Birch Hill 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 | – | Sell |
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|
2025
Q4 | $277K | Sell |
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|
2025
Q3 | $293K | Hold |
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|
2025
Q2 | $265K | Sell |
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|
2025
Q1 | $492K | Sell |
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|
2024
Q4 | $587K | Buy |
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|
2024
Q3 | $508K | Buy |
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|
2024
Q2 | $373K | Sell |
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|
2024
Q1 | $380K | Buy |
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|
2023
Q4 | $394K | Buy |
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|
2023
Q3 | $319K | Buy |
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|
2023
Q2 | $297K | Buy |
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|
2023
Q1 | $245K | Sell |
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|
2022
Q4 | $334K | Buy |
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|
2022
Q3 | $262K | Hold |
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|
2022
Q2 | $267K | Hold |
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|
2022
Q1 | $265K | Hold |
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|
2021
Q4 | $261K | Hold |
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|
2021
Q3 | $203K | Hold |
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|
2021
Q2 | $208K | Buy |
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