BFO
Biltmore Family Office’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Sell |
654
-92
| -12% | -$28.7K | 0.03% | 209 |
|
|
2025
Q1 | $391K | Hold |
746
| – | – | 0.07% | 150 |
|
|
2024
Q4 | $377K | Buy |
746
+11
| +1% | +$5.56K | 0.06% | 148 |
|
|
2024
Q3 | $430K | Buy |
735
+178
| +32% | +$104K | 0.07% | 137 |
|
|
2024
Q2 | $284K | Buy |
+557
| New | +$284K | 0.05% | 160 |
|
|
2024
Q1 | – | Sell |
-398
| Closed | -$210K | – | 241 |
|
|
2023
Q4 | $210K | Buy |
+398
| New | +$210K | 0.04% | 183 |
|
|
2023
Q2 | – | Sell |
-1,689
| Closed | -$798K | – | 270 |
|
|
2023
Q1 | $798K | Buy |
1,689
+24
| +1% | +$11.3K | 0.17% | 87 |
|
|
2022
Q4 | $883K | Buy |
+1,665
| New | +$883K | 0.18% | 78 |
|
|
2020
Q4 | – | Sell |
-909
| Closed | -$283K | – | 193 |
|
|
2020
Q3 | $283K | Hold |
909
| – | – | 0.16% | 114 |
|
|
2020
Q2 | $268K | Sell |
909
-1,800
| -66% | -$531K | 0.16% | 121 |
|
|
2020
Q1 | $676K | Sell |
2,709
-48
| -2% | -$12K | 0.44% | 65 |
|
|
2019
Q4 | $811K | Buy |
2,757
+582
| +27% | +$171K | 0.33% | 73 |
|
|
2019
Q3 | $473K | Buy |
2,175
+835
| +62% | +$182K | 0.2% | 95 |
|
|
2019
Q2 | $327K | Sell |
1,340
-465
| -26% | -$113K | 0.18% | 105 |
|
|
2019
Q1 | $446K | Hold |
1,805
| – | – | 0.23% | 91 |
|
|
2018
Q4 | $450K | Buy |
1,805
+464
| +35% | +$116K | 0.25% | 89 |
|
|
2018
Q3 | $357K | Buy |
1,341
+66
| +5% | +$17.6K | 0.17% | 111 |
|
|
2018
Q2 | $313K | Sell |
1,275
-2,750
| -68% | -$675K | 0.16% | 113 |
|
|
2018
Q1 | $861K | Buy |
4,025
+750
| +23% | +$160K | 0.38% | 73 |
|
|
2017
Q4 | $722K | Buy |
+3,275
| New | +$722K | 0.33% | 79 |
|