Beaton Management Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
931
+100
| +12% | +$31.1K | 0.14% | 112 |
|
|
2025
Q1 | $435K | Hold |
831
| – | – | 0.23% | 94 |
|
|
2024
Q4 | $420K | Hold |
831
| – | – | 0.21% | 98 |
|
|
2024
Q3 | $486K | Hold |
831
| – | – | 0.25% | 92 |
|
|
2024
Q2 | $423K | Buy |
831
+25
| +3% | +$12.7K | 0.23% | 96 |
|
|
2024
Q1 | $399K | Buy |
806
+2
| +0.2% | +$990 | 0.22% | 101 |
|
|
2023
Q4 | $423K | Hold |
804
| – | – | 0.25% | 92 |
|
|
2023
Q3 | $405K | Buy |
804
+4
| +0.5% | +$2.02K | 0.26% | 86 |
|
|
2023
Q2 | $385K | Buy |
800
+8
| +1% | +$3.85K | 0.24% | 90 |
|
|
2023
Q1 | $374K | Hold |
792
| – | – | 0.25% | 90 |
|
|
2022
Q4 | $420K | Hold |
792
| – | – | 0.28% | 85 |
|
|
2022
Q3 | $400K | Hold |
792
| – | – | 0.3% | 83 |
|
|
2022
Q2 | $407K | Hold |
792
| – | – | 0.29% | 86 |
|
|
2022
Q1 | $404K | Buy |
792
+192
| +32% | +$97.9K | 0.25% | 90 |
|
|
2021
Q4 | $301K | Hold |
600
| – | – | 0.18% | 113 |
|
|
2021
Q3 | $234K | Hold |
600
| – | – | 0.15% | 128 |
|
|
2021
Q2 | $240K | Hold |
600
| – | – | 0.15% | 128 |
|
|
2021
Q1 | $223K | Hold |
600
| – | – | 0.15% | 126 |
|
|
2020
Q4 | $210K | Buy |
+600
| New | +$210K | 0.16% | 125 |
|