Bartlett & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $86.7M | Buy |
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|
2023
Q3 | $82.9M | Buy |
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|
2023
Q2 | $74.7M | Buy |
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|
2023
Q1 | $60.8M | Buy |
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|
2022
Q4 | $65.7M | Buy |
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|
2022
Q3 | $60.9M | Buy |
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|
2022
Q2 | $60.9M | Sell |
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|
2022
Q1 | $61.1M | Sell |
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|
2021
Q4 | $62M | Buy |
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|
2021
Q3 | $46.9M | Buy |
|
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|
2021
Q2 | $47.7M | Buy |
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|
2021
Q1 | $43.8M | Buy |
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|
2020
Q4 | $35.9M | Buy |
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|
2020
Q3 | $31.2M | Buy |
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|
2020
Q2 | $28.3M | Buy |
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|
2020
Q1 | $18M | Buy |
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|
2019
Q3 | $1.22M | Buy |
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|
2019
Q2 | $1.15M | Sell |
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|
2019
Q1 | $1.19M | Buy |
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|
2018
Q4 | $1.19M | Sell |
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|
2018
Q3 | $1.28M | Sell |
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|
2018
Q2 | $1.22M | Buy |
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|
2018
Q1 | $971K | Buy |
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|
2017
Q4 | $974K | Sell |
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|
2017
Q3 | $885K | Sell |
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|
2017
Q2 | $880K | Buy |
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|
2017
Q1 | $762K | Sell |
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|
2016
Q4 | $767K | Sell |
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|
2016
Q3 | $687K | Sell |
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|
2016
Q2 | $700K | Sell |
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|
2016
Q1 | $665K | Buy |
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|
2015
Q4 | $589K | Hold |
|
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|
2015
Q3 | $581K | Hold |
|
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|
2015
Q2 | $611K | Buy |
|
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|
2015
Q1 | $584K | Buy |
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|
2014
Q4 | $469K | Hold |
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|
2014
Q3 | $400K | Sell |
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|
2014
Q2 | $382K | Hold |
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|
2014
Q1 | $383K | Sell |
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|
2013
Q4 | $391K | Buy |
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|
2013
Q3 | $238K | Hold |
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|
2013
Q2 | $218K | Buy |
|