Barrett Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $29.6M | Buy |
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|
2021
Q4 | $27.2M | Buy |
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|
2021
Q3 | $12.3M | Buy |
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|
2021
Q2 | $11.9M | Buy |
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|
2021
Q1 | $10.7M | Buy |
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|
2020
Q4 | $7.78M | Buy |
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|
2020
Q3 | $2.82M | Buy |
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|
2020
Q2 | $2.11M | Buy |
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|
2020
Q1 | $1.51M | Sell |
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|
2019
Q4 | $1.96M | Sell |
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|
2019
Q3 | $1.45M | Sell |
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|
2019
Q2 | $1.69M | Sell |
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|
2019
Q1 | $1.86M | Sell |
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|
2018
Q4 | $2.22M | Buy |
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|
2018
Q3 | $1.83M | Buy |
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|
2018
Q2 | $1.64M | Buy |
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|
2018
Q1 | $1.4M | Sell |
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|
2017
Q4 | $1.44M | Sell |
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|
2017
Q3 | $1.45M | Buy |
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|
2017
Q2 | $1.21M | Buy |
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|
2017
Q1 | $689K | Hold |
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|
2016
Q4 | $672K | Sell |
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|
2016
Q3 | $700K | Sell |
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|
2016
Q2 | $748K | Hold |
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|
2016
Q1 | $683K | Sell |
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|
2015
Q4 | $746K | Hold |
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|
2015
Q3 | $736K | Hold |
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|
2015
Q2 | $774K | Sell |
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|
2015
Q1 | $843K | Sell |
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|
2014
Q4 | $1.72M | Hold |
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|
2014
Q3 | $1.47M | Hold |
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|
2014
Q2 | $1.39M | Buy |
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|
2014
Q1 | $49K | Buy |
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