BBR Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
888
+111
| +14% | +$34.6K | 0.02% | 192 |
|
|
2025
Q1 | $407K | Sell |
777
-277
| -26% | -$145K | 0.03% | 154 |
|
|
2024
Q4 | $533K | Buy |
1,054
+554
| +111% | +$280K | 0.04% | 142 |
|
|
2024
Q3 | $292K | Sell |
500
-193
| -28% | -$113K | 0.02% | 188 |
|
|
2024
Q2 | $353K | Buy |
693
+193
| +39% | +$98.3K | 0.03% | 145 |
|
|
2024
Q1 | $247K | Sell |
500
-139
| -22% | -$68.8K | 0.02% | 216 |
|
|
2023
Q4 | $336K | Sell |
639
-693
| -52% | -$365K | 0.03% | 131 |
|
|
2023
Q3 | $672K | Sell |
1,332
-1,826
| -58% | -$921K | 0.08% | 80 |
|
|
2023
Q2 | $1.52M | Sell |
3,158
-43
| -1% | -$20.7K | 0.17% | 50 |
|
|
2023
Q1 | $1.51M | Sell |
3,201
-42
| -1% | -$19.8K | 0.17% | 49 |
|
|
2022
Q4 | $1.72M | Sell |
3,243
-22
| -0.7% | -$11.7K | 0.19% | 47 |
|
|
2022
Q3 | $1.65M | Sell |
3,265
-2,743
| -46% | -$1.39M | 0.21% | 51 |
|
|
2022
Q2 | $3.09M | Buy |
6,008
+240
| +4% | +$123K | 0.36% | 34 |
|
|
2022
Q1 | $2.94M | Sell |
5,768
-711
| -11% | -$363K | 0.28% | 45 |
|
|
2021
Q4 | $3.25M | Buy |
6,479
+68
| +1% | +$34.1K | 0.38% | 33 |
|
|
2021
Q3 | $2.51M | Buy |
6,411
+17
| +0.3% | +$6.64K | 0.21% | 43 |
|
|
2021
Q2 | $2.56M | Buy |
6,394
+86
| +1% | +$34.4K | 0.2% | 43 |
|
|
2021
Q1 | $2.35M | Sell |
6,308
-938
| -13% | -$349K | 0.19% | 46 |
|
|
2020
Q4 | $2.54M | Sell |
7,246
-1,571
| -18% | -$551K | 0.21% | 33 |
|
|
2020
Q3 | $2.75M | Buy |
8,817
+2,295
| +35% | +$716K | 0.24% | 37 |
|
|
2020
Q2 | $1.92M | Sell |
6,522
-2,396
| -27% | -$707K | 0.24% | 43 |
|
|
2020
Q1 | $2.22M | Sell |
8,918
-288
| -3% | -$71.8K | 0.33% | 37 |
|
|
2019
Q4 | $2.71M | Buy |
9,206
+7,982
| +652% | +$2.35M | 0.3% | 40 |
|
|
2019
Q3 | $266K | Buy |
1,224
+34
| +3% | +$7.39K | 0.04% | 107 |
|
|
2019
Q2 | $290K | Sell |
1,190
-90
| -7% | -$21.9K | 0.05% | 96 |
|
|
2019
Q1 | $316K | Sell |
1,280
-409
| -24% | -$101K | 0.04% | 109 |
|
|
2018
Q4 | $421K | Buy |
1,689
+480
| +40% | +$120K | 0.06% | 98 |
|
|
2018
Q3 | $322K | Buy |
+1,209
| New | +$322K | 0.05% | 89 |
|