BFC
Bedel Financial Consulting’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
1,072
-619
| -37% | -$193K | 0.05% | 202 |
|
|
2025
Q1 | $667K | Buy |
1,691
+626
| +59% | +$247K | 0.1% | 114 |
|
|
2024
Q4 | $575K | Hold |
1,065
| – | – | 0.08% | 135 |
|
|
2024
Q3 | $623K | Sell |
1,065
-43
| -4% | -$25.1K | 0.09% | 127 |
|
|
2024
Q2 | $564K | Buy |
1,108
+92
| +9% | +$46.9K | 0.08% | 124 |
|
|
2024
Q1 | $503K | Hold |
1,016
| – | – | 0.08% | 132 |
|
|
2023
Q4 | $535K | Buy |
1,016
+16
| +2% | +$8.42K | 0.1% | 123 |
|
|
2023
Q3 | $504K | Hold |
1,000
| – | – | 0.1% | 122 |
|
|
2023
Q2 | $481K | Buy |
1,000
+17
| +2% | +$8.17K | 0.1% | 123 |
|
|
2023
Q1 | $465K | Sell |
983
-3
| -0.3% | -$1.42K | 0.11% | 119 |
|
|
2022
Q4 | $523K | Sell |
986
-18
| -2% | -$9.54K | 0.13% | 103 |
|
|
2022
Q3 | $547K | Sell |
1,004
-80
| -7% | -$43.6K | 0.15% | 95 |
|
|
2022
Q2 | $557K | Buy |
1,084
+83
| +8% | +$42.6K | 0.16% | 86 |
|
|
2022
Q1 | $510K | Sell |
1,001
-26
| -3% | -$13.2K | 0.16% | 90 |
|
|
2021
Q4 | $516K | Buy |
1,027
+26
| +3% | +$13.1K | 0.16% | 94 |
|
|
2021
Q3 | $391K | Buy |
1,001
+17
| +2% | +$6.64K | 0.13% | 117 |
|
|
2021
Q2 | $394K | Buy |
984
+88
| +10% | +$35.2K | 0.14% | 113 |
|
|
2021
Q1 | $333K | Buy |
896
+12
| +1% | +$4.46K | 0.13% | 121 |
|
|
2020
Q4 | $310K | Hold |
884
| – | – | 0.14% | 107 |
|
|
2020
Q3 | $276K | Buy |
884
+7
| +0.8% | +$2.19K | 0.14% | 106 |
|
|
2020
Q2 | $259K | Hold |
877
| – | – | 0.14% | 104 |
|
|
2020
Q1 | $219K | Hold |
877
| – | – | 0.14% | 109 |
|
|
2019
Q4 | $258K | Hold |
877
| – | – | 0.15% | 113 |
|
|
2019
Q3 | $191K | Hold |
877
| – | – | 0.12% | 144 |
|
|
2019
Q2 | $214K | Hold |
877
| – | – | 0.13% | 126 |
|
|
2019
Q1 | $217K | Buy |
877
+20
| +2% | +$4.95K | 0.14% | 119 |
|
|
2018
Q4 | $213K | Hold |
857
| – | – | 0.15% | 115 |
|
|
2018
Q3 | $233K | Buy |
857
+20
| +2% | +$5.44K | 0.16% | 118 |
|
|
2018
Q2 | $205K | Buy |
837
+9
| +1% | +$2.2K | 0.15% | 132 |
|
|
2018
Q1 | $177K | Buy |
+828
| New | +$177K | 0.13% | 146 |
|