BA
Bluesphere Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Buy |
+1,555
| New | +$485K | 0.24% | 51 |
|
|
2025
Q1 | – | Sell |
-2,410
| Closed | -$1.22M | – | 108 |
|
|
2024
Q4 | $1.22M | Buy |
2,410
+114
| +5% | +$57.7K | 0.6% | 28 |
|
|
2024
Q3 | $1.34M | Sell |
2,296
-20
| -0.9% | -$11.7K | 0.66% | 23 |
|
|
2024
Q2 | $1.18M | Sell |
2,316
-80
| -3% | -$40.7K | 0.6% | 27 |
|
|
2024
Q1 | $1.19M | Sell |
2,396
-358
| -13% | -$177K | 0.66% | 25 |
|
|
2023
Q4 | $1.45M | Buy |
2,754
+140
| +5% | +$73.7K | 0.9% | 21 |
|
|
2023
Q3 | $1.32M | Buy |
2,614
+256
| +11% | +$129K | 0.95% | 20 |
|
|
2023
Q2 | $1.13M | Buy |
2,358
+147
| +7% | +$70.7K | 0.79% | 23 |
|
|
2023
Q1 | $1.04M | Buy |
2,211
+110
| +5% | +$52K | 0.87% | 21 |
|
|
2022
Q4 | $1.11M | Hold |
2,101
| – | – | 0.99% | 20 |
|
|
2022
Q3 | $1.06M | Hold |
2,101
| – | – | 1.06% | 18 |
|
|
2022
Q2 | $1.08M | Buy |
2,101
+67
| +3% | +$34.4K | 1.05% | 20 |
|
|
2022
Q1 | $1.04M | Hold |
2,034
| – | – | 0.88% | 25 |
|
|
2021
Q4 | $1.02M | Hold |
2,034
| – | – | 0.85% | 27 |
|
|
2021
Q3 | $795K | Hold |
2,034
| – | – | 0.76% | 30 |
|
|
2021
Q2 | $814K | Hold |
2,034
| – | – | 0.72% | 29 |
|
|
2021
Q1 | $757K | Hold |
2,034
| – | – | 0.68% | 29 |
|
|
2020
Q4 | $713K | Buy |
+2,034
| New | +$713K | 0.76% | 26 |
|