Bay Harbor Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59K | Buy |
189
+17
| +10% | +$5.3K | 0.02% | 107 |
|
|
2025
Q1 | $90.1K | Buy |
172
+10
| +6% | +$5.24K | 0.03% | 75 |
|
|
2024
Q4 | $81.9K | Buy |
162
+8
| +5% | +$4.05K | 0.03% | 80 |
|
|
2024
Q3 | $90K | Sell |
154
-7
| -4% | -$4.09K | 0.03% | 70 |
|
|
2024
Q2 | $82K | Hold |
161
| – | – | 0.03% | 78 |
|
|
2024
Q1 | $79.6K | Hold |
161
| – | – | 0.03% | 80 |
|
|
2023
Q4 | $84.8K | Buy |
161
+5
| +3% | +$2.63K | 0.03% | 67 |
|
|
2023
Q3 | $78.7K | Buy |
156
+3
| +2% | +$1.51K | 0.03% | 60 |
|
|
2023
Q2 | $73.5K | Sell |
153
-12
| -7% | -$5.77K | 0.03% | 69 |
|
|
2023
Q1 | $78K | Hold |
165
| – | – | 0.03% | 68 |
|
|
2022
Q4 | $87K | Buy |
165
+7
| +4% | +$3.69K | 0.04% | 59 |
|
|
2022
Q3 | $80K | Sell |
158
-11
| -7% | -$5.57K | 0.04% | 54 |
|
|
2022
Q2 | $87K | Hold |
169
| – | – | 0.04% | 54 |
|
|
2022
Q1 | $86K | Buy |
+169
| New | +$86K | 0.03% | 70 |
|
|
2021
Q1 | – | Sell |
-199
| Closed | -$70K | – | 416 |
|
|
2020
Q4 | $70K | Buy |
199
+1
| +0.5% | +$352 | 0.03% | 126 |
|
|
2020
Q3 | $62K | Buy |
198
+14
| +8% | +$4.38K | 0.03% | 139 |
|
|
2020
Q2 | $54K | Buy |
184
+30
| +19% | +$8.8K | 0.03% | 144 |
|
|
2020
Q1 | $38K | Buy |
154
+15
| +11% | +$3.7K | 0.02% | 153 |
|
|
2019
Q4 | $41K | Sell |
139
-15
| -10% | -$4.42K | 0.02% | 171 |
|
|
2019
Q3 | $34K | Sell |
154
-10
| -6% | -$2.21K | 0.02% | 183 |
|
|
2019
Q2 | $40K | Sell |
164
-77
| -32% | -$18.8K | 0.02% | 181 |
|
|
2019
Q1 | $60K | Sell |
241
-78
| -24% | -$19.4K | 0.04% | 145 |
|
|
2018
Q4 | $79K | Buy |
+319
| New | +$79K | 0.06% | 128 |
|