BFG
Bleakley Financial Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.08M | Sell |
22,686
-144
| -0.6% | -$44.9K | 0.18% | 106 |
|
|
2025
Q1 | $12M | Sell |
22,830
-1,264
| -5% | -$662K | 0.38% | 50 |
|
|
2024
Q4 | $12.2M | Sell |
24,094
-1,576
| -6% | -$797K | 0.37% | 46 |
|
|
2024
Q3 | $15M | Sell |
25,670
-12,586
| -33% | -$7.36M | 0.46% | 36 |
|
|
2024
Q2 | $19.5M | Buy |
38,256
+11,323
| +42% | +$5.77M | 0.56% | 29 |
|
|
2024
Q1 | $13.3M | Sell |
26,933
-17,758
| -40% | -$8.78M | 0.39% | 46 |
|
|
2023
Q4 | $23.5M | Sell |
44,691
-2,152
| -5% | -$1.13M | 0.75% | 22 |
|
|
2023
Q3 | $23.6M | Buy |
46,843
+1,958
| +4% | +$987K | 0.83% | 20 |
|
|
2023
Q2 | $21.6M | Buy |
44,885
+403
| +0.9% | +$194K | 0.67% | 24 |
|
|
2023
Q1 | $21M | Buy |
44,482
+3,472
| +8% | +$1.64M | 0.7% | 22 |
|
|
2022
Q4 | $21.7M | Buy |
+41,010
| New | +$21.7M | 0.78% | 22 |
|