Barbara Oil Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Hold |
11,500
| – | – | 1.41% | 24 |
|
|
2025
Q1 | $6.02M | Hold |
11,500
| – | – | 2.45% | 11 |
|
|
2024
Q4 | $5.82M | Hold |
11,500
| – | – | 2.41% | 11 |
|
|
2024
Q3 | $6.72M | Hold |
11,500
| – | – | 2.75% | 10 |
|
|
2024
Q2 | $5.86M | Hold |
11,500
| – | – | 2.56% | 10 |
|
|
2024
Q1 | $5.69M | Hold |
11,500
| – | – | 2.4% | 10 |
|
|
2023
Q4 | $6.05M | Hold |
11,500
| – | – | 2.73% | 9 |
|
|
2023
Q3 | $5.8M | Hold |
11,500
| – | – | 2.75% | 9 |
|
|
2023
Q2 | $5.53M | Hold |
11,500
| – | – | 2.53% | 10 |
|
|
2023
Q1 | $5.43M | Hold |
11,500
| – | – | 2.6% | 10 |
|
|
2022
Q4 | $6.1M | Hold |
11,500
| – | – | 2.91% | 9 |
|
|
2022
Q3 | $5.81M | Hold |
11,500
| – | – | 3.19% | 8 |
|
|
2022
Q2 | $5.91M | Hold |
11,500
| – | – | 3.06% | 7 |
|
|
2022
Q1 | $5.87M | Hold |
11,500
| – | – | 2.69% | 10 |
|
|
2021
Q4 | $5.78M | Hold |
11,500
| – | – | 2.5% | 10 |
|
|
2021
Q3 | $4.49M | Hold |
11,500
| – | – | 2.11% | 14 |
|
|
2021
Q2 | $4.61M | Hold |
11,500
| – | – | 2.12% | 14 |
|
|
2021
Q1 | $4.28M | Hold |
11,500
| – | – | 2.06% | 13 |
|
|
2020
Q4 | $4.03M | Hold |
11,500
| – | – | 2.03% | 14 |
|
|
2020
Q3 | $3.59M | Hold |
11,500
| – | – | 1.96% | 14 |
|
|
2020
Q2 | $3.39M | Hold |
11,500
| – | – | 1.96% | 14 |
|
|
2020
Q1 | $2.87M | Hold |
11,500
| – | – | 1.91% | 15 |
|
|
2019
Q4 | $3.38M | Hold |
11,500
| – | – | 1.8% | 13 |
|
|
2019
Q3 | $2.5M | Hold |
11,500
| – | – | 1.41% | 22 |
|
|
2019
Q2 | $2.81M | Hold |
11,500
| – | – | 1.61% | 20 |
|
|
2019
Q1 | $2.84M | Hold |
11,500
| – | – | 1.69% | 17 |
|
|
2018
Q4 | $2.86M | Hold |
11,500
| – | – | 1.94% | 15 |
|
|
2018
Q3 | $3.06M | Hold |
11,500
| – | – | 1.8% | 17 |
|
|
2018
Q2 | $2.82M | Hold |
11,500
| – | – | 1.81% | 17 |
|
|
2018
Q1 | $2.46M | Hold |
11,500
| – | – | 1.6% | 19 |
|
|
2017
Q4 | $2.54M | Buy |
11,500
+2,500
| +28% | +$551K | 1.62% | 19 |
|
|
2017
Q3 | $1.76M | Hold |
9,000
| – | – | 1.22% | 22 |
|
|
2017
Q2 | $1.67M | Buy |
9,000
+2,000
| +29% | +$371K | 1.2% | 23 |
|
|
2017
Q1 | $1.15M | Buy |
7,000
+600
| +9% | +$98.4K | 0.85% | 38 |
|
|
2016
Q4 | $1.02M | Buy |
6,400
+1,400
| +28% | +$224K | 0.8% | 43 |
|
|
2016
Q3 | $700K | Hold |
5,000
| – | – | 0.56% | 58 |
|
|
2016
Q2 | $706K | Buy |
+5,000
| New | +$706K | 0.57% | 59 |
|