BG
Bellevue Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.4M | Sell |
142,296
-22,446
| -14% | -$7M | 0.98% | 25 |
|
|
2025
Q1 | $86.3M | Buy |
164,742
+5,029
| +3% | +$2.63M | 1.93% | 13 |
|
|
2024
Q4 | $80.8M | Sell |
159,713
-65,837
| -29% | -$33.3M | 1.56% | 19 |
|
|
2024
Q3 | $132M | Buy |
225,550
+19,875
| +10% | +$11.6M | 2.14% | 14 |
|
|
2024
Q2 | $105M | Buy |
205,675
+56,956
| +38% | +$29M | 1.7% | 18 |
|
|
2024
Q1 | $73.6M | Buy |
148,719
+10,567
| +8% | +$5.23M | 1.12% | 24 |
|
|
2023
Q4 | $72.7M | Sell |
138,152
-120,053
| -46% | -$63.2M | 1.11% | 26 |
|
|
2023
Q3 | $130M | Buy |
258,205
+48,078
| +23% | +$24.2M | 2.1% | 13 |
|
|
2023
Q2 | $101M | Buy |
210,127
+15,316
| +8% | +$7.36M | 1.44% | 20 |
|
|
2023
Q1 | $92.1M | Sell |
194,811
-29,483
| -13% | -$13.9M | 1.34% | 19 |
|
|
2022
Q4 | $119M | Sell |
224,294
-72,460
| -24% | -$38.4M | 1.58% | 16 |
|
|
2022
Q3 | $150M | Sell |
296,754
-5,290
| -2% | -$2.67M | 2.15% | 12 |
|
|
2022
Q2 | $155M | Sell |
302,044
-3,657
| -1% | -$1.88M | 2.19% | 10 |
|
|
2022
Q1 | $156M | Sell |
305,701
-6,580
| -2% | -$3.36M | 1.81% | 13 |
|
|
2021
Q4 | $157M | Sell |
312,281
-25,701
| -8% | -$12.9M | 1.62% | 15 |
|
|
2021
Q3 | $132M | Sell |
337,982
-5,069
| -1% | -$1.98M | 1.34% | 20 |
|
|
2021
Q2 | $137M | Sell |
343,051
-14,330
| -4% | -$5.74M | 1.34% | 19 |
|
|
2021
Q1 | $133M | Buy |
357,381
+51,336
| +17% | +$19.1M | 1.41% | 19 |
|
|
2020
Q4 | $107M | Sell |
306,045
-18,008
| -6% | -$6.32M | 1.23% | 27 |
|
|
2020
Q3 | $101M | Buy |
324,053
+17,417
| +6% | +$5.43M | 1.4% | 16 |
|
|
2020
Q2 | $90.4M | Sell |
306,636
-9,572
| -3% | -$2.82M | 1.28% | 20 |
|
|
2020
Q1 | $78.9M | Buy |
316,208
+40,998
| +15% | +$10.2M | 1.53% | 17 |
|
|
2019
Q4 | $80.9M | Buy |
275,210
+36,498
| +15% | +$10.7M | 1.28% | 23 |
|
|
2019
Q3 | $51.9M | Buy |
238,712
+44,318
| +23% | +$9.63M | 0.96% | 30 |
|
|
2019
Q2 | $47.4M | Buy |
194,394
+61,557
| +46% | +$15M | 0.81% | 35 |
|
|
2019
Q1 | $32.8M | Buy |
132,837
+1
| +0% | +$247 | 1.81% | 13 |
|
|
2018
Q4 | $33.1M | Buy |
132,836
+8,988
| +7% | +$2.24M | 2.18% | 11 |
|
|
2018
Q3 | $32.9M | Buy |
123,848
+27,119
| +28% | +$7.21M | 2.09% | 14 |
|
|
2018
Q2 | $23.7M | Sell |
96,729
-45,861
| -32% | -$11.3M | 2.02% | 14 |
|
|
2018
Q1 | $30.5M | Sell |
142,590
-320
| -0.2% | -$68.5K | 3.02% | 6 |
|
|
2017
Q4 | $31.5M | Buy |
142,910
+6,640
| +5% | +$1.46M | 3.29% | 6 |
|
|
2017
Q3 | $26.7M | Buy |
136,270
+7,230
| +6% | +$1.42M | 2.79% | 9 |
|
|
2017
Q2 | $23.9M | Buy |
129,040
+5,100
| +4% | +$946K | 2.83% | 4 |
|
|
2017
Q1 | $20.3M | Buy |
123,940
+13,940
| +13% | +$2.29M | 2.71% | 5 |
|
|
2016
Q4 | $17.6M | Buy |
110,000
+10,800
| +11% | +$1.73M | 3.61% | 4 |
|
|
2016
Q3 | $13.9M | Hold |
99,200
| – | – | 2.51% | 9 |
|
|
2016
Q2 | $14M | Buy |
99,200
+6,200
| +7% | +$875K | 2.64% | 6 |
|
|
2016
Q1 | $12M | Buy |
+93,000
| New | +$12M | 2.18% | 11 |
|