Bessemer Securities’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,169
| Closed | -$1.09M | – | 112 |
|
|
2023
Q3 | $1.09M | Sell |
2,169
-2,288
| -51% | -$1.15M | 1.51% | 11 |
|
|
2023
Q2 | $2.14M | Sell |
4,457
-3,575
| -45% | -$1.72M | 1.42% | 9 |
|
|
2023
Q1 | $3.8M | Sell |
8,032
-1,350
| -14% | -$638K | 1.77% | 8 |
|
|
2022
Q4 | $4.97M | Hold |
9,382
| – | – | 2.23% | 5 |
|
|
2022
Q3 | $4.74M | Sell |
9,382
-628
| -6% | -$317K | 1.7% | 8 |
|
|
2022
Q2 | $5.14M | Hold |
10,010
| – | – | 1.8% | 7 |
|
|
2022
Q1 | $5.11M | Hold |
10,010
| – | – | 1.49% | 9 |
|
|
2021
Q4 | $5.03M | Buy |
10,010
+1,911
| +24% | +$960K | 1.36% | 13 |
|
|
2021
Q3 | $3.17M | Buy |
8,099
+2,036
| +34% | +$796K | 1.08% | 17 |
|
|
2021
Q2 | $2.43M | Buy |
6,063
+328
| +6% | +$131K | 0.95% | 18 |
|
|
2021
Q1 | $2.13M | Buy |
5,735
+2,235
| +64% | +$832K | 0.9% | 18 |
|
|
2020
Q4 | $1.23M | Hold |
3,500
| – | – | 0.51% | 22 |
|
|
2020
Q3 | $1.09M | Hold |
3,500
| – | – | 0.51% | 23 |
|
|
2020
Q2 | $1.03M | Hold |
3,500
| – | – | 0.53% | 22 |
|
|
2020
Q1 | $873K | Hold |
3,500
| – | – | 0.43% | 40 |
|
|
2019
Q4 | $1.03M | Hold |
3,500
| – | – | 0.4% | 41 |
|
|
2019
Q3 | $761K | Buy |
3,500
+900
| +35% | +$196K | 0.32% | 56 |
|
|
2019
Q2 | $634K | Sell |
2,600
-10,613
| -80% | -$2.59M | 0.26% | 66 |
|
|
2019
Q1 | $3.27M | Sell |
13,213
-17
| -0.1% | -$4.2K | 1.11% | 9 |
|
|
2018
Q4 | $3.3M | Buy |
+13,230
| New | +$3.3M | 1.24% | 7 |
|
|
2015
Q4 | – | Sell |
-14,931
| Closed | -$1.73M | – | 64 |
|
|
2015
Q3 | $1.73M | Hold |
14,931
| – | – | 0.67% | 40 |
|
|
2015
Q2 | $1.82M | Buy |
+14,931
| New | +$1.82M | 0.64% | 39 |
|