Bison Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.68M | Sell |
3,317
-7,130
| -68% | -$3.61M | 0.37% | 58 |
|
|
2024
Q3 | $6.11M | Buy |
10,447
+1,081
| +12% | +$632K | 0.97% | 20 |
|
|
2024
Q2 | $4.63M | Hold |
9,366
| – | – | 0.75% | 24 |
|
|
2024
Q1 | $4.63M | Sell |
9,366
-185
| -2% | -$91.5K | 0.75% | 24 |
|
|
2023
Q4 | $5.03M | Buy |
9,551
+333
| +4% | +$175K | 0.89% | 19 |
|
|
2023
Q3 | $4.65M | Buy |
9,218
+10
| +0.1% | +$5.04K | 0.9% | 20 |
|
|
2023
Q2 | $4.43M | Buy |
9,208
+1,678
| +22% | +$807K | 0.82% | 25 |
|
|
2023
Q1 | $3.68M | Sell |
7,530
-109
| -1% | -$53.3K | 1.14% | 17 |
|
|
2022
Q4 | $3.71M | Sell |
7,639
-662
| -8% | -$322K | 1.19% | 13 |
|
|
2022
Q3 | $4.19M | Buy |
8,301
+4,913
| +145% | +$2.48M | 1.65% | 6 |
|
|
2022
Q2 | $1.74M | Buy |
3,388
+145
| +4% | +$74.5K | 1% | 25 |
|
|
2022
Q1 | $1.65M | Sell |
3,243
-26
| -0.8% | -$13.3K | 0.84% | 29 |
|
|
2021
Q4 | $1.64M | Sell |
3,269
-244
| -7% | -$122K | 0.96% | 23 |
|
|
2021
Q3 | $1.37M | Sell |
3,513
-96
| -3% | -$37.5K | 0.63% | 34 |
|
|
2021
Q2 | $1.45M | Buy |
3,609
+228
| +7% | +$91.3K | 0.63% | 34 |
|
|
2021
Q1 | $1.26M | Sell |
3,381
-23
| -0.7% | -$8.56K | 0.54% | 43 |
|
|
2020
Q4 | $1.19M | Buy |
3,404
+139
| +4% | +$48.8K | 0.56% | 43 |
|
|
2020
Q3 | $1.02M | Sell |
3,265
-95
| -3% | -$29.6K | 0.6% | 43 |
|
|
2020
Q2 | $991K | Buy |
3,360
+130
| +4% | +$38.3K | 0.63% | 39 |
|
|
2020
Q1 | $805K | Sell |
3,230
-39
| -1% | -$9.72K | 0.58% | 49 |
|
|
2019
Q4 | $961K | Sell |
3,269
-404
| -11% | -$119K | 0.46% | 60 |
|
|
2019
Q3 | $798K | Sell |
3,673
-157
| -4% | -$34.1K | 0.44% | 58 |
|
|
2019
Q2 | $935K | Sell |
3,830
-113
| -3% | -$27.6K | 0.54% | 50 |
|
|
2019
Q1 | $975K | Buy |
3,943
+135
| +4% | +$33.4K | 0.6% | 45 |
|
|
2018
Q4 | $949K | Buy |
3,808
+369
| +11% | +$92K | 0.69% | 38 |
|
|
2018
Q3 | $915K | Buy |
3,439
+90
| +3% | +$23.9K | 0.6% | 44 |
|
|
2018
Q2 | $822K | Sell |
3,349
-43
| -1% | -$10.6K | 0.61% | 47 |
|
|
2018
Q1 | $726K | Sell |
3,392
-288
| -8% | -$61.6K | 0.55% | 54 |
|
|
2017
Q4 | $811K | Sell |
3,680
-25
| -0.7% | -$5.51K | 0.6% | 47 |
|
|
2017
Q3 | $726K | Sell |
3,705
-446
| -11% | -$87.4K | 0.58% | 49 |
|
|
2017
Q2 | $770K | Buy |
4,151
+84
| +2% | +$15.6K | 0.64% | 45 |
|
|
2017
Q1 | $667K | Sell |
4,067
-215
| -5% | -$35.3K | 0.58% | 47 |
|
|
2016
Q4 | $685K | Buy |
4,282
+26
| +0.6% | +$4.16K | 0.58% | 50 |
|
|
2016
Q3 | $596K | Buy |
4,256
+561
| +15% | +$78.6K | 0.5% | 58 |
|
|
2016
Q2 | $522K | Sell |
3,695
-526
| -12% | -$74.3K | 0.31% | 100 |
|
|
2016
Q1 | $544K | Sell |
4,221
-2,924
| -41% | -$377K | 0.35% | 88 |
|
|
2015
Q4 | $841K | Buy |
7,145
+382
| +6% | +$45K | 0.48% | 62 |
|
|
2015
Q3 | $785K | Sell |
6,763
-1,625
| -19% | -$189K | 0.52% | 63 |
|
|
2015
Q2 | $1.02M | Sell |
8,388
-1,338
| -14% | -$163K | 0.6% | 45 |
|
|
2015
Q1 | $1.15M | Buy |
9,726
+763
| +9% | +$90.2K | 0.7% | 30 |
|
|
2014
Q4 | $906K | Buy |
+8,963
| New | +$906K | 0.69% | 34 |
|