BWM
Birchcreek Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Sell |
687
-1
| -0.1% | -$312 | 0.12% | 111 |
|
|
2025
Q1 | $360K | Buy |
688
+1
| +0.1% | +$524 | 0.23% | 82 |
|
|
2024
Q4 | $348K | Sell |
687
-161
| -19% | -$81.4K | 0.22% | 85 |
|
|
2024
Q3 | $496K | Sell |
848
-18
| -2% | -$10.5K | 0.32% | 60 |
|
|
2024
Q2 | $441K | Sell |
866
-4
| -0.5% | -$2.04K | 0.25% | 83 |
|
|
2024
Q1 | $430K | Hold |
870
| – | – | 0.23% | 92 |
|
|
2023
Q4 | $458K | Sell |
870
-5
| -0.6% | -$2.63K | 0.27% | 82 |
|
|
2023
Q3 | $441K | Sell |
875
-56
| -6% | -$28.2K | 0.3% | 79 |
|
|
2023
Q2 | $447K | Sell |
931
-180
| -16% | -$86.5K | 0.31% | 79 |
|
|
2023
Q1 | $525K | Buy |
1,111
+276
| +33% | +$130K | 0.42% | 63 |
|
|
2022
Q4 | $443K | Hold |
835
| – | – | 0.39% | 66 |
|
|
2022
Q3 | $422K | Sell |
835
-95
| -10% | -$48K | 0.39% | 66 |
|
|
2022
Q2 | $478K | Buy |
930
+430
| +86% | +$221K | 0.43% | 58 |
|
|
2022
Q1 | $255K | Hold |
500
| – | – | 0.23% | 99 |
|
|
2021
Q4 | $251K | Buy |
+500
| New | +$251K | 0.22% | 97 |
|
|
2021
Q3 | – | Sell |
-500
| Closed | -$200K | – | 122 |
|
|
2021
Q2 | $200K | Buy |
+500
| New | +$200K | 0.19% | 118 |
|
|
2021
Q1 | – | Sell |
-500
| Closed | -$175K | – | 284 |
|
|
2020
Q4 | $175K | Buy |
+500
| New | +$175K | 0.17% | 107 |
|