Bowman & Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
5,133
+567
| +12% | +$178K | 0.72% | 39 |
|
|
2025
Q1 | $2.4M | Buy |
4,566
+630
| +16% | +$331K | 1.18% | 22 |
|
|
2024
Q4 | $2M | Buy |
3,936
+861
| +28% | +$437K | 1.03% | 26 |
|
|
2024
Q3 | $1.8M | Buy |
3,075
+1,430
| +87% | +$838K | 0.95% | 28 |
|
|
2024
Q2 | $841K | Buy |
1,645
+83
| +5% | +$42.4K | 0.49% | 63 |
|
|
2024
Q1 | $776K | Buy |
1,562
+15
| +1% | +$7.45K | 0.47% | 63 |
|
|
2023
Q4 | $818K | Buy |
1,547
+63
| +4% | +$33.3K | 0.57% | 55 |
|
|
2023
Q3 | $751K | Sell |
1,484
-453
| -23% | -$229K | 0.6% | 46 |
|
|
2023
Q2 | $933K | Buy |
1,937
+52
| +3% | +$25.1K | 0.71% | 34 |
|
|
2023
Q1 | $891K | Buy |
1,885
+94
| +5% | +$44.4K | 0.65% | 35 |
|
|
2022
Q4 | $949K | Buy |
1,791
+112
| +7% | +$59.4K | 0.74% | 30 |
|
|
2022
Q3 | $848K | Buy |
1,679
+62
| +4% | +$31.3K | 0.77% | 27 |
|
|
2022
Q2 | $830K | Buy |
1,617
+166
| +11% | +$85.2K | 0.72% | 30 |
|
|
2022
Q1 | $740K | Buy |
1,451
+32
| +2% | +$16.3K | 0.57% | 36 |
|
|
2021
Q4 | $718K | Buy |
+1,419
| New | +$718K | 0.55% | 30 |
|