Berkeley Capital Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $851K | Buy |
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|
2025
Q2 | $642K | Sell |
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|
2025
Q1 | $1.21M | Buy |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $925K | Sell |
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|
2023
Q1 | $930K | Buy |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $969K | Sell |
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|
2022
Q2 | $986K | Sell |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $942K | Sell |
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|
2021
Q3 | $754K | Sell |
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|
2021
Q2 | $774K | Sell |
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|
2021
Q1 | $729K | Sell |
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|
2020
Q4 | $689K | Sell |
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|
2020
Q3 | $621K | Sell |
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|
2020
Q2 | $599K | Sell |
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|
2020
Q1 | $507K | Sell |
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|
2019
Q4 | $612K | Sell |
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|
2019
Q3 | $466K | Sell |
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|
2019
Q2 | $542K | Buy |
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|
2019
Q1 | $511K | Buy |
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|
2018
Q4 | $457K | Sell |
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|
2018
Q3 | $506K | Sell |
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|
2018
Q2 | $497K | Buy |
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|
2018
Q1 | $398K | Sell |
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|
2017
Q4 | $444K | Sell |
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|
2017
Q3 | $471K | Sell |
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|
2017
Q2 | $467K | Sell |
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|
2017
Q1 | $436K | Sell |
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|
2016
Q4 | $454K | Sell |
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|
2016
Q3 | $406K | Sell |
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|
2016
Q2 | $437K | Sell |
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|
2016
Q1 | $485K | Sell |
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|
2015
Q4 | $704K | Buy |
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