+83
| +1% | +$20.5K | 0.23% | 90 |
|
|
2018
Q4 | $1.92M | Sell |
7,687
-58
| -0.7% | -$14.4K | 0.25% | 86 |
|
|
2018
Q3 | $2.06M | Buy |
7,745
+51
| +0.7% | +$13.6K | 0.23% | 93 |
|
|
2018
Q2 | $1.89M | Sell |
7,694
-50
| -0.6% | -$12.3K | 0.23% | 94 |
|
|
2018
Q1 | $1.66M | Sell |
7,744
-313
| -4% | -$67K | 0.2% | 102 |
|
|
2017
Q4 | $1.78M | Sell |
8,057
-157
| -2% | -$34.6K | 0.21% | 100 |
|
|
2017
Q3 | $1.61M | Sell |
8,214
-614
| -7% | -$120K | 0.19% | 103 |
|
|
2017
Q2 | $1.64M | Buy |
8,828
+44
| +0.5% | +$8.16K | 0.2% | 104 |
|
|
2017
Q1 | $1.44M | Sell |
8,784
-279
| -3% | -$45.8K | 0.17% | 114 |
|
|
2016
Q4 | $1.45M | Sell |
9,063
-1,654
| -15% | -$265K | 0.16% | 112 |
|
|
2016
Q3 | $1.5M | Sell |
10,717
-591
| -5% | -$82.8K | 0.17% | 106 |
|
|
2016
Q2 | $1.6M | Sell |
11,308
-27
| -0.2% | -$3.81K | 0.19% | 99 |
|
|
2016
Q1 | $1.46M | Sell |
11,335
-1,598
| -12% | -$206K | 0.18% | 99 |
|
|
2015
Q4 | $1.52M | Sell |
12,933
-53
| -0.4% | -$6.24K | 0.19% | 96 |
|
|
2015
Q3 | $1.51M | Buy |
12,986
+323
| +3% | +$37.5K | 0.2% | 95 |
|
|
2015
Q2 | $1.55M | Sell |
12,663
-2,705
| -18% | -$330K | 0.19% | 100 |
|
|
2015
Q1 | $1.82M | Sell |
15,368
-4,258
| -22% | -$503K | 0.22% | 94 |
|
|
2014
Q4 | $1.98M | Buy |
19,626
+156
| +0.8% | +$15.8K | 0.25% | 86 |
|
|
2014
Q3 | $1.68M | Hold |
19,470
| – | – | 0.22% | 93 |
|
|
2014
Q2 | $1.59M | Sell |
19,470
-47
| -0.2% | -$3.84K | 0.2% | 96 |
|
|
2014
Q1 | $1.6M | Sell |
19,517
-189
| -1% | -$15.5K | 0.21% | 93 |
|
|
2013
Q4 | $1.48M | Sell |
19,706
-1,857
| -9% | -$140K | 0.19% | 96 |
|
|
2013
Q3 | $1.54M | Sell |
21,563
-101
| -0.5% | -$7.23K | 0.22% | 92 |
|
|
2013
Q2 | $1.42M | Buy |
+21,664
| New | +$1.42M | 0.21% | 95 |
|