BWM
Baystate Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $715K | Buy |
1,358
+13
| +1% | +$6.85K | 0.05% | 118 |
|
|
2023
Q3 | $678K | Sell |
1,345
-11
| -0.8% | -$5.55K | 0.06% | 108 |
|
|
2023
Q2 | $652K | Buy |
1,356
+7
| +0.5% | +$3.37K | 0.05% | 114 |
|
|
2023
Q1 | $638K | Buy |
1,349
+57
| +4% | +$26.9K | 0.06% | 115 |
|
|
2022
Q4 | $685K | Buy |
1,292
+40
| +3% | +$21.2K | 0.06% | 120 |
|
|
2022
Q3 | $633K | Buy |
1,252
+3
| +0.2% | +$1.52K | 0.07% | 108 |
|
|
2022
Q2 | $642K | Buy |
1,249
+426
| +52% | +$219K | 0.06% | 103 |
|
|
2022
Q1 | $420K | Sell |
823
-3
| -0.4% | -$1.53K | 0.04% | 127 |
|
|
2021
Q4 | $415K | Buy |
826
+37
| +5% | +$18.6K | 0.04% | 124 |
|
|
2021
Q3 | $309K | Buy |
789
+37
| +5% | +$14.5K | 0.03% | 126 |
|
|
2021
Q2 | $301K | Buy |
752
+8
| +1% | +$3.2K | 0.03% | 121 |
|
|
2021
Q1 | $277K | Buy |
744
+3
| +0.4% | +$1.12K | 0.03% | 119 |
|
|
2020
Q4 | $260K | Buy |
741
+101
| +16% | +$35.4K | 0.03% | 113 |
|
|
2020
Q3 | $199K | Buy |
640
+54
| +9% | +$16.8K | 0.02% | 117 |
|
|
2020
Q2 | $173K | Buy |
586
+129
| +28% | +$38.1K | 0.02% | 122 |
|
|
2020
Q1 | $114K | Buy |
457
+28
| +7% | +$6.99K | 0.02% | 137 |
|
|
2019
Q4 | $126K | Sell |
429
-14
| -3% | -$4.11K | 0.02% | 145 |
|
|
2019
Q3 | $96K | Sell |
443
-32
| -7% | -$6.94K | 0.01% | 154 |
|
|
2019
Q2 | $116K | Sell |
475
-149
| -24% | -$36.4K | 0.02% | 141 |
|
|
2019
Q1 | $144K | Buy |
624
+16
| +3% | +$3.69K | 0.02% | 118 |
|
|
2018
Q4 | $162K | Buy |
608
+137
| +29% | +$36.5K | 0.02% | 108 |
|
|
2018
Q3 | $124K | Buy |
471
+1
| +0.2% | +$263 | 0.02% | 111 |
|
|
2018
Q2 | $120K | Buy |
470
+45
| +11% | +$11.5K | 0.02% | 114 |
|
|
2018
Q1 | $100K | Sell |
425
-337
| -44% | -$79.3K | 0.02% | 125 |
|
|
2017
Q4 | $186K | Buy |
762
+300
| +65% | +$73.2K | 0.03% | 90 |
|
|
2017
Q3 | $91K | Buy |
462
+41
| +10% | +$8.08K | 0.02% | 131 |
|
|
2017
Q2 | $78K | Buy |
421
+2
| +0.5% | +$371 | 0.01% | 137 |
|
|
2017
Q1 | $69K | Buy |
419
+17
| +4% | +$2.8K | 0.01% | 154 |
|
|
2016
Q4 | $65K | Buy |
+402
| New | +$65K | 0.01% | 135 |
|