BBA
BLB&B Advisors’s UnitedHealth UNH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-419
| Closed | -$219K | – | 283 |
|
2025
Q1 | $219K | Sell |
419
-28
| -6% | -$14.7K | 0.01% | 260 |
|
2024
Q4 | $226K | Buy |
447
+14
| +3% | +$7.08K | 0.01% | 249 |
|
2024
Q3 | $253K | Buy |
433
+15
| +4% | +$8.77K | 0.01% | 245 |
|
2024
Q2 | $213K | Sell |
418
-1
| -0.2% | -$509 | 0.01% | 259 |
|
2024
Q1 | $207K | Sell |
419
-147
| -26% | -$72.7K | 0.01% | 267 |
|
2023
Q4 | $298K | Buy |
+566
| New | +$298K | 0.02% | 213 |
|
2022
Q1 | – | Sell |
-440
| Closed | -$221K | – | 260 |
|
2021
Q4 | $221K | Buy |
+440
| New | +$221K | 0.01% | 245 |
|
2019
Q2 | – | Sell |
-997
| Closed | -$247K | – | 286 |
|
2019
Q1 | $247K | Sell |
997
-201
| -17% | -$49.8K | 0.03% | 245 |
|
2018
Q4 | $298K | Buy |
1,198
+66
| +6% | +$16.4K | 0.04% | 216 |
|
2018
Q3 | $301K | Buy |
1,132
+10
| +0.9% | +$2.66K | 0.04% | 239 |
|
2018
Q2 | $275K | Hold |
1,122
| – | – | 0.04% | 250 |
|
2018
Q1 | $240K | Hold |
1,122
| – | – | 0.03% | 261 |
|
2017
Q4 | $247K | Sell |
1,122
-96
| -8% | -$21.1K | 0.04% | 256 |
|
2017
Q3 | $239K | Buy |
+1,218
| New | +$239K | 0.04% | 259 |
|