BCS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $382K | Sell |
1,413
-1,499
| -51% | -$446K | 0.08% | 185 |
|
|
2025
Q4 | $961K | Buy |
2,912
+1,226
| +73% | +$415K | 0.1% | 163 |
|
|
2025
Q3 | $582K | Sell |
1,686
-185
| -10% | -$56K | 0.13% | 138 |
|
|
2025
Q2 | $584K | Buy |
1,871
+248
| +15% | +$94.8K | 0.13% | 146 |
|
|
2025
Q1 | $850K | Buy |
1,623
+485
| +43% | +$248K | 0.22% | 92 |
|
|
2024
Q4 | $576K | Buy |
1,138
+11
| +1% | +$6.25K | 0.14% | 133 |
|
|
2024
Q3 | $659K | Buy |
1,127
+108
| +11% | +$61.1K | 0.28% | 72 |
|
|
2024
Q2 | $519K | Hold |
1,019
| – | – | 0.25% | 83 |
|
|
2024
Q1 | $504K | Sell |
1,019
-31
| -3% | -$15.8K | 0.16% | 133 |
|
|
2023
Q4 | $553K | Sell |
1,050
-8
| -0.8% | -$4.27K | 0.2% | 108 |
|
|
2023
Q3 | $533K | Hold |
1,058
| – | – | 0.22% | 103 |
|
|
2023
Q2 | $509K | Buy |
1,058
+386
| +57% | +$189K | 0.37% | 60 |
|
|
2023
Q1 | $318K | Sell |
672
-426
| -39% | -$206K | 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% | -$97.3K | 0.26% | 92 |
|
|
2022
Q2 | $664K | Buy |
1,293
+155
| +14% | +$77.8K | 0.3% | 80 |
|
|
2022
Q1 | $580K | Sell |
1,138
-178
| -14% | -$85.8K | 0.24% | 98 |
|
|
2021
Q4 | $661K | Buy |
1,316
+154
| +13% | +$69.7K | 0.24% | 90 |
|
|
2021
Q3 | $454K | Buy |
1,162
+20
| +2% | +$8.28K | 0.19% | 100 |
|
|
2021
Q2 | $457K | Buy |
1,142
+10
| +0.9% | +$3.99K | 0.24% | 83 |
|
|
2021
Q1 | $421K | Sell |
1,132
-45
| -4% | -$15.6K | 0.2% | 89 |
|
|
2020
Q4 | $413K | Buy |
1,177
+54
| +5% | +$18.1K | 0.21% | 84 |
|
|
2020
Q3 | $350K | Sell |
1,123
-11
| -1% | -$3.38K | 0.2% | 91 |
|
|
2020
Q2 | $334K | Hold |
1,134
| – | – | 0.2% | 92 |
|
|
2020
Q1 | $283K | Sell |
1,134
-61
| -5% | -$16.8K | 0.2% | 87 |
|
|
2019
Q4 | $351K | Buy |
+1,195
| New | +$313K | 0.23% | 75 |
|
Other funds holding UNH
VCM
VPM
