Bay Colony Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
5,098
+1,505
| +42% | +$470K | 0.22% | 92 |
|
|
2025
Q1 | $1.85M | Sell |
3,593
-1,599
| -31% | -$825K | 0.28% | 79 |
|
|
2024
Q4 | $2.63M | Sell |
5,192
-280
| -5% | -$142K | 0.39% | 53 |
|
|
2024
Q3 | $3.2M | Buy |
5,472
+243
| +5% | +$142K | 0.49% | 44 |
|
|
2024
Q2 | $2.66M | Buy |
5,229
+107
| +2% | +$54.5K | 0.44% | 46 |
|
|
2024
Q1 | $2.53M | Buy |
5,122
+84
| +2% | +$41.6K | 0.45% | 45 |
|
|
2023
Q4 | $2.65M | Buy |
5,038
+288
| +6% | +$152K | 0.52% | 43 |
|
|
2023
Q3 | $2.4M | Buy |
4,750
+1,027
| +28% | +$518K | 0.58% | 40 |
|
|
2023
Q2 | $1.79M | Buy |
3,723
+331
| +10% | +$159K | 0.43% | 59 |
|
|
2023
Q1 | $1.59M | Sell |
3,392
-119
| -3% | -$55.9K | 0.42% | 57 |
|
|
2022
Q4 | $1.86M | Buy |
3,511
+104
| +3% | +$55.1K | 0.49% | 50 |
|
|
2022
Q3 | $1.72M | Sell |
3,407
-12
| -0.4% | -$6.06K | 0.51% | 43 |
|
|
2022
Q2 | $1.85M | Buy |
3,419
+156
| +5% | +$84.6K | 0.47% | 47 |
|
|
2022
Q1 | $1.66M | Sell |
3,263
-3,236
| -50% | -$1.65M | 0.4% | 63 |
|
|
2021
Q4 | $3.26M | Buy |
6,499
+70
| +1% | +$35.2K | 0.93% | 13 |
|
|
2021
Q3 | $2.51M | Sell |
6,429
-774
| -11% | -$302K | 0.82% | 23 |
|
|
2021
Q2 | $2.88M | Buy |
7,203
+193
| +3% | +$77.3K | 0.96% | 12 |
|
|
2021
Q1 | $2.61M | Buy |
7,010
+5,668
| +422% | +$2.11M | 1% | 10 |
|
|
2020
Q4 | $470K | Sell |
1,342
-490
| -27% | -$172K | 0.25% | 126 |
|
|
2020
Q3 | $571K | Buy |
+1,832
| New | +$571K | 0.35% | 86 |
|
|
2020
Q1 | – | Sell |
-1,278
| Closed | -$384K | – | 246 |
|
|
2019
Q4 | $384K | Sell |
1,278
-816
| -39% | -$245K | 0.25% | 139 |
|
|
2019
Q3 | $455K | Buy |
2,094
+666
| +47% | +$145K | 0.31% | 118 |
|
|
2019
Q2 | $348K | Buy |
+1,428
| New | +$348K | 0.22% | 125 |
|
|
2018
Q3 | – | Sell |
-333
| Closed | -$82K | – | 850 |
|
|
2018
Q2 | $82K | Buy |
+333
| New | +$82K | 0.06% | 286 |
|