BFG
Beacon Financial Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $826K | Buy |
2,646
+55
| +2% | +$17.2K | 0.09% | 183 |
|
|
2025
Q1 | $1.36M | Sell |
2,591
-265
| -9% | -$139K | 0.15% | 135 |
|
|
2024
Q4 | $1.44M | Sell |
2,856
-158
| -5% | -$79.9K | 0.16% | 140 |
|
|
2024
Q3 | $1.76M | Buy |
3,014
+81
| +3% | +$47.4K | 0.19% | 124 |
|
|
2024
Q2 | $1.49M | Sell |
2,933
-13
| -0.4% | -$6.62K | 0.17% | 129 |
|
|
2024
Q1 | $1.46M | Sell |
2,946
-132
| -4% | -$65.3K | 0.17% | 131 |
|
|
2023
Q4 | $1.62M | Buy |
3,078
+404
| +15% | +$213K | 0.2% | 118 |
|
|
2023
Q3 | $1.27M | Sell |
2,674
-49
| -2% | -$23.3K | 0.18% | 120 |
|
|
2023
Q2 | $1.3M | Sell |
2,723
-208
| -7% | -$99.1K | 0.18% | 119 |
|
|
2023
Q1 | $1.51M | Sell |
2,931
-708
| -19% | -$365K | 0.21% | 110 |
|
|
2022
Q4 | $1.93M | Sell |
3,639
-231
| -6% | -$122K | 0.26% | 97 |
|
|
2022
Q3 | $1.97M | Buy |
3,870
+26
| +0.7% | +$13.2K | 0.31% | 84 |
|
|
2022
Q2 | $1.9M | Sell |
3,844
-17
| -0.4% | -$8.41K | 0.28% | 92 |
|
|
2022
Q1 | $2M | Buy |
3,861
+34
| +0.9% | +$17.6K | 0.27% | 92 |
|
|
2021
Q4 | $1.92M | Sell |
3,827
-814
| -18% | -$409K | 0.25% | 92 |
|
|
2021
Q3 | $1.86M | Buy |
4,641
+116
| +3% | +$46.5K | 0.25% | 89 |
|
|
2021
Q2 | $1.87M | Sell |
4,525
-70
| -2% | -$28.9K | 0.26% | 90 |
|
|
2021
Q1 | $1.63M | Hold |
4,595
| – | – | 0.26% | 98 |
|
|
2020
Q4 | $1.63M | Sell |
4,595
-67
| -1% | -$23.8K | 0.26% | 98 |
|
|
2020
Q3 | $1.46M | Hold |
4,662
| – | – | 0.26% | 93 |
|
|
2020
Q2 | $1.35M | Buy |
4,662
+1,407
| +43% | +$408K | 0.26% | 98 |
|
|
2020
Q1 | $818K | Sell |
3,255
-41
| -1% | -$10.3K | 0.18% | 114 |
|
|
2019
Q4 | $969K | Buy |
3,296
+474
| +17% | +$139K | 0.12% | 118 |
|
|
2019
Q3 | $607K | Sell |
2,822
-60
| -2% | -$12.9K | 0.1% | 135 |
|
|
2019
Q2 | $703K | Buy |
+2,882
| New | +$703K | 0.12% | 128 |
|