BSAM
Blue Square Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
6,419
+1,228
| +24% | +$383K | 0.94% | 34 |
|
|
2025
Q1 | $2.72M | Sell |
5,191
-54
| -1% | -$28.3K | 1.46% | 25 |
|
|
2024
Q4 | $2.65M | Buy |
5,245
+127
| +2% | +$64.2K | 1.32% | 28 |
|
|
2024
Q3 | $2.99M | Buy |
5,118
+203
| +4% | +$119K | 1.61% | 18 |
|
|
2024
Q2 | $2.5M | Sell |
4,915
-105
| -2% | -$53.5K | 1.46% | 23 |
|
|
2024
Q1 | $2.48M | Sell |
5,020
-315
| -6% | -$156K | 1.65% | 17 |
|
|
2023
Q4 | $2.81M | Sell |
5,335
-5
| -0.1% | -$2.63K | 1.87% | 14 |
|
|
2023
Q3 | $2.69M | Buy |
5,340
+1,632
| +44% | +$823K | 1.98% | 11 |
|
|
2023
Q2 | $1.78M | Buy |
3,708
+2,175
| +142% | +$1.05M | 1.27% | 18 |
|
|
2023
Q1 | $724K | Buy |
1,533
+798
| +109% | +$377K | 0.48% | 30 |
|
|
2022
Q4 | $390K | Hold |
735
| – | – | 0.25% | 18 |
|
|
2022
Q3 | $371K | Hold |
735
| – | – | 0.25% | 14 |
|
|
2022
Q2 | $378K | Hold |
735
| – | – | 0.81% | 37 |
|
|
2022
Q1 | $375K | Hold |
735
| – | – | 0.31% | 43 |
|
|
2021
Q4 | $369K | Sell |
735
-14
| -2% | -$7.03K | 0.23% | 67 |
|
|
2021
Q3 | $293K | Hold |
749
| – | – | 0.18% | 74 |
|
|
2021
Q2 | $300K | Sell |
749
-31
| -4% | -$12.4K | 0.18% | 72 |
|
|
2021
Q1 | $290K | Buy |
780
+31
| +4% | +$11.5K | 0.19% | 73 |
|
|
2020
Q4 | $263K | Sell |
749
-18
| -2% | -$6.32K | 0.18% | 75 |
|
|
2020
Q3 | $239K | Hold |
767
| – | – | 0.17% | 74 |
|
|
2020
Q2 | $226K | Buy |
+767
| New | +$226K | 0.16% | 57 |
|
|
2020
Q1 | – | Sell |
-767
| Closed | -$225K | – | 99 |
|
|
2019
Q4 | $225K | Buy |
+767
| New | +$225K | 0.18% | 83 |
|