BWM
BCGM Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
6,355
+2,359
| +59% | +$736K | 0.56% | 52 |
|
|
2025
Q1 | $2.09M | Buy |
3,996
+138
| +4% | +$72.3K | 0.64% | 49 |
|
|
2024
Q4 | $1.95M | Buy |
3,858
+143
| +4% | +$72.3K | 0.62% | 47 |
|
|
2024
Q3 | $2.17M | Buy |
3,715
+100
| +3% | +$58.5K | 0.7% | 40 |
|
|
2024
Q2 | $1.84M | Sell |
3,615
-43
| -1% | -$21.9K | 0.64% | 44 |
|
|
2024
Q1 | $1.81M | Buy |
3,658
+102
| +3% | +$50.5K | 0.65% | 44 |
|
|
2023
Q4 | $1.87M | Buy |
3,556
+60
| +2% | +$31.6K | 0.76% | 38 |
|
|
2023
Q3 | $1.76M | Buy |
3,496
+225
| +7% | +$113K | 0.81% | 34 |
|
|
2023
Q2 | $1.57M | Buy |
3,271
+222
| +7% | +$107K | 0.69% | 36 |
|
|
2023
Q1 | $1.44M | Sell |
3,049
-150
| -5% | -$70.9K | 0.73% | 37 |
|
|
2022
Q4 | $1.7M | Sell |
3,199
-16
| -0.5% | -$8.48K | 0.82% | 31 |
|
|
2022
Q3 | $1.75M | Buy |
3,215
+197
| +7% | +$107K | 0.87% | 31 |
|
|
2022
Q2 | $1.64M | Buy |
3,018
+47
| +2% | +$25.5K | 0.83% | 28 |
|
|
2022
Q1 | $1.51M | Buy |
2,971
+256
| +9% | +$130K | 0.82% | 29 |
|
|
2021
Q4 | $1.36M | Buy |
2,715
+327
| +14% | +$164K | 0.73% | 32 |
|
|
2021
Q3 | $1.1M | Buy |
2,388
+284
| +13% | +$131K | 0.61% | 39 |
|
|
2021
Q2 | $867K | Buy |
2,104
+266
| +14% | +$110K | 0.51% | 45 |
|
|
2021
Q1 | $729K | Buy |
1,838
+203
| +12% | +$80.5K | 0.5% | 47 |
|
|
2020
Q4 | $537K | Buy |
+1,635
| New | +$537K | 0.38% | 47 |
|