Beacon Investment Advisory Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.29M | Sell |
20,177
-1,167
| -5% | -$364K | 0.28% | 77 |
|
|
2025
Q1 | $11.2M | Sell |
21,344
-496
| -2% | -$260K | 0.52% | 57 |
|
|
2024
Q4 | $11M | Buy |
21,840
+86
| +0.4% | +$43.5K | 0.48% | 60 |
|
|
2024
Q3 | $12.7M | Sell |
21,754
-264
| -1% | -$154K | 0.53% | 59 |
|
|
2024
Q2 | $11.2M | Sell |
22,018
-9,466
| -30% | -$4.82M | 0.48% | 58 |
|
|
2024
Q1 | $15.6M | Sell |
31,484
-646
| -2% | -$320K | 0.67% | 47 |
|
|
2023
Q4 | $16.9M | Sell |
32,130
-2,696
| -8% | -$1.42M | 0.77% | 42 |
|
|
2023
Q3 | $17.6M | Buy |
34,826
+358
| +1% | +$180K | 0.86% | 40 |
|
|
2023
Q2 | $16.6M | Sell |
34,468
-11,360
| -25% | -$5.46M | 0.76% | 41 |
|
|
2023
Q1 | $21.7M | Sell |
45,828
-415
| -0.9% | -$196K | 1.05% | 30 |
|
|
2022
Q4 | $24.5M | Sell |
46,243
-557
| -1% | -$295K | 1.26% | 23 |
|
|
2022
Q3 | $23.6M | Sell |
46,800
-158
| -0.3% | -$79.8K | 1.3% | 20 |
|
|
2022
Q2 | $24.1M | Buy |
46,958
+8,106
| +21% | +$4.16M | 1.26% | 23 |
|
|
2022
Q1 | $19.8M | Buy |
38,852
+122
| +0.3% | +$62.2K | 0.85% | 34 |
|
|
2021
Q4 | $19.4M | Buy |
38,730
+748
| +2% | +$376K | 0.76% | 39 |
|
|
2021
Q3 | $14.8M | Buy |
37,982
+715
| +2% | +$279K | 0.61% | 49 |
|
|
2021
Q2 | $14.9M | Buy |
37,267
+563
| +2% | +$225K | 0.6% | 53 |
|
|
2021
Q1 | $13.7M | Buy |
36,704
+727
| +2% | +$271K | 0.6% | 50 |
|
|
2020
Q4 | $12.6M | Buy |
35,977
+519
| +1% | +$182K | 0.58% | 52 |
|
|
2020
Q3 | $11.1M | Sell |
35,458
-197
| -0.6% | -$61.4K | 0.57% | 51 |
|
|
2020
Q2 | $10.5M | Sell |
35,655
-211
| -0.6% | -$62.2K | 0.6% | 53 |
|
|
2020
Q1 | $8.94M | Sell |
35,866
-184
| -0.5% | -$45.9K | 0.63% | 51 |
|
|
2019
Q4 | $10.6M | Sell |
36,050
-12,386
| -26% | -$3.64M | 0.57% | 55 |
|
|
2019
Q3 | $10.5M | Buy |
48,436
+2,831
| +6% | +$615K | 1.05% | 28 |
|
|
2019
Q2 | $11.1M | Buy |
45,605
+184
| +0.4% | +$44.9K | 1.18% | 23 |
|
|
2019
Q1 | $11.2M | Buy |
45,421
+1,128
| +3% | +$279K | 1.19% | 22 |
|
|
2018
Q4 | $11M | Buy |
44,293
+239
| +0.5% | +$59.5K | 1.22% | 21 |
|
|
2018
Q3 | $11.7M | Sell |
44,054
-1,227
| -3% | -$326K | 1.14% | 22 |
|
|
2018
Q2 | $11.1M | Sell |
45,281
-74
| -0.2% | -$18.2K | 1.12% | 24 |
|
|
2018
Q1 | $9.71M | Sell |
45,355
-425
| -0.9% | -$91K | 1% | 26 |
|
|
2017
Q4 | $10.1M | Sell |
45,780
-3,004
| -6% | -$662K | 1.07% | 22 |
|
|
2017
Q3 | $9.56M | Buy |
48,784
+47,615
| +4,073% | +$9.33M | 0.82% | 26 |
|
|
2017
Q2 | $217K | Buy |
+1,169
| New | +$217K | 0.04% | 101 |
|