BFSG LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Buy |
2,031
+47
| +2% | +$14.7K | 0.07% | 174 |
|
|
2025
Q1 | $1.04M | Sell |
1,984
-5,192
| -72% | -$2.72M | 0.13% | 148 |
|
|
2024
Q4 | $3.63M | Sell |
7,176
-140
| -2% | -$70.8K | 0.42% | 82 |
|
|
2024
Q3 | $4.28M | Sell |
7,316
-192
| -3% | -$112K | 0.5% | 66 |
|
|
2024
Q2 | $3.82M | Buy |
7,508
+69
| +0.9% | +$35.1K | 0.48% | 73 |
|
|
2024
Q1 | $3.68M | Hold |
7,439
| – | – | 0.49% | 75 |
|
|
2023
Q4 | $3.92M | Sell |
7,439
-71
| -0.9% | -$37.4K | 0.57% | 64 |
|
|
2023
Q3 | $3.79M | Buy |
7,510
+132
| +2% | +$66.6K | 0.61% | 60 |
|
|
2023
Q2 | $3.55M | Buy |
7,378
+2,600
| +54% | +$1.25M | 0.6% | 60 |
|
|
2023
Q1 | $2.26M | Buy |
4,778
+157
| +3% | +$74.2K | 0.42% | 87 |
|
|
2022
Q4 | $2.45M | Buy |
4,621
+620
| +15% | +$329K | 0.49% | 74 |
|
|
2022
Q3 | $2.02M | Buy |
4,001
+123
| +3% | +$62.1K | 0.43% | 81 |
|
|
2022
Q2 | $1.99M | Buy |
3,878
+75
| +2% | +$38.5K | 0.36% | 89 |
|
|
2022
Q1 | $1.94M | Sell |
3,803
-2,252
| -37% | -$1.15M | 0.31% | 91 |
|
|
2021
Q4 | $3.04M | Buy |
6,055
+2,100
| +53% | +$1.05M | 0.42% | 78 |
|
|
2021
Q3 | $1.55M | Buy |
+3,955
| New | +$1.55M | 0.24% | 110 |
|
|
2021
Q2 | – | Sell |
-3,590
| Closed | -$1.34M | – | 204 |
|
|
2021
Q1 | $1.34M | Buy |
3,590
+607
| +20% | +$226K | 0.22% | 110 |
|
|
2020
Q4 | $1.05M | Buy |
2,983
+695
| +30% | +$244K | 0.17% | 116 |
|
|
2020
Q3 | $713K | Buy |
2,288
+205
| +10% | +$63.9K | 0.13% | 130 |
|
|
2020
Q2 | $614K | Buy |
2,083
+35
| +2% | +$10.3K | 0.13% | 121 |
|
|
2020
Q1 | $511K | Buy |
2,048
+40
| +2% | +$9.98K | 0.13% | 116 |
|
|
2019
Q4 | $590K | Buy |
2,008
+410
| +26% | +$120K | 0.11% | 147 |
|
|
2019
Q3 | $347K | Buy |
+1,598
| New | +$347K | 0.08% | 161 |
|
|
2018
Q1 | – | Sell |
-1,463
| Closed | -$323K | – | 168 |
|
|
2017
Q4 | $323K | Buy |
1,463
+314
| +27% | +$69.3K | 0.14% | 110 |
|
|
2017
Q3 | $225K | Buy |
+1,149
| New | +$225K | 0.1% | 132 |
|