Bogart Wealth LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Sell |
556
-8,246
| -94% | -$2.57M | 0.01% | 254 |
|
|
2025
Q1 | $4.61M | Sell |
8,802
-2,867
| -25% | -$1.5M | 0.22% | 92 |
|
|
2024
Q4 | $5.9M | Buy |
11,669
+3
| +0% | +$1.52K | 0.28% | 87 |
|
|
2024
Q3 | $6.82M | Sell |
11,666
-49
| -0.4% | -$28.6K | 0.32% | 73 |
|
|
2024
Q2 | $5.97M | Sell |
11,715
-2,828
| -19% | -$1.44M | 0.3% | 82 |
|
|
2024
Q1 | $7.19M | Buy |
14,543
+888
| +7% | +$439K | 0.37% | 69 |
|
|
2023
Q4 | $7.19M | Sell |
13,655
-30
| -0.2% | -$15.8K | 0.41% | 65 |
|
|
2023
Q3 | $6.9M | Buy |
13,685
+289
| +2% | +$146K | 0.43% | 54 |
|
|
2023
Q2 | $6.44M | Buy |
13,396
+662
| +5% | +$318K | 0.41% | 60 |
|
|
2023
Q1 | $6.02M | Buy |
12,734
+1,354
| +12% | +$640K | 0.4% | 62 |
|
|
2022
Q4 | $6.03M | Buy |
11,380
+1,697
| +18% | +$900K | 0.42% | 54 |
|
|
2022
Q3 | $4.89M | Buy |
9,683
+1,765
| +22% | +$891K | 0.41% | 48 |
|
|
2022
Q2 | $4.07M | Sell |
7,918
-467
| -6% | -$240K | 0.36% | 59 |
|
|
2022
Q1 | $4.28M | Buy |
8,385
+922
| +12% | +$470K | 0.37% | 54 |
|
|
2021
Q4 | $3.75M | Buy |
7,463
+820
| +12% | +$412K | 0.34% | 60 |
|
|
2021
Q3 | $2.6M | Buy |
6,643
+1,063
| +19% | +$415K | 0.26% | 66 |
|
|
2021
Q2 | $2.23M | Buy |
5,580
+950
| +21% | +$380K | 0.24% | 64 |
|
|
2021
Q1 | $1.72M | Buy |
4,630
+1,103
| +31% | +$410K | 0.24% | 76 |
|
|
2020
Q4 | $1.24M | Buy |
3,527
+247
| +8% | +$86.6K | 0.23% | 77 |
|
|
2020
Q3 | $1.02M | Buy |
3,280
+66
| +2% | +$20.6K | 0.23% | 66 |
|
|
2020
Q2 | $948K | Buy |
3,214
+107
| +3% | +$31.6K | 0.22% | 61 |
|
|
2020
Q1 | $775K | Buy |
3,107
+196
| +7% | +$48.9K | 0.21% | 62 |
|
|
2019
Q4 | $856K | Buy |
2,911
+108
| +4% | +$31.8K | 0.27% | 57 |
|
|
2019
Q3 | $609K | Buy |
2,803
+104
| +4% | +$22.6K | 0.3% | 61 |
|
|
2019
Q2 | $658K | Sell |
2,699
-11
| -0.4% | -$2.68K | 0.4% | 52 |
|
|
2019
Q1 | $670K | Buy |
2,710
+59
| +2% | +$14.6K | 0.32% | 47 |
|
|
2018
Q4 | $660K | Buy |
2,651
+301
| +13% | +$74.9K | 0.33% | 39 |
|
|
2018
Q3 | $625K | Buy |
2,350
+118
| +5% | +$31.4K | 0.36% | 45 |
|
|
2018
Q2 | $547K | Sell |
2,232
-4
| -0.2% | -$980 | 0.33% | 47 |
|
|
2018
Q1 | $512K | Buy |
2,236
+556
| +33% | +$127K | 0.3% | 49 |
|
|
2017
Q4 | $370K | Buy |
1,680
+1,494
| +803% | +$329K | 0.24% | 55 |
|
|
2017
Q3 | $37K | Buy |
+186
| New | +$37K | 0.03% | 158 |
|