BAM
Belpointe Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48M | Buy |
11,165
+2,051
| +23% | +$640K | 0.15% | 125 |
|
|
2025
Q1 | $4.77M | Buy |
9,114
+315
| +4% | +$165K | 0.25% | 75 |
|
|
2024
Q4 | $5.19M | Buy |
8,799
+38
| +0.4% | +$22.4K | 0.31% | 57 |
|
|
2024
Q3 | $5.12M | Sell |
8,761
-140
| -2% | -$81.9K | 0.31% | 59 |
|
|
2024
Q2 | $4.53M | Buy |
8,901
+242
| +3% | +$123K | 0.32% | 54 |
|
|
2024
Q1 | $4.28M | Buy |
8,659
+864
| +11% | +$427K | 0.32% | 56 |
|
|
2023
Q4 | $4.1M | Buy |
7,795
+172
| +2% | +$90.6K | 0.36% | 48 |
|
|
2023
Q3 | $3.84M | Buy |
7,623
+1,092
| +17% | +$551K | 0.4% | 46 |
|
|
2023
Q2 | $3.14M | Sell |
6,531
-8,761
| -57% | -$4.21M | 0.33% | 61 |
|
|
2023
Q1 | $7.23M | Buy |
15,292
+1,964
| +15% | +$928K | 0.39% | 39 |
|
|
2022
Q4 | $7.07M | Buy |
13,328
+1,333
| +11% | +$707K | 0.43% | 33 |
|
|
2022
Q3 | $6.06M | Buy |
11,995
+1,300
| +12% | +$657K | 0.41% | 40 |
|
|
2022
Q2 | $5.49M | Sell |
10,695
-645
| -6% | -$331K | 0.37% | 46 |
|
|
2022
Q1 | $5.79M | Buy |
11,340
+275
| +2% | +$140K | 0.35% | 48 |
|
|
2021
Q4 | $5.56M | Sell |
11,065
-461
| -4% | -$231K | 0.35% | 54 |
|
|
2021
Q3 | $4.5M | Sell |
11,526
-3
| -0% | -$1.17K | 0.31% | 61 |
|
|
2021
Q2 | $4.62M | Buy |
11,529
+887
| +8% | +$355K | 0.33% | 54 |
|
|
2021
Q1 | $3.96M | Sell |
10,642
-1,116
| -9% | -$415K | 0.34% | 57 |
|
|
2020
Q4 | $4.12M | Buy |
11,758
+1,435
| +14% | +$503K | 0.37% | 51 |
|
|
2020
Q3 | $3.22M | Buy |
10,323
+195
| +2% | +$60.8K | 0.36% | 52 |
|
|
2020
Q2 | $2.99M | Buy |
10,128
+1,043
| +11% | +$308K | 0.39% | 49 |
|
|
2020
Q1 | $2.27M | Sell |
9,085
-157
| -2% | -$39.2K | 0.4% | 52 |
|
|
2019
Q4 | $2.72M | Buy |
9,242
+2,043
| +28% | +$601K | 0.34% | 73 |
|
|
2019
Q3 | $1.57M | Buy |
7,199
+70
| +1% | +$15.2K | 0.25% | 93 |
|
|
2019
Q2 | $1.74M | Sell |
7,129
-1,567
| -18% | -$382K | 0.34% | 59 |
|
|
2019
Q1 | $2.15M | Buy |
8,696
+2,170
| +33% | +$537K | 0.42% | 42 |
|
|
2018
Q4 | $1.63M | Sell |
6,526
-1,632
| -20% | -$407K | 0.41% | 43 |
|
|
2018
Q3 | $2.17M | Buy |
8,158
+2,796
| +52% | +$744K | 0.34% | 51 |
|
|
2018
Q2 | $1.32M | Buy |
5,362
+1,823
| +52% | +$447K | 0.37% | 42 |
|
|
2018
Q1 | $757K | Buy |
3,539
+367
| +12% | +$78.5K | 0.22% | 87 |
|
|
2017
Q4 | $699K | Buy |
3,172
+390
| +14% | +$85.9K | 0.15% | 150 |
|
|
2017
Q3 | $545K | Buy |
+2,782
| New | +$545K | 0.13% | 173 |
|