Beaton Management Company’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 | $312K | Sell |
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|
2025
Q2 | $290K | Buy |
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|
2025
Q1 | $435K | Hold |
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|
2024
Q4 | $420K | Hold |
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|
2024
Q3 | $486K | Hold |
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|
2024
Q2 | $423K | Buy |
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|
2024
Q1 | $399K | Buy |
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|
2023
Q4 | $423K | Hold |
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|
2023
Q3 | $405K | Buy |
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|
2023
Q2 | $385K | Buy |
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|
2023
Q1 | $374K | Hold |
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|
2022
Q4 | $420K | Hold |
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|
2022
Q3 | $400K | Hold |
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|
2022
Q2 | $407K | Hold |
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|
2022
Q1 | $404K | Buy |
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|
2021
Q4 | $301K | Hold |
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|
2021
Q3 | $234K | Hold |
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|
2021
Q2 | $240K | Hold |
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|
2021
Q1 | $223K | Hold |
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|
2020
Q4 | $210K | Buy |
|