Bartlett & Co Wealth Management’s UnitedHealth UNH Stock Holding History

Bartlett & Co Wealth Management’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$53.2M	Sell	170,562 -697	-0.4%	-$217K	0.74%	40
2025 Q1	$89.7M	Sell	171,259 -4,654	-3%	-$2.44M	1.32%	22
2024 Q4	$89M	Sell	175,913 -1,029	-0.6%	-$521K	1.29%	21
2024 Q3	$103M	Sell	176,942 -492	-0.3%	-$288K	1.48%	19
2024 Q2	$90.4M	Buy	177,434 +1,801	+1%	+$917K	1.37%	18
2024 Q1	$86.9M	Buy	175,633 +10,501	+6%	+$5.19M	1.34%	20
2023 Q4	$86.7M	Buy	165,132 +779	+0.5%	+$409K	1.41%	19
2023 Q3	$82.9M	Buy	164,353 +8,873	+6%	+$4.47M	1.49%	18
2023 Q2	$74.7M	Buy	155,480 +26,778	+21%	+$12.9M	1.29%	22
2023 Q1	$60.8M	Buy	128,702 +4,823	+4%	+$2.28M	1.17%	27
2022 Q4	$65.7M	Buy	123,879 +3,294	+3%	+$1.75M	1.32%	22
2022 Q3	$60.9M	Buy	120,585 +2,048	+2%	+$1.03M	1.31%	26
2022 Q2	$60.9M	Sell	118,537 -1,227	-1%	-$630K	1.23%	28
2022 Q1	$61.1M	Sell	119,764 -3,786	-3%	-$1.93M	1.07%	31
2021 Q4	$62M	Buy	123,550 +3,644	+3%	+$1.83M	1.05%	30
2021 Q3	$46.9M	Buy	119,906 +901	+0.8%	+$352K	0.89%	41
2021 Q2	$47.7M	Buy	119,005 +1,404	+1%	+$562K	0.91%	42
2021 Q1	$43.8M	Buy	117,601 +15,372	+15%	+$5.72M	0.88%	41
2020 Q4	$35.8M	Buy	102,229 +2,120	+2%	+$743K	0.76%	47
2020 Q3	$31.2M	Buy	100,109 +4,255	+4%	+$1.33M	0.73%	48
2020 Q2	$28.3M	Buy	95,854 +23,700	+33%	+$6.99M	0.74%	48
2020 Q1	$18M	Buy	72,154 +16,935	+31%	+$4.22M	0.55%	55
2019 Q4	$16.2M	Buy	55,219 +49,601	+883%	+$14.6M	0.4%	69
2019 Q3	$1.22M	Buy	5,618 +891	+19%	+$194K	0.03%	193
2019 Q2	$1.15M	Sell	4,727 -76	-2%	-$18.5K	0.04%	158
2019 Q1	$1.19M	Buy	4,803 +11	+0.2%	+$2.72K	0.05%	157
2018 Q4	$1.19M	Sell	4,792 -31	-0.6%	-$7.72K	0.05%	153
2018 Q3	$1.28M	Sell	4,823 -158	-3%	-$42K	0.05%	153
2018 Q2	$1.22M	Buy	4,981 +442	+10%	+$108K	0.05%	150
2018 Q1	$971K	Buy	+4,539	New	+$971K	0.04%	160