Beacon Capital Management LLC (Tennessee)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $126K | Sell |
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|
2025
Q1 | $228K | Buy |
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|
2024
Q4 | $204K | Sell |
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|
2024
Q3 | $264K | Buy |
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|
2024
Q2 | $141K | Buy |
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|
2024
Q1 | $136K | Buy |
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|
2023
Q4 | $106K | Sell |
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|
2023
Q3 | $188K | Hold |
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|
2023
Q2 | $188K | Buy |
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|
2023
Q1 | $133K | Sell |
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|
2022
Q4 | $156K | Buy |
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|
2022
Q3 | $85K | Buy |
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|
2022
Q2 | $74K | Hold |
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|
2022
Q1 | $74K | Buy |
|