Beese Fulmer Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $515K | Buy |
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|
2025
Q2 | $421K | Sell |
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|
2025
Q1 | $12.1M | Sell |
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|
2024
Q4 | $11.8M | Buy |
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|
2024
Q3 | $13.3M | Buy |
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|
2024
Q2 | $11.4M | Buy |
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|
2024
Q1 | $10.2M | Buy |
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|
2023
Q4 | $797K | Buy |
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|
2023
Q3 | $752K | Sell |
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|
2023
Q2 | $727K | Sell |
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|
2023
Q1 | $768K | Buy |
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|
2022
Q4 | $522K | Sell |
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|
2022
Q3 | $503K | Sell |
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|
2022
Q2 | $547K | Sell |
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|
2022
Q1 | $545K | Sell |
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|
2021
Q4 | $573K | Buy |
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|
2021
Q3 | $362K | Buy |
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|
2021
Q2 | $293K | Buy |
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