Blue Edge Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19M | Sell |
16,640
-153
| -0.9% | -$47.7K | 0.77% | 35 |
|
|
2025
Q1 | $8.8M | Buy |
16,793
+192
| +1% | +$101K | 1.41% | 21 |
|
|
2024
Q4 | $8.4M | Sell |
16,601
-41
| -0.2% | -$20.7K | 1.32% | 20 |
|
|
2024
Q3 | $9.73M | Buy |
16,642
+8
| +0% | +$4.68K | 1.52% | 19 |
|
|
2024
Q2 | $8.47M | Sell |
16,634
-28
| -0.2% | -$14.3K | 1.4% | 22 |
|
|
2024
Q1 | $8.24M | Buy |
+16,662
| New | +$8.24M | 1.38% | 22 |
|
|
2023
Q4 | – | Sell |
-16,464
| Closed | -$8.3M | – | 105 |
|
|
2023
Q3 | $8.3M | Buy |
16,464
+302
| +2% | +$152K | 1.74% | 17 |
|
|
2023
Q2 | $7.77M | Buy |
16,162
+259
| +2% | +$124K | 1.56% | 17 |
|
|
2023
Q1 | $7.52M | Sell |
15,903
-9
| -0.1% | -$4.25K | 1.62% | 19 |
|
|
2022
Q4 | $8.44M | Sell |
15,912
-161
| -1% | -$85.4K | 1.92% | 14 |
|
|
2022
Q3 | $8.12M | Buy |
16,073
+34
| +0.2% | +$17.2K | 2.01% | 15 |
|
|
2022
Q2 | $8.24M | Sell |
16,039
-118
| -0.7% | -$60.6K | 1.91% | 14 |
|
|
2022
Q1 | $8.24M | Buy |
16,157
+2,005
| +14% | +$1.02M | 1.65% | 15 |
|
|
2021
Q4 | $7.11M | Sell |
14,152
-209
| -1% | -$105K | 1.37% | 24 |
|
|
2021
Q3 | $5.61M | Sell |
14,361
-34
| -0.2% | -$13.3K | 1.17% | 27 |
|
|
2021
Q2 | $5.76M | Sell |
14,395
-279
| -2% | -$112K | 1.2% | 24 |
|
|
2021
Q1 | $5.46M | Buy |
14,674
+471
| +3% | +$175K | 1.21% | 23 |
|
|
2020
Q4 | $4.98M | Buy |
14,203
+188
| +1% | +$65.9K | 1.2% | 23 |
|
|
2020
Q3 | $4.37M | Sell |
14,015
-179
| -1% | -$55.8K | 1.19% | 24 |
|
|
2020
Q2 | $4.19M | Buy |
14,194
+1,893
| +15% | +$558K | 1.25% | 23 |
|
|
2020
Q1 | $3.07M | Buy |
12,301
+3,176
| +35% | +$792K | 1.11% | 27 |
|
|
2019
Q4 | $2.68M | Sell |
9,125
-3,063
| -25% | -$900K | 0.85% | 28 |
|
|
2019
Q3 | $2.65M | Sell |
12,188
-58
| -0.5% | -$12.6K | 0.91% | 29 |
|
|
2019
Q2 | $2.99M | Buy |
12,246
+3,109
| +34% | +$759K | 1.05% | 27 |
|
|
2019
Q1 | $2.26M | Sell |
9,137
-3,051
| -25% | -$753K | 0.86% | 30 |
|
|
2018
Q4 | $3.04M | Sell |
12,188
-77
| -0.6% | -$19.2K | 1.31% | 20 |
|
|
2018
Q3 | $3.26M | Buy |
12,265
+57
| +0.5% | +$15.2K | 1.21% | 21 |
|
|
2018
Q2 | $3M | Buy |
12,208
+148
| +1% | +$36.3K | 1.2% | 22 |
|
|
2018
Q1 | $2.58M | Sell |
12,060
-193
| -2% | -$41.3K | 1.04% | 26 |
|
|
2017
Q4 | $2.7M | Buy |
12,253
+116
| +1% | +$25.6K | 1.08% | 24 |
|
|
2017
Q3 | $2.38M | Sell |
12,137
-375
| -3% | -$73.4K | 1.08% | 25 |
|
|
2017
Q2 | $2.32M | Sell |
12,512
-17
| -0.1% | -$3.15K | 1.09% | 25 |
|
|
2017
Q1 | $2.05M | Hold |
12,529
| – | – | 1.03% | 25 |
|
|
2016
Q4 | $2.01M | Hold |
12,529
| – | – | 1.13% | 25 |
|
|
2016
Q3 | $1.75M | Hold |
12,529
| – | – | 0.96% | 31 |
|
|
2016
Q2 | $1.77M | Sell |
12,529
-17
| -0.1% | -$2.4K | 0.98% | 30 |
|
|
2016
Q1 | $1.62M | Buy |
12,546
+37
| +0.3% | +$4.77K | 0.96% | 33 |
|
|
2015
Q4 | $1.47M | Buy |
12,509
+59
| +0.5% | +$6.94K | 0.96% | 34 |
|
|
2015
Q3 | $1.44M | Sell |
12,450
-80
| -0.6% | -$9.28K | 1.03% | 34 |
|
|
2015
Q2 | $1.53M | Sell |
12,530
-109
| -0.9% | -$13.3K | 1% | 31 |
|
|
2015
Q1 | $1.5M | Hold |
12,639
| – | – | 1% | 31 |
|
|
2014
Q4 | $1.28M | Sell |
12,639
-85
| -0.7% | -$8.59K | 0.87% | 35 |
|
|
2014
Q3 | $1.1M | Sell |
12,724
-507
| -4% | -$43.7K | 0.77% | 39 |
|
|
2014
Q2 | $1.08M | Hold |
13,231
| – | – | 0.73% | 42 |
|
|
2014
Q1 | $1.08M | Hold |
13,231
| – | – | 0.76% | 36 |
|
|
2013
Q4 | $996K | Buy |
+13,231
| New | +$996K | 0.73% | 46 |
|