BFA
Beaumont Financial Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
3,858
-173
| -4% | -$54K | 0.09% | 130 |
|
|
2025
Q1 | $2.11M | Sell |
4,031
-95
| -2% | -$49.8K | 0.17% | 86 |
|
|
2024
Q4 | $2.09M | Sell |
4,126
-100
| -2% | -$50.6K | 0.16% | 89 |
|
|
2024
Q3 | $2.47M | Sell |
4,226
-143
| -3% | -$83.6K | 0.19% | 76 |
|
|
2024
Q2 | $2.22M | Sell |
4,369
-44
| -1% | -$22.4K | 0.18% | 84 |
|
|
2024
Q1 | $2.18M | Sell |
4,413
-6
| -0.1% | -$2.97K | 0.18% | 78 |
|
|
2023
Q4 | $2.33M | Sell |
4,419
-272
| -6% | -$143K | 0.21% | 71 |
|
|
2023
Q3 | $2.36M | Buy |
4,691
+208
| +5% | +$105K | 0.24% | 65 |
|
|
2023
Q2 | $2.15M | Buy |
4,483
+193
| +4% | +$92.8K | 0.2% | 76 |
|
|
2023
Q1 | $2.03M | Sell |
4,290
-46
| -1% | -$21.7K | 0.21% | 70 |
|
|
2022
Q4 | $2.3M | Sell |
4,336
-185
| -4% | -$98.1K | 0.23% | 59 |
|
|
2022
Q3 | $2.28M | Sell |
4,521
-75
| -2% | -$37.9K | 0.22% | 61 |
|
|
2022
Q2 | $2.36M | Buy |
4,596
+56
| +1% | +$28.8K | 0.21% | 69 |
|
|
2022
Q1 | $2.32M | Sell |
4,540
-596
| -12% | -$304K | 0.18% | 100 |
|
|
2021
Q4 | $2.58M | Sell |
5,136
-206
| -4% | -$103K | 0.19% | 81 |
|
|
2021
Q3 | $2.09M | Sell |
5,342
-272
| -5% | -$106K | 0.16% | 99 |
|
|
2021
Q2 | $2.25M | Buy |
5,614
+251
| +5% | +$101K | 0.17% | 93 |
|
|
2021
Q1 | $2M | Buy |
5,363
+114
| +2% | +$42.4K | 0.17% | 96 |
|
|
2020
Q4 | $1.84M | Sell |
5,249
-421
| -7% | -$148K | 0.16% | 99 |
|
|
2020
Q3 | $1.77M | Buy |
5,670
+210
| +4% | +$65.5K | 0.17% | 99 |
|
|
2020
Q2 | $1.61M | Sell |
5,460
-89
| -2% | -$26.2K | 0.17% | 99 |
|
|
2020
Q1 | $1.38M | Buy |
5,549
+32
| +0.6% | +$7.98K | 0.17% | 91 |
|
|
2019
Q4 | $1.62M | Buy |
5,517
+386
| +8% | +$113K | 0.16% | 101 |
|
|
2019
Q3 | $1.12M | Buy |
5,131
+273
| +6% | +$59.3K | 0.11% | 114 |
|
|
2019
Q2 | $1.19M | Buy |
4,858
+512
| +12% | +$125K | 0.12% | 109 |
|
|
2019
Q1 | $1.08M | Sell |
4,346
-30
| -0.7% | -$7.42K | 0.12% | 105 |
|
|
2018
Q4 | $1.09M | Sell |
4,376
-112
| -2% | -$27.9K | 0.18% | 79 |
|
|
2018
Q3 | $1.19M | Buy |
4,488
+2,558
| +133% | +$681K | 0.12% | 96 |
|
|
2018
Q2 | $474K | Buy |
1,930
+74
| +4% | +$18.2K | 0.05% | 137 |
|
|
2018
Q1 | $397K | Buy |
1,856
+668
| +56% | +$143K | 0.04% | 148 |
|
|
2017
Q4 | $262K | Hold |
1,188
| – | – | 0.03% | 164 |
|
|
2017
Q3 | $233K | Sell |
1,188
-74
| -6% | -$14.5K | 0.03% | 167 |
|
|
2017
Q2 | $234K | Sell |
1,262
-460
| -27% | -$85.3K | 0.03% | 163 |
|
|
2017
Q1 | $282K | Buy |
+1,722
| New | +$282K | 0.04% | 153 |
|