Bernardo Wealth Planning’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
775
-58
| -7% | -$18.1K | 0.05% | 106 |
|
|
2025
Q1 | $436K | Buy |
833
+37
| +5% | +$19.4K | 0.1% | 73 |
|
|
2024
Q4 | $414K | Buy |
796
+13
| +2% | +$6.77K | 0.1% | 73 |
|
|
2024
Q3 | $443K | Buy |
783
+4
| +0.5% | +$2.26K | 0.11% | 68 |
|
|
2024
Q2 | $397K | Sell |
779
-29
| -4% | -$14.8K | 0.11% | 65 |
|
|
2024
Q1 | $400K | Buy |
808
+41
| +5% | +$20.3K | 0.11% | 68 |
|
|
2023
Q4 | $404K | Buy |
767
+8
| +1% | +$4.21K | 0.13% | 61 |
|
|
2023
Q3 | $383K | Buy |
759
+1
| +0.1% | +$504 | 0.15% | 57 |
|
|
2023
Q2 | $365K | Hold |
758
| – | – | 0.15% | 58 |
|
|
2023
Q1 | $358K | Buy |
758
+4
| +0.5% | +$1.89K | 0.15% | 60 |
|
|
2022
Q4 | $400K | Buy |
754
+51
| +7% | +$27.1K | 0.19% | 56 |
|
|
2022
Q3 | $375K | Buy |
703
+88
| +14% | +$46.9K | 0.21% | 52 |
|
|
2022
Q2 | $316K | Hold |
615
| – | – | 0.18% | 60 |
|
|
2022
Q1 | $313K | Hold |
615
| – | – | 0.16% | 66 |
|
|
2021
Q4 | $309K | Buy |
615
+7
| +1% | +$3.52K | 0.15% | 65 |
|
|
2021
Q3 | $237K | Hold |
608
| – | – | 0.14% | 68 |
|
|
2021
Q2 | $243K | Sell |
608
-11
| -2% | -$4.4K | 0.15% | 68 |
|
|
2021
Q1 | $230K | Sell |
619
-2,672
| -81% | -$993K | 0.15% | 68 |
|
|
2020
Q4 | $1.15M | Buy |
3,291
+53
| +2% | +$18.6K | 0.45% | 40 |
|
|
2020
Q3 | $1.01M | Sell |
3,238
-91
| -3% | -$28.4K | 0.45% | 42 |
|
|
2020
Q2 | $982K | Sell |
3,329
-100
| -3% | -$29.5K | 0.53% | 40 |
|
|
2020
Q1 | $855K | Buy |
3,429
+132
| +4% | +$32.9K | 0.59% | 42 |
|
|
2019
Q4 | $969K | Buy |
3,297
+200
| +6% | +$58.8K | 0.59% | 39 |
|
|
2019
Q3 | $673K | Hold |
3,097
| – | – | 0.49% | 46 |
|
|
2019
Q2 | $756K | Hold |
3,097
| – | – | 0.59% | 42 |
|
|
2019
Q1 | $766K | Buy |
3,097
+2
| +0.1% | +$495 | 0.61% | 41 |
|
|
2018
Q4 | $771K | Buy |
+3,095
| New | +$771K | 0.68% | 38 |
|