BCK 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 | $401K | Hold |
1,285
| – | – | 0.24% | 18 |
|
|
2025
Q1 | $673K | Hold |
1,285
| – | – | 0.42% | 13 |
|
|
2024
Q4 | $650K | Sell |
1,285
-11
| -0.8% | -$5.56K | 0.4% | 13 |
|
|
2024
Q3 | $758K | Buy |
1,296
+16
| +1% | +$9.36K | 0.36% | 13 |
|
|
2024
Q2 | $652K | Buy |
1,280
+11
| +0.9% | +$5.6K | 0.34% | 14 |
|
|
2024
Q1 | $628K | Buy |
1,269
+27
| +2% | +$13.4K | 0.34% | 15 |
|
|
2023
Q4 | $654K | Sell |
1,242
-100
| -7% | -$52.6K | 0.37% | 16 |
|
|
2023
Q3 | $677K | Hold |
1,342
| – | – | 0.42% | 14 |
|
|
2023
Q2 | $645K | Hold |
1,342
| – | – | 0.4% | 15 |
|
|
2023
Q1 | $634K | Hold |
1,342
| – | – | 0.41% | 15 |
|
|
2022
Q4 | $712K | Hold |
1,342
| – | – | 0.48% | 15 |
|
|
2022
Q3 | $678K | Hold |
1,342
| – | – | 0.49% | 16 |
|
|
2022
Q2 | $689K | Hold |
1,342
| – | – | 0.48% | 13 |
|
|
2022
Q1 | $684K | Hold |
1,342
| – | – | 0.42% | 14 |
|
|
2021
Q4 | $674K | Hold |
1,342
| – | – | 0.4% | 14 |
|
|
2021
Q3 | $524K | Hold |
1,342
| – | – | 0.33% | 14 |
|
|
2021
Q2 | $537K | Hold |
1,342
| – | – | 0.36% | 14 |
|
|
2021
Q1 | $535K | Buy |
+1,342
| New | +$535K | 0.38% | 14 |
|