Barrett & Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Buy |
1,181
+262
| +29% | +$81.7K | 0.14% | 100 |
|
|
2025
Q1 | $481K | Hold |
919
| – | – | 0.21% | 82 |
|
|
2024
Q4 | $465K | Hold |
919
| – | – | 0.2% | 80 |
|
|
2024
Q3 | $537K | Hold |
919
| – | – | 0.23% | 76 |
|
|
2024
Q2 | $468K | Sell |
919
-100
| -10% | -$50.9K | 0.21% | 78 |
|
|
2024
Q1 | $504K | Sell |
1,019
-45
| -4% | -$22.3K | 0.24% | 75 |
|
|
2023
Q4 | $560K | Buy |
1,064
+165
| +18% | +$86.9K | 0.3% | 64 |
|
|
2023
Q3 | $453K | Hold |
899
| – | – | 0.27% | 74 |
|
|
2023
Q2 | $432K | Buy |
899
+245
| +37% | +$118K | 0.25% | 78 |
|
|
2023
Q1 | $309K | Sell |
654
-161
| -20% | -$76.1K | 0.2% | 93 |
|
|
2022
Q4 | $432K | Hold |
815
| – | – | 0.29% | 72 |
|
|
2022
Q3 | $432K | Buy |
+815
| New | +$432K | 0.29% | 72 |
|