BCM
Barometer Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-250
| Closed | -$133K | – | 164 |
|
|
2022
Q4 | $133K | Sell |
250
-28,052
| -99% | -$14.9M | 0.04% | 107 |
|
|
2022
Q3 | $14.3M | Buy |
28,302
+20,881
| +281% | +$10.5M | 5.9% | 5 |
|
|
2022
Q2 | $3.77M | Buy |
7,421
+990
| +15% | +$503K | 1.54% | 22 |
|
|
2022
Q1 | $3.28M | Buy |
+6,431
| New | +$3.28M | 0.6% | 41 |
|
|
2021
Q1 | – | Sell |
-1,500
| Closed | -$526K | – | 207 |
|
|
2020
Q4 | $526K | Buy |
+1,500
| New | +$526K | 0.1% | 125 |
|
|
2020
Q2 | – | Sell |
-12,300
| Closed | -$3.07M | – | 150 |
|
|
2020
Q1 | $3.07M | Sell |
12,300
-10,275
| -46% | -$2.56M | 0.91% | 31 |
|
|
2019
Q4 | $6.64M | Sell |
22,575
-130,325
| -85% | -$38.3M | 1.05% | 31 |
|
|
2019
Q3 | $25.1M | Buy |
+152,900
| New | +$25.1M | 2.7% | 7 |
|
|
2019
Q1 | – | Sell |
-23,500
| Closed | -$5.85M | – | 173 |
|
|
2018
Q4 | $5.85M | Sell |
23,500
-77,520
| -77% | -$19.3M | 1.19% | 24 |
|
|
2018
Q3 | $26.9M | Sell |
101,020
-11,550
| -10% | -$3.07M | 2.09% | 5 |
|
|
2018
Q2 | $27.6M | Buy |
+112,570
| New | +$27.6M | 2.31% | 6 |
|
|
2018
Q1 | – | Sell |
-85,880
| Closed | -$18.9M | – | 181 |
|
|
2017
Q4 | $18.9M | Sell |
85,880
-5,550
| -6% | -$1.22M | 1.71% | 19 |
|
|
2017
Q3 | $17.9M | Sell |
91,430
-2,700
| -3% | -$529K | 1.74% | 16 |
|
|
2017
Q2 | $17.5M | Sell |
94,130
-58,770
| -38% | -$10.9M | 1.77% | 18 |
|
|
2017
Q1 | $25.1M | Buy |
152,900
+41,700
| +38% | +$6.84M | 2.18% | 17 |
|
|
2016
Q4 | $17.8M | Buy |
111,200
+9,400
| +9% | +$1.5M | 1.99% | 16 |
|
|
2016
Q3 | $14.3M | Buy |
101,800
+1,100
| +1% | +$154K | 1.59% | 23 |
|
|
2016
Q2 | $14.2M | Buy |
100,700
+88,700
| +739% | +$12.5M | 1.41% | 29 |
|
|
2016
Q1 | $1.55M | Buy |
+12,000
| New | +$1.55M | 0.15% | 87 |
|
|
2015
Q4 | – | Sell |
-179,100
| Closed | -$20.8M | – | 156 |
|
|
2015
Q3 | $20.8M | Buy |
179,100
+171,700
| +2,320% | +$19.9M | 2.56% | 15 |
|
|
2015
Q2 | $903K | Buy |
+7,400
| New | +$903K | 0.07% | 101 |
|
|
2014
Q2 | – | Sell |
-28,700
| Closed | -$2.35M | – | 136 |
|
|
2014
Q1 | $2.35M | Buy |
+28,700
| New | +$2.35M | 0.51% | 29 |
|