Bollard Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Sell |
2,337
-9,737
| -81% | -$3.04M | 0.02% | 133 |
|
|
2025
Q1 | $6.32M | Buy |
12,074
+25
| +0.2% | +$13.1K | 0.17% | 47 |
|
|
2024
Q4 | $6.1M | Buy |
12,049
+5,221
| +76% | +$2.64M | 0.17% | 48 |
|
|
2024
Q3 | $3.99M | Buy |
6,828
+12
| +0.2% | +$7.02K | 0.11% | 62 |
|
|
2024
Q2 | $3.47M | Buy |
6,816
+104
| +2% | +$53K | 0.1% | 63 |
|
|
2024
Q1 | $3.32M | Buy |
6,712
+12
| +0.2% | +$5.94K | 0.1% | 65 |
|
|
2023
Q4 | $3.53M | Sell |
6,700
-79
| -1% | -$41.6K | 0.12% | 61 |
|
|
2023
Q3 | $3.42M | Sell |
6,779
-1,009
| -13% | -$509K | 0.13% | 64 |
|
|
2023
Q2 | $3.74M | Buy |
7,788
+106
| +1% | +$50.9K | 0.13% | 70 |
|
|
2023
Q1 | $3.63M | Buy |
7,682
+15
| +0.2% | +$7.09K | 0.13% | 70 |
|
|
2022
Q4 | $4.07M | Buy |
7,667
+12
| +0.2% | +$6.36K | 0.16% | 68 |
|
|
2022
Q3 | $3.87M | Buy |
7,655
+13
| +0.2% | +$6.57K | 0.16% | 69 |
|
|
2022
Q2 | $3.93M | Buy |
7,642
+14
| +0.2% | +$7.19K | 0.16% | 76 |
|
|
2022
Q1 | $3.89M | Sell |
7,628
-188
| -2% | -$95.9K | 0.12% | 81 |
|
|
2021
Q4 | $3.93M | Buy |
7,816
+4,317
| +123% | +$2.17M | 0.13% | 85 |
|
|
2021
Q3 | $1.37M | Buy |
3,499
+1,407
| +67% | +$550K | 0.04% | 117 |
|
|
2021
Q2 | $838K | Buy |
2,092
+8
| +0.4% | +$3.21K | 0.03% | 143 |
|
|
2021
Q1 | $775K | Hold |
2,084
| – | – | 0.03% | 140 |
|
|
2020
Q4 | $731K | Hold |
2,084
| – | – | 0.03% | 134 |
|
|
2020
Q3 | $650K | Sell |
2,084
-1,647
| -44% | -$514K | 0.02% | 140 |
|
|
2020
Q2 | $1.1M | Buy |
+3,731
| New | +$1.1M | 0.04% | 113 |
|