Bell Asset 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 | $8.73M | Buy |
27,982
+2,030
| +8% | +$633K | 1.92% | 11 |
|
|
2025
Q1 | $13.6M | Sell |
25,952
-2,544
| -9% | -$1.33M | 2.5% | 6 |
|
|
2024
Q4 | $14.4M | Buy |
28,496
+922
| +3% | +$466K | 2.63% | 7 |
|
|
2024
Q3 | $16.1M | Sell |
27,574
-27,408
| -50% | -$16M | 2.95% | 5 |
|
|
2024
Q2 | $28M | Buy |
54,982
+1,944
| +4% | +$990K | 3.93% | 4 |
|
|
2024
Q1 | $26.2M | Buy |
53,038
+1,616
| +3% | +$799K | 3.85% | 3 |
|
|
2023
Q4 | $27.1M | Buy |
51,422
+1,067
| +2% | +$562K | 4.13% | 3 |
|
|
2023
Q3 | $25.4M | Buy |
50,355
+9,847
| +24% | +$4.96M | 4.18% | 3 |
|
|
2023
Q2 | $19.5M | Buy |
40,508
+3,854
| +11% | +$1.85M | 3.33% | 2 |
|
|
2023
Q1 | $17.3M | Buy |
36,654
+13,751
| +60% | +$6.5M | 3.17% | 3 |
|
|
2022
Q4 | $12.1M | Sell |
22,903
-3,307
| -13% | -$1.75M | 2.27% | 8 |
|
|
2022
Q3 | $13.2M | Sell |
26,210
-2,567
| -9% | -$1.3M | 2.68% | 4 |
|
|
2022
Q2 | $14.8M | Sell |
28,777
-6,421
| -18% | -$3.3M | 2.92% | 4 |
|
|
2022
Q1 | $18M | Sell |
35,198
-2,191
| -6% | -$1.12M | 3.09% | 4 |
|
|
2021
Q4 | $18.8M | Sell |
37,389
-4,478
| -11% | -$2.25M | 3.03% | 4 |
|
|
2021
Q3 | $16.4M | Buy |
41,867
+5,565
| +15% | +$2.17M | 2.79% | 4 |
|
|
2021
Q2 | $14.5M | Sell |
36,302
-12,754
| -26% | -$5.11M | 2.84% | 4 |
|
|
2021
Q1 | $18.3M | Buy |
49,056
+3,053
| +7% | +$1.14M | 3.92% | 3 |
|
|
2020
Q4 | $16.1M | Buy |
46,003
+2,166
| +5% | +$760K | 3.53% | 2 |
|
|
2020
Q3 | $13.7M | Buy |
43,837
+2,903
| +7% | +$905K | 3.4% | 2 |
|
|
2020
Q2 | $12.1M | Sell |
40,934
-2,721
| -6% | -$803K | 3.27% | 2 |
|
|
2020
Q1 | $10.9M | Buy |
43,655
+2,470
| +6% | +$616K | 3.39% | 2 |
|
|
2019
Q4 | $12.1M | Sell |
41,185
-35,571
| -46% | -$10.5M | 3.11% | 3 |
|
|
2019
Q3 | $16.7M | Sell |
76,756
-102
| -0.1% | -$22.2K | 2.56% | 5 |
|
|
2019
Q2 | $18.8M | Buy |
76,858
+5,060
| +7% | +$1.23M | 3.04% | 3 |
|
|
2019
Q1 | $17.8M | Buy |
71,798
+14,547
| +25% | +$3.6M | 3.05% | 3 |
|
|
2018
Q4 | $14.3M | Buy |
57,251
+7,331
| +15% | +$1.83M | 3% | 3 |
|
|
2018
Q3 | $13.3M | Buy |
49,920
+6,827
| +16% | +$1.82M | 2.76% | 4 |
|
|
2018
Q2 | $10.6M | Buy |
43,093
+337
| +0.8% | +$82.9K | 2.56% | 7 |
|
|
2018
Q1 | $11.9M | Buy |
42,756
+3,271
| +8% | +$913K | 2.39% | 6 |
|
|
2017
Q4 | $8.7M | Buy |
+39,485
| New | +$8.7M | 2.08% | 7 |
|