Bigelow Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $559K | Sell |
2,065
-239
| -10% | -$71.2K | 0.22% | 102 |
|
|
2025
Q4 | $761K | Sell |
2,304
-11
| -0.5% | -$3.73K | 0.3% | 81 |
|
|
2025
Q3 | $799K | Sell |
2,315
-1,561
| -40% | -$472K | 0.32% | 79 |
|
|
2025
Q2 | $1.21M | Sell |
3,876
-379
| -9% | -$145K | 0.53% | 56 |
|
|
2025
Q1 | $2.23M | Sell |
4,255
-14
| -0.3% | -$7.16K | 1.06% | 23 |
|
|
2024
Q4 | $2.16M | Sell |
4,269
-579
| -12% | -$329K | 1.01% | 23 |
|
|
2024
Q3 | $2.83M | Sell |
4,848
-120
| -2% | -$67.9K | 1.26% | 15 |
|
|
2024
Q2 | $2.53M | Sell |
4,968
-109
| -2% | -$53.4K | 1.21% | 16 |
|
|
2024
Q1 | $2.51M | Sell |
5,077
-327
| -6% | -$166K | 1.23% | 15 |
|
|
2023
Q4 | $2.85M | Sell |
5,404
-98
| -2% | -$52.3K | 1.54% | 13 |
|
|
2023
Q3 | $2.77M | Buy |
5,502
+14
| +0.3% | +$6.89K | 1.59% | 12 |
|
|
2023
Q2 | $2.64M | Sell |
5,488
-22
| -0.4% | -$10.8K | 1.44% | 14 |
|
|
2023
Q1 | $2.6M | Sell |
5,510
-161
| -3% | -$77.7K | 1.5% | 14 |
|
|
2022
Q4 | $3.01M | Sell |
5,671
-117
| -2% | -$62K | 1.74% | 12 |
|
|
2022
Q3 | $2.92M | Buy |
5,788
+17
| +0.3% | +$8.94K | 1.74% | 14 |
|
|
2022
Q2 | $2.96M | Buy |
5,771
+77
| +1% | +$38.7K | 1.63% | 15 |
|
|
2022
Q1 | $2.9M | Buy |
5,694
+233
| +4% | +$112K | 1.36% | 15 |
|
|
2021
Q4 | $2.74M | Buy |
5,461
+141
| +3% | +$63.8K | 1.25% | 17 |
|
|
2021
Q3 | $2.08M | Buy |
5,320
+52
| +1% | +$21.5K | 1.02% | 22 |
|
|
2021
Q2 | $2.11M | Hold |
5,268
| – | – | 1.02% | 20 |
|
|
2021
Q1 | $1.96M | Buy |
5,268
+454
| +9% | +$157K | 0.99% | 22 |
|
|
2020
Q4 | $1.69M | Buy |
4,814
+440
| +10% | +$147K | 0.89% | 24 |
|
|
2020
Q3 | $1.36M | Buy |
4,374
+53
| +1% | +$16.3K | 0.81% | 31 |
|
|
2020
Q2 | $1.27M | Buy |
4,321
+218
| +5% | +$62.5K | 0.83% | 30 |
|
|
2020
Q1 | $1.02M | Sell |
4,103
-63
| -2% | -$17.3K | 0.77% | 33 |
|
|
2019
Q4 | $1.23M | Buy |
4,166
+4
| +0.1% | +$1.05K | 0.72% | 34 |
|
|
2019
Q3 | $904K | Sell |
4,162
-255
| -6% | -$61.5K | 0.57% | 50 |
|
|
2019
Q2 | $1.08M | Sell |
4,417
-95
| -2% | -$22.8K | 0.72% | 38 |
|
|
2019
Q1 | $1.12M | Sell |
4,512
-631
| -12% | -$161K | 0.77% | 35 |
|
|
2018
Q4 | $1.28M | Sell |
5,143
-35
| -0.7% | -$9.25K | 0.96% | 28 |
|
|
2018
Q3 | $1.38M | Sell |
5,178
-866
| -14% | -$225K | 0.93% | 27 |
|
|
2018
Q2 | $1.48M | Sell |
6,044
-125
| -2% | -$30K | 1.01% | 24 |
|
|
2018
Q1 | $1.32M | Buy |
6,169
+1,165
| +23% | +$266K | 0.9% | 28 |
|
|
2017
Q4 | $1.1M | Buy |
+5,004
| New | +$1.06M | 1.1% | 18 |
|
Other funds holding UNH
VCM
VPM
