Berkeley Capital Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Sell |
2,058
-248
| -11% | -$77.4K | 0.16% | 104 |
|
|
2025
Q1 | $1.21M | Buy |
2,306
+173
| +8% | +$90.6K | 0.33% | 63 |
|
|
2024
Q4 | $1.08M | Sell |
2,133
-56
| -3% | -$28.3K | 0.3% | 68 |
|
|
2024
Q3 | $1.28M | Buy |
2,189
+15
| +0.7% | +$8.77K | 0.37% | 60 |
|
|
2024
Q2 | $1.11M | Buy |
2,174
+114
| +6% | +$58.1K | 0.33% | 58 |
|
|
2024
Q1 | $1.02M | Buy |
2,060
+72
| +4% | +$35.6K | 0.31% | 66 |
|
|
2023
Q4 | $1.05M | Sell |
1,988
-20
| -1% | -$10.5K | 0.35% | 56 |
|
|
2023
Q3 | $1.01M | Buy |
2,008
+84
| +4% | +$42.4K | 0.37% | 57 |
|
|
2023
Q2 | $925K | Sell |
1,924
-44
| -2% | -$21.1K | 0.33% | 61 |
|
|
2023
Q1 | $930K | Buy |
1,968
+34
| +2% | +$16.1K | 0.34% | 57 |
|
|
2022
Q4 | $1.03M | Buy |
1,934
+15
| +0.8% | +$7.95K | 0.4% | 52 |
|
|
2022
Q3 | $969K | Sell |
1,919
-1
| -0.1% | -$505 | 0.42% | 48 |
|
|
2022
Q2 | $986K | Sell |
1,920
-68
| -3% | -$34.9K | 0.41% | 44 |
|
|
2022
Q1 | $1.01M | Buy |
1,988
+113
| +6% | +$57.6K | 0.4% | 46 |
|
|
2021
Q4 | $942K | Sell |
1,875
-54
| -3% | -$27.1K | 0.39% | 37 |
|
|
2021
Q3 | $754K | Sell |
1,929
-4
| -0.2% | -$1.56K | 0.35% | 44 |
|
|
2021
Q2 | $774K | Sell |
1,933
-27
| -1% | -$10.8K | 0.34% | 42 |
|
|
2021
Q1 | $729K | Sell |
1,960
-5
| -0.3% | -$1.86K | 0.35% | 46 |
|
|
2020
Q4 | $689K | Sell |
1,965
-26
| -1% | -$9.12K | 0.35% | 43 |
|
|
2020
Q3 | $621K | Sell |
1,991
-39
| -2% | -$12.2K | 0.38% | 41 |
|
|
2020
Q2 | $599K | Sell |
2,030
-2
| -0.1% | -$590 | 0.37% | 47 |
|
|
2020
Q1 | $507K | Sell |
2,032
-50
| -2% | -$12.5K | 0.34% | 62 |
|
|
2019
Q4 | $612K | Sell |
2,082
-64
| -3% | -$18.8K | 0.31% | 68 |
|
|
2019
Q3 | $466K | Sell |
2,146
-74
| -3% | -$16.1K | 0.25% | 82 |
|
|
2019
Q2 | $542K | Buy |
2,220
+153
| +7% | +$37.4K | 0.25% | 72 |
|
|
2019
Q1 | $511K | Buy |
2,067
+231
| +13% | +$57.1K | 0.25% | 77 |
|
|
2018
Q4 | $457K | Sell |
1,836
-67
| -4% | -$16.7K | 0.25% | 76 |
|
|
2018
Q3 | $506K | Sell |
1,903
-126
| -6% | -$33.5K | 0.28% | 76 |
|
|
2018
Q2 | $497K | Buy |
2,029
+165
| +9% | +$40.4K | 0.29% | 73 |
|
|
2018
Q1 | $398K | Sell |
1,864
-152
| -8% | -$32.5K | 0.23% | 89 |
|
|
2017
Q4 | $444K | Sell |
2,016
-387
| -16% | -$85.2K | 0.29% | 82 |
|
|
2017
Q3 | $471K | Sell |
2,403
-117
| -5% | -$22.9K | 0.31% | 86 |
|
|
2017
Q2 | $467K | Sell |
2,520
-141
| -5% | -$26.1K | 0.32% | 82 |
|
|
2017
Q1 | $436K | Sell |
2,661
-176
| -6% | -$28.8K | 0.3% | 83 |
|
|
2016
Q4 | $454K | Sell |
2,837
-63
| -2% | -$10.1K | 0.33% | 72 |
|
|
2016
Q3 | $406K | Sell |
2,900
-192
| -6% | -$26.9K | 0.29% | 76 |
|
|
2016
Q2 | $437K | Sell |
3,092
-670
| -18% | -$94.7K | 0.31% | 72 |
|
|
2016
Q1 | $485K | Sell |
3,762
-2,223
| -37% | -$287K | 0.35% | 62 |
|
|
2015
Q4 | $704K | Buy |
+5,985
| New | +$704K | 0.57% | 45 |
|