Bellevue 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 | $6.86K | Sell |
22
-100
| -82% | -$31.2K | ﹤0.01% | 310 |
|
|
2025
Q1 | $63.9K | Hold |
122
| – | – | 0.03% | 132 |
|
|
2024
Q4 | $61.7K | Hold |
122
| – | – | 0.03% | 136 |
|
|
2024
Q3 | $71.3K | Hold |
122
| – | – | 0.04% | 126 |
|
|
2024
Q2 | $62.1K | Hold |
122
| – | – | 0.03% | 128 |
|
|
2024
Q1 | $60.4K | Hold |
122
| – | – | 0.03% | 130 |
|
|
2023
Q4 | $64.2K | Hold |
122
| – | – | 0.06% | 124 |
|
|
2023
Q3 | $61.5K | Hold |
122
| – | – | 0.04% | 116 |
|
|
2023
Q2 | $58.6K | Hold |
122
| – | – | 0.04% | 130 |
|
|
2023
Q1 | $57.7K | Hold |
122
| – | – | 0.04% | 132 |
|
|
2022
Q4 | $64.2K | Hold |
122
| – | – | 0.05% | 128 |
|
|
2022
Q3 | $62K | Hold |
122
| – | – | 0.05% | 132 |
|
|
2022
Q2 | $63K | Hold |
122
| – | – | 0.05% | 135 |
|
|
2022
Q1 | $63K | Hold |
122
| – | – | 0.04% | 149 |
|
|
2021
Q4 | $61K | Sell |
122
-100
| -45% | -$50K | 0.04% | 159 |
|
|
2021
Q3 | $88K | Hold |
222
| – | – | 0.05% | 126 |
|
|
2021
Q2 | $89K | Hold |
222
| – | – | 0.05% | 132 |
|
|
2021
Q1 | $83K | Hold |
222
| – | – | 0.05% | 135 |
|
|
2020
Q4 | $77K | Hold |
222
| – | – | 0.05% | 137 |
|
|
2020
Q3 | $69K | Hold |
222
| – | – | 0.05% | 130 |
|
|
2020
Q2 | $65K | Hold |
222
| – | – | 0.07% | 138 |
|
|
2020
Q1 | $65K | Buy |
222
+22
| +11% | +$6.44K | 0.07% | 136 |
|
|
2019
Q4 | $59K | Buy |
+200
| New | +$59K | 0.05% | 134 |
|