Beese Fulmer Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Sell |
1,351
-21,839
| -94% | -$6.81M | 0.03% | 198 |
|
|
2025
Q1 | $12.1M | Sell |
23,190
-81
| -0.3% | -$42.4K | 1.05% | 34 |
|
|
2024
Q4 | $11.8M | Buy |
23,271
+511
| +2% | +$258K | 1% | 35 |
|
|
2024
Q3 | $13.3M | Buy |
22,760
+279
| +1% | +$163K | 1.14% | 32 |
|
|
2024
Q2 | $11.4M | Buy |
22,481
+1,858
| +9% | +$946K | 1.04% | 38 |
|
|
2024
Q1 | $10.2M | Buy |
20,623
+19,109
| +1,262% | +$9.45M | 0.96% | 40 |
|
|
2023
Q4 | $797K | Buy |
1,514
+23
| +2% | +$12.1K | 0.08% | 124 |
|
|
2023
Q3 | $752K | Sell |
1,491
-22
| -1% | -$11.1K | 0.08% | 127 |
|
|
2023
Q2 | $727K | Sell |
1,513
-113
| -7% | -$54.3K | 0.08% | 134 |
|
|
2023
Q1 | $768K | Buy |
1,626
+642
| +65% | +$303K | 0.09% | 131 |
|
|
2022
Q4 | $522K | Sell |
984
-12
| -1% | -$6.36K | 0.06% | 149 |
|
|
2022
Q3 | $503K | Sell |
996
-68
| -6% | -$34.3K | 0.07% | 140 |
|
|
2022
Q2 | $547K | Sell |
1,064
-4
| -0.4% | -$2.06K | 0.07% | 139 |
|
|
2022
Q1 | $545K | Sell |
1,068
-74
| -6% | -$37.8K | 0.06% | 151 |
|
|
2021
Q4 | $573K | Buy |
1,142
+216
| +23% | +$108K | 0.06% | 152 |
|
|
2021
Q3 | $362K | Buy |
926
+194
| +27% | +$75.8K | 0.04% | 176 |
|
|
2021
Q2 | $293K | Buy |
+732
| New | +$293K | 0.03% | 184 |
|