Barry Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-555
| Closed | -$281K | – | 112 |
|
|
2024
Q4 | $281K | Buy |
555
+3
| +0.5% | +$1.52K | 0.09% | 88 |
|
|
2024
Q3 | $323K | Hold |
552
| – | – | 0.1% | 84 |
|
|
2024
Q2 | $281K | Hold |
552
| – | – | 0.09% | 94 |
|
|
2024
Q1 | $273K | Buy |
552
+1
| +0.2% | +$495 | 0.09% | 95 |
|
|
2023
Q4 | $291K | Sell |
551
-15
| -3% | -$7.91K | 0.1% | 86 |
|
|
2023
Q3 | $286K | Sell |
566
-353
| -38% | -$178K | 0.1% | 89 |
|
|
2023
Q2 | $442K | Buy |
919
+3
| +0.3% | +$1.44K | 0.15% | 78 |
|
|
2023
Q1 | $433K | Buy |
916
+2
| +0.2% | +$946 | 0.14% | 81 |
|
|
2022
Q4 | $484K | Sell |
914
-13
| -1% | -$6.89K | 0.15% | 74 |
|
|
2022
Q3 | $468K | Sell |
927
-3
| -0.3% | -$1.52K | 0.16% | 72 |
|
|
2022
Q2 | $477K | Buy |
930
+2
| +0.2% | +$1.03K | 0.14% | 78 |
|
|
2022
Q1 | $473K | Buy |
928
+1
| +0.1% | +$510 | 0.13% | 88 |
|
|
2021
Q4 | $466K | Buy |
927
+2
| +0.2% | +$1.01K | 0.12% | 85 |
|
|
2021
Q3 | $362K | Buy |
925
+248
| +37% | +$97.1K | 0.1% | 86 |
|
|
2021
Q2 | $271K | Buy |
677
+4
| +0.6% | +$1.6K | 0.07% | 95 |
|
|
2021
Q1 | $250K | Buy |
673
+11
| +2% | +$4.09K | 0.07% | 95 |
|
|
2020
Q4 | $232K | Sell |
662
-81
| -11% | -$28.4K | 0.07% | 95 |
|
|
2020
Q3 | $232K | Buy |
743
+36
| +5% | +$11.2K | 0.08% | 77 |
|
|
2020
Q2 | $209K | Buy |
+707
| New | +$209K | 0.07% | 73 |
|
|
2016
Q4 | – | Sell |
-1,643
| Closed | -$230K | – | 74 |
|
|
2016
Q3 | $230K | Buy |
1,643
+1
| +0.1% | +$140 | 0.08% | 62 |
|
|
2016
Q2 | $232K | Hold |
1,642
| – | – | 0.09% | 63 |
|
|
2016
Q1 | $212K | Buy |
+1,642
| New | +$212K | 0.07% | 72 |
|
|
2015
Q3 | – | Sell |
-1,641
| Closed | -$200K | – | 78 |
|
|
2015
Q2 | $200K | Buy |
+1,641
| New | +$200K | 0.2% | 43 |
|