Bell Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Sell |
438
-34
| -7% | -$10.6K | 0.02% | 141 |
|
|
2025
Q1 | $247K | Sell |
472
-26
| -5% | -$13.6K | 0.05% | 97 |
|
|
2024
Q4 | $252K | Buy |
498
+13
| +3% | +$6.58K | 0.05% | 97 |
|
|
2024
Q3 | $284K | Buy |
485
+28
| +6% | +$16.4K | 0.05% | 93 |
|
|
2024
Q2 | $233K | Sell |
457
-47
| -9% | -$23.9K | 0.05% | 97 |
|
|
2024
Q1 | $249K | Sell |
504
-21
| -4% | -$10.4K | 0.05% | 89 |
|
|
2023
Q4 | $276K | Buy |
525
+24
| +5% | +$12.6K | 0.06% | 85 |
|
|
2023
Q3 | $253K | Buy |
501
+4
| +0.8% | +$2.02K | 0.06% | 83 |
|
|
2023
Q2 | $239K | Sell |
497
-33
| -6% | -$15.9K | 0.05% | 79 |
|
|
2023
Q1 | $250K | Sell |
530
-64
| -11% | -$30.2K | 0.06% | 75 |
|
|
2022
Q4 | $315K | Buy |
594
+113
| +23% | +$59.9K | 0.08% | 64 |
|
|
2022
Q3 | $243K | Buy |
481
+68
| +16% | +$34.4K | 0.08% | 60 |
|
|
2022
Q2 | $212K | Buy |
+413
| New | +$212K | 0.07% | 64 |
|
|
2021
Q4 | $218K | Buy |
434
+31
| +8% | +$15.6K | 0.06% | 73 |
|
|
2021
Q3 | $157K | Buy |
+403
| New | +$157K | 0.05% | 80 |
|