Bordeaux Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Sell |
1,218
-294
| -19% | -$91.7K | 0.05% | 109 |
|
|
2025
Q1 | $792K | Sell |
1,512
-135
| -8% | -$70.7K | 0.15% | 65 |
|
|
2024
Q4 | $833K | Buy |
1,647
+51
| +3% | +$25.8K | 0.13% | 66 |
|
|
2024
Q3 | $933K | Buy |
1,596
+338
| +27% | +$198K | 0.17% | 59 |
|
|
2024
Q2 | $641K | Buy |
1,258
+11
| +0.9% | +$5.6K | 0.12% | 70 |
|
|
2024
Q1 | $617K | Sell |
1,247
-548
| -31% | -$271K | 0.2% | 50 |
|
|
2023
Q4 | $945K | Buy |
1,795
+293
| +20% | +$154K | 0.32% | 39 |
|
|
2023
Q3 | $757K | Buy |
1,502
+245
| +19% | +$124K | 0.31% | 39 |
|
|
2023
Q2 | $604K | Buy |
1,257
+17
| +1% | +$8.17K | 0.25% | 48 |
|
|
2023
Q1 | $586K | Buy |
1,240
+80
| +7% | +$37.8K | 0.3% | 51 |
|
|
2022
Q4 | $615K | Sell |
1,160
-122
| -10% | -$64.7K | 0.34% | 43 |
|
|
2022
Q3 | $647K | Buy |
1,282
+157
| +14% | +$79.2K | 0.41% | 41 |
|
|
2022
Q2 | $578K | Buy |
1,125
+427
| +61% | +$219K | 0.4% | 43 |
|
|
2022
Q1 | $356K | Buy |
698
+102
| +17% | +$52K | 0.19% | 64 |
|
|
2021
Q4 | $299K | Buy |
+596
| New | +$299K | 0.14% | 78 |
|