Beacon Capital Management LLC (Tennessee)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Sell |
403
-33
| -8% | -$10.3K | 0.02% | 171 |
|
|
2025
Q1 | $228K | Buy |
436
+32
| +8% | +$16.8K | 0.03% | 114 |
|
|
2024
Q4 | $204K | Sell |
404
-48
| -11% | -$24.3K | 0.03% | 115 |
|
|
2024
Q3 | $264K | Buy |
452
+175
| +63% | +$102K | 0.04% | 100 |
|
|
2024
Q2 | $141K | Buy |
277
+2
| +0.7% | +$1.02K | 0.03% | 134 |
|
|
2024
Q1 | $136K | Buy |
275
+65
| +31% | +$32.2K | 0.03% | 137 |
|
|
2023
Q4 | $106K | Sell |
210
-182
| -46% | -$91.8K | 0.03% | 138 |
|
|
2023
Q3 | $188K | Hold |
392
| – | – | 0.05% | 97 |
|
|
2023
Q2 | $188K | Buy |
392
+110
| +39% | +$52.9K | 0.05% | 97 |
|
|
2023
Q1 | $133K | Sell |
282
-13
| -4% | -$6.14K | 0.04% | 110 |
|
|
2022
Q4 | $156K | Buy |
295
+129
| +78% | +$68.4K | 0.05% | 107 |
|
|
2022
Q3 | $85K | Buy |
166
+20
| +14% | +$10.2K | 0.03% | 159 |
|
|
2022
Q2 | $74K | Hold |
146
| – | – | 0.02% | 193 |
|
|
2022
Q1 | $74K | Buy |
+146
| New | +$74K | 0.02% | 193 |
|