BFIC
Bedell Frazier Investment Counselling’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Sell |
8,153
-6,355
| -44% | -$1.98M | 0.64% | 45 |
|
|
2025
Q1 | $7.6M | Sell |
14,508
-1,212
| -8% | -$635K | 1.93% | 16 |
|
|
2024
Q4 | $7.95M | Sell |
15,720
-573
| -4% | -$290K | 1.97% | 16 |
|
|
2024
Q3 | $9.53M | Buy |
16,293
+62
| +0.4% | +$36.3K | 2.28% | 12 |
|
|
2024
Q2 | $8.27M | Buy |
16,231
+2,004
| +14% | +$1.02M | 1.99% | 14 |
|
|
2024
Q1 | $7.04M | Buy |
14,227
+247
| +2% | +$122K | 1.76% | 19 |
|
|
2023
Q4 | $7.36M | Sell |
13,980
-228
| -2% | -$120K | 2.02% | 15 |
|
|
2023
Q3 | $7.16M | Buy |
14,208
+3,306
| +30% | +$1.67M | 2.14% | 16 |
|
|
2023
Q2 | $5.24M | Buy |
10,902
+10,397
| +2,059% | +$5M | 1.53% | 25 |
|
|
2023
Q1 | $239K | Sell |
505
-45
| -8% | -$21.3K | 0.07% | 85 |
|
|
2022
Q4 | $292K | Buy |
550
+7
| +1% | +$3.71K | 0.08% | 92 |
|
|
2022
Q3 | $274K | Buy |
+543
| New | +$274K | 0.08% | 84 |
|