BigSur Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63M | Buy |
11,630
+6,887
| +145% | +$2.15M | 0.92% | 34 |
|
|
2025
Q1 | $2.48M | Buy |
4,743
+25
| +0.5% | +$13.1K | 0.67% | 40 |
|
|
2024
Q4 | $2.39M | Hold |
4,718
| – | – | 0.68% | 41 |
|
|
2024
Q3 | $2.76M | Hold |
4,718
| – | – | 0.76% | 39 |
|
|
2024
Q2 | $2.4M | Buy |
4,718
+187
| +4% | +$95.2K | 0.74% | 39 |
|
|
2024
Q1 | $2.24M | Buy |
4,531
+1,408
| +45% | +$697K | 0.7% | 41 |
|
|
2023
Q4 | $1.64M | Sell |
3,123
-16
| -0.5% | -$8.42K | 0.78% | 35 |
|
|
2023
Q3 | $1.58M | Sell |
3,139
-50
| -2% | -$25.2K | 0.8% | 37 |
|
|
2023
Q2 | $1.53M | Sell |
3,189
-30
| -0.9% | -$14.4K | 0.73% | 40 |
|
|
2023
Q1 | $1.52M | Buy |
3,219
+28
| +0.9% | +$13.2K | 0.71% | 41 |
|
|
2022
Q4 | $1.69M | Buy |
3,191
+12
| +0.4% | +$6.36K | 0.82% | 35 |
|
|
2022
Q3 | $1.61M | Sell |
3,179
-143
| -4% | -$72.2K | 0.81% | 35 |
|
|
2022
Q2 | $1.71M | Hold |
3,322
| – | – | 0.8% | 37 |
|
|
2022
Q1 | $1.69M | Buy |
3,322
+53
| +2% | +$27K | 0.66% | 44 |
|
|
2021
Q4 | $1.64M | Buy |
3,269
+129
| +4% | +$64.8K | 0.64% | 46 |
|
|
2021
Q3 | $1.23M | Hold |
3,140
| – | – | 0.55% | 48 |
|
|
2021
Q2 | $1.26M | Sell |
3,140
-100
| -3% | -$40K | 0.57% | 47 |
|
|
2021
Q1 | $1.21M | Sell |
3,240
-350
| -10% | -$130K | 0.62% | 46 |
|
|
2020
Q4 | $1.26M | Sell |
3,590
-550
| -13% | -$193K | 0.71% | 43 |
|
|
2020
Q3 | $1.29M | Sell |
4,140
-1,950
| -32% | -$608K | 0.82% | 35 |
|
|
2020
Q2 | $1.8M | Sell |
6,090
-3,700
| -38% | -$1.09M | 1.28% | 21 |
|
|
2020
Q1 | $2.44M | Sell |
9,790
-3,600
| -27% | -$898K | 1.83% | 10 |
|
|
2019
Q4 | $3.94M | Buy |
13,390
+2,940
| +28% | +$864K | 2.22% | 8 |
|
|
2019
Q3 | $2.27M | Buy |
10,450
+5,500
| +111% | +$1.2M | 1.53% | 11 |
|
|
2019
Q2 | $1.2M | Hold |
4,950
| – | – | 0.84% | 31 |
|
|
2019
Q1 | $1.22M | Hold |
4,950
| – | – | 0.8% | 30 |
|
|
2018
Q4 | $1.23M | Buy |
4,950
+400
| +9% | +$99.6K | 0.88% | 26 |
|
|
2018
Q3 | $1.21M | Buy |
4,550
+1,550
| +52% | +$412K | 0.76% | 30 |
|
|
2018
Q2 | $736K | Hold |
3,000
| – | – | 0.54% | 36 |
|
|
2018
Q1 | $642K | Buy |
+3,000
| New | +$642K | 0.46% | 43 |
|