Beacon Pointe Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Sell |
60,431
-215
| -0.4% | -$67.1K | 0.2% | 115 |
|
|
2025
Q1 | $31.8M | Buy |
60,646
+1,541
| +3% | +$807K | 0.36% | 57 |
|
|
2024
Q4 | $29.9M | Sell |
59,105
-4,251
| -7% | -$2.15M | 0.33% | 61 |
|
|
2024
Q3 | $37M | Sell |
63,356
-168
| -0.3% | -$98.2K | 0.43% | 48 |
|
|
2024
Q2 | $32.4M | Buy |
63,524
+5,387
| +9% | +$2.74M | 0.38% | 55 |
|
|
2024
Q1 | $28.8M | Sell |
58,137
-18,782
| -24% | -$9.29M | 0.32% | 68 |
|
|
2023
Q4 | $40.5M | Sell |
76,919
-2,438
| -3% | -$1.28M | 0.48% | 40 |
|
|
2023
Q3 | $40M | Buy |
79,357
+9,913
| +14% | +$5M | 0.5% | 40 |
|
|
2023
Q2 | $33.4M | Sell |
69,444
-8,498
| -11% | -$4.08M | 0.55% | 39 |
|
|
2023
Q1 | $36.8M | Buy |
77,942
+2,235
| +3% | +$1.06M | 0.63% | 30 |
|
|
2022
Q4 | $40.1M | Buy |
75,707
+8,775
| +13% | +$4.65M | 0.78% | 24 |
|
|
2022
Q3 | $33.9M | Buy |
66,932
+269
| +0.4% | +$136K | 0.76% | 23 |
|
|
2022
Q2 | $34.3M | Sell |
66,663
-33,593
| -34% | -$17.3M | 0.72% | 23 |
|
|
2022
Q1 | $51.1M | Buy |
100,256
+62,646
| +167% | +$31.9M | 0.7% | 23 |
|
|
2021
Q4 | $18.9M | Sell |
37,610
-12,154
| -24% | -$6.1M | 0.49% | 44 |
|
|
2021
Q3 | $19.4M | Buy |
49,764
+27,462
| +123% | +$10.7M | 0.48% | 45 |
|
|
2021
Q2 | $8.93M | Buy |
22,302
+15,190
| +214% | +$6.08M | 0.32% | 80 |
|
|
2021
Q1 | $2.65M | Buy |
7,112
+770
| +12% | +$287K | 0.16% | 112 |
|
|
2020
Q4 | $2.23M | Buy |
6,342
+1,807
| +40% | +$635K | 0.15% | 123 |
|
|
2020
Q3 | $1.42M | Buy |
4,535
+857
| +23% | +$267K | 0.14% | 133 |
|
|
2020
Q2 | $1.09M | Buy |
3,678
+1,363
| +59% | +$402K | 0.11% | 156 |
|
|
2020
Q1 | $576K | Buy |
2,315
+314
| +16% | +$78.1K | 0.09% | 162 |
|
|
2019
Q4 | $588K | Buy |
2,001
+389
| +24% | +$114K | 0.18% | 113 |
|
|
2019
Q3 | $350K | Buy |
1,612
+132
| +9% | +$28.7K | 0.15% | 125 |
|
|
2019
Q2 | $362K | Buy |
+1,480
| New | +$362K | 0.13% | 145 |
|