Blue Chip Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Sell |
50,538
-4,178
| -8% | -$1.3M | 1.28% | 30 |
|
|
2025
Q1 | $28.7M | Buy |
54,716
+2,199
| +4% | +$1.15M | 2.47% | 14 |
|
|
2024
Q4 | $26.6M | Sell |
52,517
-147
| -0.3% | -$74.4K | 2.28% | 16 |
|
|
2024
Q3 | $30.8M | Sell |
52,664
-137
| -0.3% | -$80.1K | 2.67% | 8 |
|
|
2024
Q2 | $26.9M | Buy |
52,801
+1,591
| +3% | +$810K | 2.48% | 12 |
|
|
2024
Q1 | $25.3M | Sell |
51,210
-359
| -0.7% | -$178K | 2.46% | 11 |
|
|
2023
Q4 | $27.1M | Buy |
51,569
+467
| +0.9% | +$246K | 2.83% | 9 |
|
|
2023
Q3 | $25.8M | Buy |
51,102
+1,107
| +2% | +$558K | 3.07% | 8 |
|
|
2023
Q2 | $24M | Buy |
49,995
+228
| +0.5% | +$110K | 2.73% | 8 |
|
|
2023
Q1 | $23.5M | Sell |
49,767
-870
| -2% | -$411K | 2.79% | 8 |
|
|
2022
Q4 | $26.8M | Sell |
50,637
-2,636
| -5% | -$1.4M | 3.34% | 6 |
|
|
2022
Q3 | $26.9M | Buy |
53,273
+1,018
| +2% | +$514K | 3.69% | 3 |
|
|
2022
Q2 | $26.8M | Buy |
52,255
+412
| +0.8% | +$212K | 3.42% | 5 |
|
|
2022
Q1 | $26.4M | Buy |
51,843
+648
| +1% | +$330K | 3.29% | 6 |
|
|
2021
Q4 | $25.7M | Buy |
51,195
+883
| +2% | +$443K | 3.23% | 5 |
|
|
2021
Q3 | $19.7M | Buy |
50,312
+805
| +2% | +$315K | 2.76% | 11 |
|
|
2021
Q2 | $19.8M | Buy |
49,507
+863
| +2% | +$346K | 2.83% | 10 |
|
|
2021
Q1 | $18.1M | Buy |
48,644
+415
| +0.9% | +$154K | 2.78% | 11 |
|
|
2020
Q4 | $16.9M | Buy |
48,229
+1,170
| +2% | +$410K | 2.65% | 12 |
|
|
2020
Q3 | $14.7M | Buy |
47,059
+1,515
| +3% | +$472K | 2.61% | 14 |
|
|
2020
Q2 | $13.4M | Buy |
45,544
+41,300
| +973% | +$12.2M | 2.63% | 12 |
|
|
2020
Q1 | $1.06M | Buy |
4,244
+129
| +3% | +$32.2K | 0.26% | 50 |
|
|
2019
Q4 | $1.21M | Buy |
4,115
+654
| +19% | +$192K | 0.23% | 63 |
|
|
2019
Q3 | $752K | Buy |
3,461
+2,947
| +573% | +$640K | 0.16% | 70 |
|
|
2019
Q2 | $125K | Buy |
514
+2
| +0.4% | +$486 | 0.03% | 126 |
|
|
2019
Q1 | $127K | Buy |
512
+2
| +0.4% | +$496 | 0.03% | 123 |
|
|
2018
Q4 | $127K | Buy |
510
+73
| +17% | +$18.2K | 0.03% | 137 |
|
|
2018
Q3 | $116K | Buy |
437
+2
| +0.5% | +$531 | 0.03% | 132 |
|
|
2018
Q2 | $107K | Buy |
+435
| New | +$107K | 0.03% | 137 |
|
|
2018
Q1 | – | Sell |
-617
| Closed | -$136K | – | 147 |
|
|
2017
Q4 | $136K | Buy |
617
+22
| +4% | +$4.85K | 0.04% | 117 |
|
|
2017
Q3 | $117K | Buy |
595
+2
| +0.3% | +$393 | 0.04% | 123 |
|
|
2017
Q2 | $110K | Buy |
+593
| New | +$110K | 0.04% | 122 |
|