BWM
BCS Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Buy |
1,871
+248
| +15% | +$77.4K | 0.13% | 146 |
|
|
2025
Q1 | $850K | Buy |
1,623
+485
| +43% | +$254K | 0.22% | 92 |
|
|
2024
Q4 | $576K | Buy |
1,138
+11
| +1% | +$5.57K | 0.14% | 133 |
|
|
2024
Q3 | $659K | Buy |
1,127
+108
| +11% | +$63.2K | 0.28% | 72 |
|
|
2024
Q2 | $519K | Hold |
1,019
| – | – | 0.25% | 83 |
|
|
2024
Q1 | $504K | Sell |
1,019
-31
| -3% | -$15.3K | 0.16% | 133 |
|
|
2023
Q4 | $553K | Sell |
1,050
-8
| -0.8% | -$4.21K | 0.2% | 108 |
|
|
2023
Q3 | $533K | Hold |
1,058
| – | – | 0.22% | 103 |
|
|
2023
Q2 | $509K | Buy |
1,058
+386
| +57% | +$186K | 0.37% | 60 |
|
|
2023
Q1 | $318K | Sell |
672
-426
| -39% | -$202K | 0.14% | 116 |
|
|
2022
Q4 | $582K | Sell |
1,098
-10
| -0.9% | -$5.3K | 0.24% | 94 |
|
|
2022
Q3 | $560K | Sell |
1,108
-185
| -14% | -$93.5K | 0.26% | 92 |
|
|
2022
Q2 | $664K | Buy |
1,293
+155
| +14% | +$79.6K | 0.3% | 80 |
|
|
2022
Q1 | $580K | Sell |
1,138
-178
| -14% | -$90.7K | 0.24% | 98 |
|
|
2021
Q4 | $661K | Buy |
1,316
+154
| +13% | +$77.4K | 0.24% | 90 |
|
|
2021
Q3 | $454K | Buy |
1,162
+20
| +2% | +$7.81K | 0.19% | 100 |
|
|
2021
Q2 | $457K | Buy |
1,142
+10
| +0.9% | +$4K | 0.24% | 83 |
|
|
2021
Q1 | $421K | Sell |
1,132
-45
| -4% | -$16.7K | 0.2% | 89 |
|
|
2020
Q4 | $413K | Buy |
1,177
+54
| +5% | +$18.9K | 0.21% | 84 |
|
|
2020
Q3 | $350K | Sell |
1,123
-11
| -1% | -$3.43K | 0.2% | 91 |
|
|
2020
Q2 | $334K | Hold |
1,134
| – | – | 0.2% | 92 |
|
|
2020
Q1 | $283K | Sell |
1,134
-61
| -5% | -$15.2K | 0.2% | 87 |
|
|
2019
Q4 | $351K | Buy |
+1,195
| New | +$351K | 0.23% | 75 |
|