BCM
Blume Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $957K | Buy |
3,068
+2,777
| +954% | +$866K | 0.19% | 62 |
|
|
2025
Q1 | $152K | Buy |
291
+16
| +6% | +$8.38K | 0.03% | 123 |
|
|
2024
Q4 | $139K | Hold |
275
| – | – | 0.03% | 124 |
|
|
2024
Q3 | $161K | Hold |
275
| – | – | 0.04% | 124 |
|
|
2024
Q2 | $140K | Hold |
275
| – | – | 0.03% | 122 |
|
|
2024
Q1 | $136K | Hold |
275
| – | – | 0.03% | 123 |
|
|
2023
Q4 | $145K | Hold |
275
| – | – | 0.04% | 115 |
|
|
2023
Q3 | $139K | Hold |
275
| – | – | 0.04% | 113 |
|
|
2023
Q2 | $132K | Hold |
275
| – | – | 0.04% | 111 |
|
|
2023
Q1 | $130K | Buy |
+275
| New | +$130K | 0.04% | 108 |
|