Bourgeon Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,106
| Closed | -$11.6M | – | 121 |
|
|
2025
Q1 | $11.6M | Sell |
22,106
-255
| -1% | -$134K | 2.49% | 12 |
|
|
2024
Q4 | $11.3M | Buy |
22,361
+2,650
| +13% | +$1.34M | 2.11% | 16 |
|
|
2024
Q3 | $11.5M | Buy |
19,711
+14,316
| +265% | +$8.37M | 2.22% | 16 |
|
|
2024
Q2 | $2.75M | Sell |
5,395
-1,286
| -19% | -$655K | 0.54% | 46 |
|
|
2024
Q1 | $3.31M | Buy |
6,681
+1,455
| +28% | +$720K | 0.65% | 46 |
|
|
2023
Q4 | $2.75M | Buy |
5,226
+4,150
| +386% | +$2.18M | 0.61% | 47 |
|
|
2023
Q3 | $543K | Sell |
1,076
-250
| -19% | -$126K | 0.13% | 68 |
|
|
2023
Q2 | $637K | Buy |
1,326
+1,250
| +1,645% | +$601K | 0.15% | 68 |
|
|
2023
Q1 | $35.9K | Hold |
76
| – | – | 0.01% | 163 |
|
|
2022
Q4 | $40.3K | Buy |
76
+50
| +192% | +$26.5K | 0.01% | 163 |
|
|
2022
Q3 | $13K | Hold |
26
| – | – | ﹤0.01% | 207 |
|
|
2022
Q2 | $13K | Hold |
26
| – | – | ﹤0.01% | 213 |
|
|
2022
Q1 | $13K | Hold |
26
| – | – | ﹤0.01% | 221 |
|
|
2021
Q4 | $13K | Hold |
26
| – | – | ﹤0.01% | 210 |
|
|
2021
Q3 | $10K | Hold |
26
| – | – | ﹤0.01% | 232 |
|
|
2021
Q2 | $10K | Hold |
26
| – | – | ﹤0.01% | 233 |
|
|
2021
Q1 | $10K | Hold |
26
| – | – | ﹤0.01% | 228 |
|
|
2020
Q4 | $9K | Sell |
26
-8
| -24% | -$2.77K | ﹤0.01% | 222 |
|
|
2020
Q3 | $11K | Buy |
34
+8
| +31% | +$2.59K | ﹤0.01% | 216 |
|
|
2020
Q2 | $8K | Hold |
26
| – | – | ﹤0.01% | 200 |
|
|
2020
Q1 | $6K | Buy |
+26
| New | +$6K | ﹤0.01% | 206 |
|
|
2013
Q4 | – | Sell |
-3,500
| Closed | -$251K | – | 102 |
|
|
2013
Q3 | $251K | Buy |
+3,500
| New | +$251K | 0.17% | 88 |
|