Brasada 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 |
-6,335
| Closed | -$3.5M | – | 151 |
|
|
2025
Q1 | $3.5M | Buy |
6,335
+140
| +2% | +$77.4K | 0.7% | 50 |
|
|
2024
Q4 | $3.35M | Buy |
6,195
+225
| +4% | +$122K | 0.59% | 56 |
|
|
2024
Q3 | $3.54M | Buy |
5,970
+290
| +5% | +$172K | 0.62% | 54 |
|
|
2024
Q2 | $2.86M | Buy |
5,680
+535
| +10% | +$270K | 0.5% | 61 |
|
|
2024
Q1 | $2.55M | Buy |
5,145
+41
| +0.8% | +$20.3K | 0.45% | 70 |
|
|
2023
Q4 | $2.69M | Buy |
5,104
+471
| +10% | +$248K | 0.52% | 51 |
|
|
2023
Q3 | $2.44M | Buy |
4,633
+364
| +9% | +$192K | 0.57% | 47 |
|
|
2023
Q2 | $2.05M | Sell |
4,269
-45
| -1% | -$21.6K | 0.44% | 56 |
|
|
2023
Q1 | $2.04M | Buy |
4,314
+251
| +6% | +$119K | 0.45% | 56 |
|
|
2022
Q4 | $2.15M | Buy |
4,063
+42
| +1% | +$22.3K | 0.5% | 54 |
|
|
2022
Q3 | $2.03M | Sell |
4,021
-56
| -1% | -$28.3K | 0.48% | 55 |
|
|
2022
Q2 | $2.09M | Buy |
4,077
+121
| +3% | +$62.1K | 0.47% | 54 |
|
|
2022
Q1 | $2.02M | Buy |
+3,956
| New | +$2.02M | 0.38% | 61 |
|
|
2021
Q1 | – | Sell |
-2,595
| Closed | -$910K | – | 174 |
|
|
2020
Q4 | $910K | Buy |
2,595
+152
| +6% | +$53.3K | 0.21% | 85 |
|
|
2020
Q3 | $762K | Sell |
2,443
-90
| -4% | -$28.1K | 0.19% | 87 |
|
|
2020
Q2 | $747K | Buy |
2,533
+150
| +6% | +$44.2K | 0.21% | 84 |
|
|
2020
Q1 | $594K | Buy |
2,383
+26
| +1% | +$6.48K | 0.21% | 70 |
|
|
2019
Q4 | $693K | Buy |
2,357
+28
| +1% | +$8.23K | 0.17% | 94 |
|
|
2019
Q3 | $506K | Buy |
2,329
+332
| +17% | +$72.1K | 0.14% | 111 |
|
|
2019
Q2 | $490K | Buy |
1,997
+30
| +2% | +$7.36K | 0.13% | 113 |
|
|
2019
Q1 | $486K | Sell |
1,967
-44
| -2% | -$10.9K | 0.15% | 108 |
|
|
2018
Q4 | $501K | Buy |
2,011
+282
| +16% | +$70.3K | 0.17% | 95 |
|
|
2018
Q3 | $460K | Sell |
1,729
-22
| -1% | -$5.85K | 0.13% | 126 |
|
|
2018
Q2 | $430K | Buy |
1,751
+260
| +17% | +$63.8K | 0.13% | 132 |
|
|
2018
Q1 | $319K | Buy |
1,491
+64
| +4% | +$13.7K | 0.1% | 151 |
|
|
2017
Q4 | $315K | Buy |
+1,427
| New | +$315K | 0.11% | 133 |
|