Bond & Devick Financial Network’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.05M | Sell |
7,588
-4
| -0.1% | -$1.19K | 0.57% | 27 |
|
|
2025
Q4 | $2.51M | Buy |
7,592
+20
| +0.3% | +$6.78K | 0.71% | 24 |
|
|
2025
Q3 | $2.61M | Sell |
7,572
-317
| -4% | -$95.9K | 0.79% | 23 |
|
|
2025
Q2 | $2.46M | Sell |
7,889
-402
| -5% | -$154K | 0.82% | 22 |
|
|
2025
Q1 | $4.34M | Sell |
8,291
-599
| -7% | -$306K | 1.58% | 16 |
|
|
2024
Q4 | $5.2M | Hold |
8,890
| – | – | 2.22% | 11 |
|
|
2024
Q3 | $5.2M | Sell |
8,890
-204
| -2% | -$115K | 2.22% | 11 |
|
|
2024
Q2 | $4.63M | Buy |
9,094
+30
| +0.3% | +$14.7K | 2.48% | 11 |
|
|
2024
Q1 | $4.48M | Sell |
9,064
-288
| -3% | -$146K | 2.43% | 11 |
|
|
2023
Q4 | $4.92M | Buy |
9,352
+210
| +2% | +$112K | 2.8% | 11 |
|
|
2023
Q3 | $4.61M | Sell |
9,142
-835
| -8% | -$411K | 2.96% | 11 |
|
|
2023
Q2 | $4.8M | Sell |
9,977
-107
| -1% | -$52.3K | 2.98% | 10 |
|
|
2023
Q1 | $4.77M | Buy |
10,084
+200
| +2% | +$96.5K | 3.04% | 9 |
|
|
2022
Q4 | $5.24M | Buy |
9,884
+24
| +0.2% | +$12.7K | 3.73% | 8 |
|
|
2022
Q3 | $4.98M | Sell |
9,860
-56
| -0.6% | -$29.4K | 4.12% | 7 |
|
|
2022
Q2 | $5.09M | Buy |
9,916
+337
| +4% | +$169K | 4.45% | 6 |
|
|
2022
Q1 | $4.88M | Sell |
9,579
-103
| -1% | -$49.7K | 3.9% | 8 |
|
|
2021
Q4 | $4.86M | Hold |
9,682
| – | – | 3.65% | 8 |
|
|
2021
Q3 | $3.78M | Sell |
9,682
-150
| -2% | -$62.1K | 3.14% | 8 |
|
|
2021
Q2 | $3.94M | Sell |
9,832
-80
| -0.8% | -$31.9K | 3.25% | 7 |
|
|
2021
Q1 | $3.69M | Sell |
9,912
-22
| -0.2% | -$7.62K | 3.41% | 7 |
|
|
2020
Q4 | $3.48M | Buy |
+9,934
| New | +$3.33M | 3.98% | 5 |
|
Other funds holding UNH
VCM
VPM
