Bradley & Co Private Wealth 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 | $6.55K | Buy |
21
+11
| +110% | +$3.43K | ﹤0.01% | 133 |
|
|
2025
Q1 | $5.24K | Hold |
10
| – | – | ﹤0.01% | 137 |
|
|
2024
Q4 | $5.06K | Buy |
+10
| New | +$5.06K | ﹤0.01% | 137 |
|
|
2024
Q2 | $5.09K | Hold |
10
| – | – | ﹤0.01% | 135 |
|
|
2024
Q1 | $4.95K | Hold |
10
| – | – | ﹤0.01% | 141 |
|
|
2023
Q4 | $5.27K | Hold |
10
| – | – | ﹤0.01% | 145 |
|
|
2023
Q3 | $5.04K | Buy |
10
+4
| +67% | +$2.02K | 0.01% | 132 |
|
|
2023
Q2 | $2.88K | Hold |
6
| – | – | ﹤0.01% | 148 |
|
|
2023
Q1 | $2.84K | Hold |
6
| – | – | ﹤0.01% | 148 |
|
|
2022
Q4 | $3.18K | Sell |
6
-64
| -91% | -$33.9K | ﹤0.01% | 149 |
|
|
2022
Q3 | $35K | Hold |
70
| – | – | 0.04% | 81 |
|
|
2022
Q2 | $36K | Sell |
70
-58
| -45% | -$29.8K | 0.04% | 95 |
|
|
2022
Q1 | $65K | Hold |
128
| – | – | 0.06% | 77 |
|
|
2021
Q4 | $64K | Hold |
128
| – | – | 0.05% | 82 |
|
|
2021
Q3 | $50K | Hold |
128
| – | – | 0.04% | 91 |
|
|
2021
Q2 | $51K | Hold |
128
| – | – | 0.04% | 95 |
|
|
2021
Q1 | $48K | Buy |
+128
| New | +$48K | 0.04% | 97 |
|