BAM
Blueshift Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
+5,436
| New | +$1.7M | 0.52% | 33 |
|
|
2024
Q3 | – | Sell |
-559
| Closed | -$285K | – | 478 |
|
|
2024
Q2 | $285K | Buy |
+559
| New | +$285K | 0.1% | 257 |
|
|
2023
Q2 | – | Sell |
-928
| Closed | -$439K | – | 481 |
|
|
2023
Q1 | $439K | Buy |
928
+414
| +81% | +$196K | 0.18% | 157 |
|
|
2022
Q4 | $273K | Sell |
514
-367
| -42% | -$195K | 0.13% | 241 |
|
|
2022
Q3 | $445K | Buy |
+881
| New | +$445K | 0.1% | 307 |
|
|
2022
Q2 | – | Sell |
-13,814
| Closed | -$7.05M | – | 1014 |
|
|
2022
Q1 | $7.05M | Buy |
13,814
+7,989
| +137% | +$4.07M | 0.64% | 22 |
|
|
2021
Q4 | $2.93M | Sell |
5,825
-25,714
| -82% | -$12.9M | 0.26% | 101 |
|
|
2021
Q3 | $12.3M | Buy |
31,539
+29,888
| +1,810% | +$11.7M | 0.69% | 19 |
|
|
2021
Q2 | $661K | Sell |
1,651
-7,159
| -81% | -$2.87M | 0.04% | 471 |
|
|
2021
Q1 | $3.28M | Buy |
+8,810
| New | +$3.28M | 0.34% | 65 |
|
|
2020
Q4 | – | Sell |
-16,461
| Closed | -$5.13M | – | 884 |
|
|
2020
Q3 | $5.13M | Buy |
+16,461
| New | +$5.13M | 0.7% | 23 |
|
|
2020
Q1 | – | Sell |
-8,074
| Closed | -$2.37M | – | 688 |
|
|
2019
Q4 | $2.37M | Sell |
8,074
-17,774
| -69% | -$5.23M | 0.27% | 88 |
|
|
2019
Q3 | $5.62M | Buy |
+25,848
| New | +$5.62M | 0.85% | 5 |
|
|
2019
Q1 | – | Sell |
-7,421
| Closed | -$1.85M | – | 939 |
|
|
2018
Q4 | $1.85M | Buy |
+7,421
| New | +$1.85M | 0.34% | 50 |
|