Berkshire Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Sell |
8,495
-399
| -4% | -$124K | 0.12% | 96 |
|
|
2025
Q1 | $3.45M | Sell |
8,894
-431
| -5% | -$167K | 0.17% | 74 |
|
|
2024
Q4 | $4.97M | Sell |
9,325
-588
| -6% | -$313K | 0.23% | 64 |
|
|
2024
Q3 | $5.05M | Hold |
9,913
| – | – | 0.26% | 62 |
|
|
2024
Q2 | $5.05M | Buy |
9,913
+401
| +4% | +$204K | 0.25% | 63 |
|
|
2024
Q1 | $4.71M | Sell |
9,512
-82
| -0.9% | -$40.6K | 0.25% | 62 |
|
|
2023
Q4 | $5.05M | Sell |
9,594
-103
| -1% | -$54.2K | 0.29% | 59 |
|
|
2023
Q3 | $4.89M | Sell |
9,697
-114
| -1% | -$57.5K | 0.3% | 58 |
|
|
2023
Q2 | $4.72M | Buy |
9,811
+112
| +1% | +$53.8K | 0.28% | 58 |
|
|
2023
Q1 | $4.58M | Buy |
+9,699
| New | +$4.58M | 0.28% | 56 |
|
|
2022
Q4 | – | Sell |
-9,486
| Closed | -$4.79M | – | 208 |
|
|
2022
Q3 | $4.79M | Sell |
9,486
-807
| -8% | -$408K | 0.34% | 55 |
|
|
2022
Q2 | $5.29M | Sell |
10,293
-974
| -9% | -$500K | 0.35% | 55 |
|
|
2022
Q1 | $5.75M | Sell |
11,267
-276
| -2% | -$141K | 0.36% | 52 |
|
|
2021
Q4 | $5.8M | Sell |
11,543
-1,617
| -12% | -$812K | 0.35% | 53 |
|
|
2021
Q3 | $5.14M | Buy |
13,160
+782
| +6% | +$306K | 0.34% | 53 |
|
|
2021
Q2 | $4.96M | Buy |
12,378
+2,435
| +24% | +$975K | 0.33% | 53 |
|
|
2021
Q1 | $3.7M | Sell |
9,943
-4,119
| -29% | -$1.53M | 0.27% | 56 |
|
|
2020
Q4 | $4.93M | Buy |
14,062
+5,313
| +61% | +$1.86M | 0.38% | 50 |
|
|
2020
Q3 | $2.73M | Sell |
8,749
-296
| -3% | -$92.3K | 0.26% | 51 |
|
|
2020
Q2 | $2.67M | Sell |
9,045
-5,060
| -36% | -$1.49M | 0.25% | 53 |
|
|
2020
Q1 | $3.52M | Buy |
14,105
+4,147
| +42% | +$1.03M | 0.37% | 51 |
|
|
2019
Q4 | $2.93M | Sell |
9,958
-1,403
| -12% | -$412K | 0.25% | 58 |
|
|
2019
Q3 | $2.47M | Buy |
11,361
+475
| +4% | +$103K | 0.21% | 68 |
|
|
2019
Q2 | $2.66M | Buy |
10,886
+544
| +5% | +$133K | 0.22% | 72 |
|
|
2019
Q1 | $2.56M | Sell |
10,342
-710
| -6% | -$176K | 0.22% | 77 |
|
|
2018
Q4 | $2.75M | Sell |
11,052
-689
| -6% | -$172K | 0.26% | 68 |
|
|
2018
Q3 | $3.12M | Sell |
11,741
-65
| -0.6% | -$17.3K | 0.26% | 67 |
|
|
2018
Q2 | $2.9M | Buy |
11,806
+113
| +1% | +$27.7K | 0.27% | 64 |
|
|
2018
Q1 | $2.5M | Buy |
11,693
+1,628
| +16% | +$348K | 0.24% | 72 |
|
|
2017
Q4 | $2.22M | Buy |
10,065
+2,826
| +39% | +$623K | 0.22% | 76 |
|
|
2017
Q3 | $1.42M | Sell |
7,239
-211
| -3% | -$41.3K | 0.16% | 83 |
|
|
2017
Q2 | $1.38M | Sell |
7,450
-50
| -0.7% | -$9.27K | 0.16% | 86 |
|
|
2017
Q1 | $1.23M | Sell |
7,500
-305
| -4% | -$50K | 0.15% | 88 |
|
|
2016
Q4 | $1.25M | Sell |
7,805
-416
| -5% | -$66.6K | 0.16% | 83 |
|
|
2016
Q3 | $1.15M | Sell |
8,221
-2,480
| -23% | -$347K | 0.17% | 88 |
|
|
2016
Q2 | $1.51M | Buy |
10,701
+4,338
| +68% | +$613K | 0.23% | 73 |
|
|
2016
Q1 | $820K | Sell |
6,363
-804
| -11% | -$104K | 0.13% | 88 |
|
|
2015
Q4 | $843K | Sell |
7,167
-20
| -0.3% | -$2.35K | 0.14% | 87 |
|
|
2015
Q3 | $834K | Sell |
7,187
-13
| -0.2% | -$1.51K | 0.15% | 88 |
|
|
2015
Q2 | $878K | Buy |
7,200
+123
| +2% | +$15K | 0.15% | 89 |
|
|
2015
Q1 | $837K | Sell |
7,077
-543
| -7% | -$64.2K | 0.14% | 91 |
|
|
2014
Q4 | $770K | Hold |
7,620
| – | – | 0.13% | 91 |
|
|
2014
Q3 | $657K | Hold |
7,620
| – | – | 0.12% | 98 |
|
|
2014
Q2 | $623K | Buy |
7,620
+500
| +7% | +$40.9K | 0.12% | 97 |
|
|
2014
Q1 | $584K | Hold |
7,120
| – | – | 0.11% | 97 |
|
|
2013
Q4 | $536K | Buy |
+7,120
| New | +$536K | 0.1% | 107 |
|