Blueprint Investment Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,302
| Closed | -$659K | – | 198 |
|
|
2024
Q4 | $659K | Sell |
1,302
-1,756
| -57% | -$888K | 0.1% | 105 |
|
|
2024
Q3 | $1.79M | Buy |
3,058
+2,417
| +377% | +$1.41M | 0.32% | 47 |
|
|
2024
Q2 | $327K | Sell |
641
-43
| -6% | -$21.9K | 0.07% | 99 |
|
|
2024
Q1 | $338K | Sell |
684
-3,020
| -82% | -$1.49M | 0.07% | 109 |
|
|
2023
Q4 | $1.95M | Buy |
3,704
+2,478
| +202% | +$1.3M | 0.54% | 39 |
|
|
2023
Q3 | $618K | Buy |
+1,226
| New | +$618K | 0.2% | 56 |
|
|
2023
Q2 | – | Sell |
-562
| Closed | -$266K | – | 238 |
|
|
2023
Q1 | $266K | Sell |
562
-5,965
| -91% | -$2.82M | 0.06% | 196 |
|
|
2022
Q4 | $3.46M | Buy |
6,527
+471
| +8% | +$250K | 0.73% | 31 |
|
|
2022
Q3 | $3.06M | Buy |
6,056
+1,338
| +28% | +$676K | 0.83% | 22 |
|
|
2022
Q2 | $2.42M | Buy |
4,718
+1,196
| +34% | +$614K | 0.65% | 29 |
|
|
2022
Q1 | $1.8M | Buy |
3,522
+753
| +27% | +$384K | 0.46% | 53 |
|
|
2021
Q4 | $1.39M | Buy |
2,769
+1,200
| +76% | +$603K | 0.34% | 70 |
|
|
2021
Q3 | $613K | Buy |
+1,569
| New | +$613K | 0.31% | 53 |
|