Baron 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 | $316K | Sell |
1,013
-473
| -32% | -$148K | 0.11% | 136 |
|
|
2025
Q1 | $778K | Sell |
1,486
-359
| -19% | -$188K | 0.34% | 38 |
|
|
2024
Q4 | $933K | Sell |
1,845
-78
| -4% | -$39.5K | 0.44% | 29 |
|
|
2024
Q3 | $1.12M | Buy |
1,923
+467
| +32% | +$273K | 0.54% | 17 |
|
|
2024
Q2 | $742K | Sell |
1,456
-34
| -2% | -$17.3K | 0.38% | 32 |
|
|
2024
Q1 | $737K | Buy |
1,490
+36
| +2% | +$17.8K | 0.39% | 33 |
|
|
2023
Q4 | $765K | Buy |
1,454
+9
| +0.6% | +$4.74K | 0.42% | 28 |
|
|
2023
Q3 | $729K | Buy |
1,445
+31
| +2% | +$15.6K | 0.47% | 27 |
|
|
2023
Q2 | $680K | Buy |
1,414
+11
| +0.8% | +$5.29K | 0.43% | 29 |
|
|
2023
Q1 | $663K | Buy |
1,403
+18
| +1% | +$8.51K | 0.47% | 26 |
|
|
2022
Q4 | $734K | Buy |
+1,385
| New | +$734K | 0.56% | 24 |
|