BFA
Bragg Financial Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.8M | Buy |
31,423
+521
| +2% | +$163K | 0.35% | 104 |
|
|
2025
Q1 | $16.2M | Sell |
30,902
-130
| -0.4% | -$68.1K | 0.67% | 58 |
|
|
2024
Q4 | $15.7M | Sell |
31,032
-1,262
| -4% | -$638K | 0.64% | 56 |
|
|
2024
Q3 | $18.9M | Sell |
32,294
-246
| -0.8% | -$144K | 0.78% | 40 |
|
|
2024
Q2 | $16.6M | Buy |
32,540
+171
| +0.5% | +$87.1K | 0.74% | 44 |
|
|
2024
Q1 | $16M | Sell |
32,369
-512
| -2% | -$253K | 0.72% | 46 |
|
|
2023
Q4 | $17.3M | Sell |
32,881
-1,629
| -5% | -$858K | 0.82% | 36 |
|
|
2023
Q3 | $17.4M | Sell |
34,510
-338
| -1% | -$170K | 0.92% | 26 |
|
|
2023
Q2 | $16.7M | Buy |
34,848
+169
| +0.5% | +$81.2K | 0.92% | 26 |
|
|
2023
Q1 | $16.4M | Buy |
34,679
+176
| +0.5% | +$83.2K | 0.97% | 22 |
|
|
2022
Q4 | $18.3M | Sell |
34,503
-785
| -2% | -$416K | 1.11% | 16 |
|
|
2022
Q3 | $17.8M | Sell |
35,288
-1,436
| -4% | -$725K | 1.23% | 10 |
|
|
2022
Q2 | $18.9M | Sell |
36,724
-6
| -0% | -$3.08K | 1.25% | 8 |
|
|
2022
Q1 | $18.7M | Buy |
36,730
+204
| +0.6% | +$104K | 1.09% | 15 |
|
|
2021
Q4 | $14.3M | Hold |
36,526
| – | – | 0.91% | 31 |
|
|
2021
Q3 | $14.3M | Buy |
36,526
+209
| +0.6% | +$81.7K | 0.91% | 31 |
|
|
2021
Q2 | $14.5M | Sell |
36,317
-102
| -0.3% | -$40.8K | 0.93% | 32 |
|
|
2021
Q1 | $13.6M | Buy |
36,419
+431
| +1% | +$160K | 0.91% | 34 |
|
|
2020
Q4 | $12.6M | Buy |
35,988
+174
| +0.5% | +$61K | 1.1% | 20 |
|
|
2020
Q3 | $11.2M | Sell |
35,814
-1,090
| -3% | -$340K | 1.14% | 25 |
|
|
2020
Q2 | $10.9M | Buy |
36,904
+622
| +2% | +$183K | 1.21% | 21 |
|
|
2020
Q1 | $9.05M | Buy |
36,282
+556
| +2% | +$139K | 1.22% | 22 |
|
|
2019
Q4 | $10.5M | Buy |
35,726
+302
| +0.9% | +$88.8K | 1.18% | 20 |
|
|
2019
Q3 | $7.7M | Buy |
35,424
+171
| +0.5% | +$37.2K | 0.94% | 33 |
|
|
2019
Q2 | $8.6M | Buy |
35,253
+585
| +2% | +$143K | 1.06% | 25 |
|
|
2019
Q1 | $8.57M | Buy |
34,668
+387
| +1% | +$95.7K | 1.11% | 24 |
|
|
2018
Q4 | $8.54M | Buy |
34,281
+148
| +0.4% | +$36.9K | 1.28% | 15 |
|
|
2018
Q3 | $9.08M | Sell |
34,133
-879
| -3% | -$234K | 1.22% | 17 |
|
|
2018
Q2 | $8.59M | Buy |
35,012
+40
| +0.1% | +$9.81K | 1.23% | 15 |
|
|
2018
Q1 | $7.48M | Sell |
34,972
-56
| -0.2% | -$12K | 1.09% | 20 |
|
|
2017
Q4 | $7.72M | Buy |
35,028
+131
| +0.4% | +$28.9K | 1.11% | 19 |
|
|
2017
Q3 | $6.84M | Buy |
34,897
+250
| +0.7% | +$49K | 1.05% | 25 |
|
|
2017
Q2 | $6.42M | Buy |
34,647
+1,346
| +4% | +$250K | 1.01% | 21 |
|
|
2017
Q1 | $5.46M | Buy |
33,301
+388
| +1% | +$63.6K | 0.88% | 33 |
|
|
2016
Q4 | $5.27M | Buy |
32,913
+525
| +2% | +$84K | 0.87% | 31 |
|
|
2016
Q3 | $4.53M | Sell |
32,388
-175
| -0.5% | -$24.5K | 0.81% | 36 |
|
|
2016
Q2 | $4.6M | Buy |
32,563
+726
| +2% | +$103K | 0.83% | 37 |
|
|
2016
Q1 | $4.1M | Buy |
31,837
+314
| +1% | +$40.5K | 0.79% | 42 |
|
|
2015
Q4 | $3.71M | Buy |
31,523
+3,110
| +11% | +$366K | 0.79% | 48 |
|
|
2015
Q3 | $3.3M | Buy |
28,413
+3,870
| +16% | +$449K | 0.79% | 48 |
|
|
2015
Q2 | $2.99M | Buy |
24,543
+980
| +4% | +$120K | 0.69% | 57 |
|
|
2015
Q1 | $2.79M | Buy |
23,563
+3,965
| +20% | +$469K | 0.64% | 58 |
|
|
2014
Q4 | $1.98M | Sell |
19,598
-275
| -1% | -$27.8K | 0.48% | 85 |
|
|
2014
Q3 | $1.71M | Sell |
19,873
-540
| -3% | -$46.6K | 0.43% | 92 |
|
|
2014
Q2 | $1.67M | Buy |
20,413
+603
| +3% | +$49.3K | 0.4% | 98 |
|
|
2014
Q1 | $1.62M | Buy |
19,810
+495
| +3% | +$40.6K | 0.4% | 94 |
|
|
2013
Q4 | $1.45M | Buy |
19,315
+800
| +4% | +$60.2K | 0.35% | 107 |
|
|
2013
Q3 | $1.33M | Buy |
18,515
+2,505
| +16% | +$179K | 0.35% | 112 |
|
|
2013
Q2 | $1.05M | Buy |
+16,010
| New | +$1.05M | 0.29% | 124 |
|