Bard Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,245
| Closed | -$652K | – | 210 |
|
|
2025
Q1 | $652K | Sell |
1,245
-765
| -38% | -$401K | 0.08% | 135 |
|
|
2024
Q4 | $1.02M | Hold |
2,010
| – | – | 0.12% | 113 |
|
|
2024
Q3 | $1.18M | Sell |
2,010
-50
| -2% | -$29.2K | 0.14% | 109 |
|
|
2024
Q2 | $1.05M | Hold |
2,060
| – | – | 0.11% | 118 |
|
|
2024
Q1 | $1.02M | Sell |
2,060
-25
| -1% | -$12.4K | 0.11% | 117 |
|
|
2023
Q4 | $1.1M | Sell |
2,085
-250
| -11% | -$132K | 0.12% | 111 |
|
|
2023
Q3 | $1.18M | Sell |
2,335
-125
| -5% | -$63K | 0.15% | 106 |
|
|
2023
Q2 | $1.18M | Hold |
2,460
| – | – | 0.09% | 155 |
|
|
2023
Q1 | $1.16M | Hold |
2,460
| – | – | 0.09% | 155 |
|
|
2022
Q4 | $1.3M | Sell |
2,460
-150
| -6% | -$79.5K | 0.11% | 140 |
|
|
2022
Q3 | $1.32M | Hold |
2,610
| – | – | 0.12% | 132 |
|
|
2022
Q2 | $1.34M | Hold |
2,610
| – | – | 0.12% | 132 |
|
|
2022
Q1 | $1.33M | Sell |
2,610
-25
| -0.9% | -$12.7K | 0.11% | 130 |
|
|
2021
Q4 | $1.32M | Hold |
2,635
| – | – | 0.11% | 130 |
|
|
2021
Q3 | $1.03M | Sell |
2,635
-5
| -0.2% | -$1.95K | 0.09% | 142 |
|
|
2021
Q2 | $1.06M | Hold |
2,640
| – | – | 0.09% | 141 |
|
|
2021
Q1 | $982K | Hold |
2,640
| – | – | 0.1% | 138 |
|
|
2020
Q4 | $926K | Buy |
+2,640
| New | +$926K | 0.09% | 140 |
|