Blue Bell Private Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.1K | Sell |
231
-154
| -40% | -$48K | 0.01% | 349 |
|
|
2025
Q1 | $202K | Buy |
385
+81
| +27% | +$42.4K | 0.04% | 219 |
|
|
2024
Q4 | $154K | Sell |
304
-10
| -3% | -$5.06K | 0.03% | 232 |
|
|
2024
Q3 | $183K | Buy |
314
+28
| +10% | +$16.4K | 0.04% | 219 |
|
|
2024
Q2 | $145K | Sell |
286
-6
| -2% | -$3.05K | 0.03% | 227 |
|
|
2024
Q1 | $145K | Sell |
292
-19
| -6% | -$9.41K | 0.03% | 217 |
|
|
2023
Q4 | $164K | Buy |
311
+51
| +20% | +$26.9K | 0.04% | 187 |
|
|
2023
Q3 | $131K | Buy |
260
+6
| +2% | +$3.03K | 0.04% | 175 |
|
|
2023
Q2 | $122K | Buy |
254
+169
| +199% | +$81.3K | 0.03% | 178 |
|
|
2023
Q1 | $40.2K | Buy |
85
+25
| +42% | +$11.8K | 0.01% | 246 |
|
|
2022
Q4 | $31.8K | Hold |
60
| – | – | 0.01% | 259 |
|
|
2022
Q3 | $30K | Hold |
60
| – | – | 0.01% | 256 |
|
|
2022
Q2 | $31K | Buy |
60
+2
| +3% | +$1.03K | 0.01% | 258 |
|
|
2022
Q1 | $30K | Hold |
58
| – | – | 0.01% | 274 |
|
|
2021
Q4 | $29K | Buy |
+58
| New | +$29K | 0.01% | 258 |
|