BHPW
Beverly Hills Private Wealth’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Sell |
10,141
-514
| -5% | -$160K | 0.59% | 44 |
|
|
2025
Q1 | $5.58M | Buy |
10,655
+547
| +5% | +$287K | 1.1% | 15 |
|
|
2024
Q4 | $5.11M | Buy |
10,108
+868
| +9% | +$439K | 1.03% | 18 |
|
|
2024
Q3 | $5.4M | Buy |
9,240
+25
| +0.3% | +$14.6K | 1.09% | 15 |
|
|
2024
Q2 | $4.69M | Buy |
9,215
+557
| +6% | +$284K | 1.02% | 17 |
|
|
2024
Q1 | $4.28M | Buy |
8,658
+223
| +3% | +$110K | 0.99% | 20 |
|
|
2023
Q4 | $4.44M | Sell |
8,435
-85
| -1% | -$44.8K | 1.16% | 17 |
|
|
2023
Q3 | $4.3M | Sell |
8,520
-7,130
| -46% | -$3.59M | 1.28% | 15 |
|
|
2023
Q2 | $7.87M | Buy |
15,650
+6,879
| +78% | +$3.46M | 1.29% | 13 |
|
|
2023
Q1 | $4.15M | Buy |
8,771
+1,396
| +19% | +$660K | 1.29% | 14 |
|
|
2022
Q4 | $3.91M | Buy |
+7,375
| New | +$3.91M | 1.71% | 8 |
|