Baron Silver Stevens Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
1,025
+427
| +71% | +$133K | 0.05% | 103 |
|
|
2025
Q1 | $313K | Sell |
598
-137
| -19% | -$71.8K | 0.05% | 94 |
|
|
2024
Q4 | $372K | Hold |
735
| – | – | 0.06% | 82 |
|
|
2024
Q3 | $430K | Buy |
735
+50
| +7% | +$29.2K | 0.08% | 75 |
|
|
2024
Q2 | $349K | Sell |
685
-308
| -31% | -$157K | 0.07% | 80 |
|
|
2024
Q1 | $491K | Buy |
993
+225
| +29% | +$111K | 0.09% | 69 |
|
|
2023
Q4 | $404K | Buy |
768
+331
| +76% | +$174K | 0.08% | 69 |
|
|
2023
Q3 | $220K | Buy |
+437
| New | +$220K | 0.05% | 98 |
|
|
2022
Q3 | – | Sell |
-787
| Closed | -$404K | – | 147 |
|
|
2022
Q2 | $404K | Buy |
+787
| New | +$404K | 0.1% | 66 |
|
|
2021
Q3 | – | Sell |
-718
| Closed | -$287K | – | 87 |
|
|
2021
Q2 | $287K | Buy |
+718
| New | +$287K | 0.08% | 67 |
|
|
2021
Q1 | – | Sell |
-130
| Closed | -$45K | – | 439 |
|
|
2020
Q4 | $45K | Buy |
+130
| New | +$45K | 0.02% | 145 |
|