BA
Bellwether Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.5K | Buy |
146
+57
| +64% | +$17.8K | 0.01% | 230 |
|
|
2025
Q1 | $46.6K | Sell |
89
-40
| -31% | -$21K | 0.01% | 224 |
|
|
2024
Q4 | $65.3K | Buy |
+129
| New | +$65.3K | 0.01% | 211 |
|
|
2024
Q3 | – | Sell |
-3,165
| Closed | -$1.61M | – | 145 |
|
|
2024
Q2 | $1.61M | Sell |
3,165
-4,941
| -61% | -$2.52M | 0.34% | 60 |
|
|
2024
Q1 | $4.01M | Buy |
+8,106
| New | +$4.01M | 0.88% | 28 |
|
|
2023
Q3 | – | Sell |
-8,875
| Closed | -$4.27M | – | 119 |
|
|
2023
Q2 | $4.27M | Buy |
8,875
+4,064
| +84% | +$1.95M | 1.26% | 17 |
|
|
2023
Q1 | $2.27M | Buy |
4,811
+4,746
| +7,302% | +$2.24M | 0.62% | 39 |
|
|
2022
Q4 | $34.5K | Sell |
65
-53
| -45% | -$28.1K | 0.01% | 211 |
|
|
2022
Q3 | $59K | Buy |
118
+82
| +228% | +$41K | 0.02% | 149 |
|
|
2022
Q2 | $18K | Sell |
36
-20
| -36% | -$10K | 0.01% | 223 |
|
|
2022
Q1 | $28K | Hold |
56
| – | – | 0.01% | 232 |
|
|
2021
Q4 | $28K | Hold |
56
| – | – | 0.01% | 246 |
|
|
2021
Q3 | $21K | Buy |
56
+20
| +56% | +$7.5K | 0.01% | 245 |
|
|
2021
Q2 | $14K | Sell |
36
-1
| -3% | -$389 | ﹤0.01% | 245 |
|
|
2021
Q1 | $13K | Hold |
37
| – | – | 0.01% | 233 |
|
|
2020
Q4 | $12K | Buy |
+37
| New | +$12K | 0.01% | 226 |
|