BAMG
UNH icon

Brand Asset Management Group’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$838K Sell
2,687
-67
-2% -$20.9K 0.31% 39
2025
Q1
$1.44M Sell
2,754
-80
-3% -$41.9K 0.6% 32
2024
Q4
$1.43M Sell
2,834
-136
-5% -$68.8K 0.58% 31
2024
Q3
$1.74M Sell
2,970
-166
-5% -$97.1K 0.68% 29
2024
Q2
$1.6M Sell
3,136
-30
-0.9% -$15.3K 0.67% 28
2024
Q1
$1.57M Buy
3,166
+4
+0.1% +$1.98K 0.67% 28
2023
Q4
$1.66M Buy
3,162
+109
+4% +$57.4K 0.76% 28
2023
Q3
$1.54M Sell
3,053
-4
-0.1% -$2.02K 0.79% 27
2023
Q2
$1.47M Buy
3,057
+1
+0% +$481 0.7% 28
2023
Q1
$1.44M Sell
3,056
-131
-4% -$61.9K 0.73% 28
2022
Q4
$1.69M Buy
3,187
+1
+0% +$530 0.85% 26
2022
Q3
$1.61M Sell
3,186
-255
-7% -$129K 0.89% 25
2022
Q2
$1.77M Buy
3,441
+1
+0% +$514 0.9% 25
2022
Q1
$1.75M Hold
3,440
0.77% 29
2021
Q4
$1.73M Sell
3,440
-143
-4% -$71.8K 0.78% 28
2021
Q3
$1.4M Sell
3,583
-42
-1% -$16.4K 0.68% 30
2021
Q2
$1.45M Sell
3,625
-55
-1% -$22K 0.71% 29
2021
Q1
$1.37M Sell
3,680
-219
-6% -$81.5K 0.7% 32
2020
Q4
$1.37M Sell
3,899
-708
-15% -$248K 0.77% 30
2020
Q3
$1.44M Sell
4,607
-592
-11% -$185K 0.9% 27
2020
Q2
$1.53M Sell
5,199
-134
-3% -$39.5K 0.98% 22
2020
Q1
$1.33M Sell
5,333
-70
-1% -$17.5K 0.98% 24
2019
Q4
$1.59M Sell
5,403
-339
-6% -$99.6K 1.01% 22
2019
Q3
$1.25M Sell
5,742
-406
-7% -$88.2K 0.83% 25
2019
Q2
$1.5M Sell
6,148
-99
-2% -$24.2K 0.98% 22
2019
Q1
$1.55M Buy
6,247
+24
+0.4% +$5.94K 1.05% 23
2018
Q4
$1.55M Sell
6,223
-319
-5% -$79.5K 1.23% 20
2018
Q3
$1.74M Buy
6,542
+3,200
+96% +$852K 1.28% 18
2018
Q2
$820K Buy
+3,342
New +$820K 0.63% 29