Birch Hill Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
849
-91
| -10% | -$28.4K | 0.01% | 175 |
|
|
2025
Q1 | $492K | Sell |
940
-221
| -19% | -$116K | 0.02% | 141 |
|
|
2024
Q4 | $587K | Buy |
1,161
+292
| +34% | +$148K | 0.03% | 135 |
|
|
2024
Q3 | $508K | Buy |
869
+137
| +19% | +$80.1K | 0.02% | 135 |
|
|
2024
Q2 | $373K | Sell |
732
-36
| -5% | -$18.3K | 0.02% | 141 |
|
|
2024
Q1 | $380K | Buy |
768
+20
| +3% | +$9.89K | 0.02% | 138 |
|
|
2023
Q4 | $394K | Buy |
748
+115
| +18% | +$60.5K | 0.02% | 129 |
|
|
2023
Q3 | $319K | Buy |
633
+16
| +3% | +$8.07K | 0.02% | 134 |
|
|
2023
Q2 | $297K | Buy |
617
+98
| +19% | +$47.1K | 0.02% | 135 |
|
|
2023
Q1 | $245K | Sell |
519
-111
| -18% | -$52.5K | 0.02% | 140 |
|
|
2022
Q4 | $334K | Buy |
630
+111
| +21% | +$58.9K | 0.02% | 130 |
|
|
2022
Q3 | $262K | Hold |
519
| – | – | 0.02% | 134 |
|
|
2022
Q2 | $267K | Hold |
519
| – | – | 0.02% | 136 |
|
|
2022
Q1 | $265K | Hold |
519
| – | – | 0.01% | 145 |
|
|
2021
Q4 | $261K | Hold |
519
| – | – | 0.01% | 157 |
|
|
2021
Q3 | $203K | Hold |
519
| – | – | 0.01% | 167 |
|
|
2021
Q2 | $208K | Buy |
+519
| New | +$208K | 0.01% | 159 |
|