Baystate Wealth Management’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 | $715K | Buy |
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|
2023
Q3 | $678K | Sell |
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|
2023
Q2 | $652K | Buy |
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|
2023
Q1 | $638K | Buy |
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|
2022
Q4 | $685K | Buy |
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|
2022
Q3 | $633K | Buy |
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|
2022
Q2 | $642K | Buy |
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|
2022
Q1 | $420K | Sell |
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|
2021
Q4 | $415K | Buy |
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|
2021
Q3 | $309K | Buy |
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|
2021
Q2 | $301K | Buy |
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|
2021
Q1 | $277K | Buy |
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|
2020
Q4 | $260K | Buy |
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|
2020
Q3 | $199K | Buy |
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|
2020
Q2 | $173K | Buy |
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|
2020
Q1 | $114K | Buy |
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|
2019
Q4 | $126K | Sell |
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|
2019
Q3 | $96K | Sell |
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|
2019
Q2 | $116K | Sell |
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|
2019
Q1 | $144K | Buy |
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|
2018
Q4 | $162K | Buy |
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|
2018
Q3 | $124K | Buy |
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|
2018
Q2 | $120K | Buy |
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|
2018
Q1 | $100K | Sell |
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|
2017
Q4 | $186K | Buy |
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|
2017
Q3 | $91K | Buy |
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|
2017
Q2 | $78K | Buy |
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|
2017
Q1 | $69K | Buy |
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|
2016
Q4 | $65K | Buy |
|