BBA
Braun-Bostich & Associates’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
714
-99
| -12% | -$30.9K | 0.15% | 106 |
|
|
2025
Q1 | $426K | Sell |
813
-35
| -4% | -$18.3K | 0.32% | 65 |
|
|
2024
Q4 | $429K | Sell |
848
-55
| -6% | -$27.8K | 0.31% | 61 |
|
|
2024
Q3 | $528K | Buy |
903
+115
| +15% | +$67.2K | 0.37% | 52 |
|
|
2024
Q2 | $401K | Sell |
788
-512
| -39% | -$261K | 0.3% | 62 |
|
|
2024
Q1 | $643K | Sell |
1,300
-432
| -25% | -$214K | 0.54% | 56 |
|
|
2023
Q4 | $912K | Buy |
1,732
+535
| +45% | +$282K | 0.82% | 31 |
|
|
2023
Q3 | $604K | Buy |
1,197
+493
| +70% | +$249K | 1.13% | 15 |
|
|
2023
Q2 | $339K | Buy |
704
+32
| +5% | +$15.4K | 0.72% | 52 |
|
|
2023
Q1 | $317K | Buy |
672
+30
| +5% | +$14.2K | 0.75% | 49 |
|
|
2022
Q4 | $340K | Sell |
642
-37
| -5% | -$19.6K | 0.98% | 39 |
|
|
2022
Q3 | $343K | Sell |
679
-39
| -5% | -$19.7K | 1.05% | 43 |
|
|
2022
Q2 | $369K | Buy |
718
+140
| +24% | +$72K | 0.96% | 39 |
|
|
2022
Q1 | $295K | Buy |
+578
| New | +$295K | 0.63% | 51 |
|
|
2020
Q4 | – | Sell |
-1,744
| Closed | -$544K | – | 209 |
|
|
2020
Q3 | $544K | Buy |
1,744
+250
| +17% | +$78K | 0.54% | 28 |
|
|
2020
Q2 | $441K | Buy |
1,494
+22
| +1% | +$6.49K | 0.43% | 41 |
|
|
2020
Q1 | $349K | Hold |
1,472
| – | – | 0.44% | 53 |
|
|
2019
Q4 | $431K | Sell |
1,472
-677
| -32% | -$198K | 0.42% | 54 |
|
|
2019
Q3 | $467K | Sell |
2,149
-756
| -26% | -$164K | 0.54% | 37 |
|
|
2019
Q2 | $709K | Sell |
2,905
-697
| -19% | -$170K | 0.74% | 24 |
|
|
2019
Q1 | $891K | Sell |
3,602
-1,738
| -33% | -$430K | 0.93% | 22 |
|
|
2018
Q4 | $1.33M | Sell |
5,340
-348
| -6% | -$86.7K | 1.41% | 17 |
|
|
2018
Q3 | $1.51M | Buy |
5,688
+11
| +0.2% | +$2.93K | 1.46% | 17 |
|
|
2018
Q2 | $1.39M | Sell |
5,677
-31
| -0.5% | -$7.61K | 1.39% | 17 |
|
|
2018
Q1 | $1.22M | Buy |
5,708
+325
| +6% | +$69.6K | 1.06% | 29 |
|
|
2017
Q4 | $1.19M | Buy |
+5,383
| New | +$1.19M | 1.01% | 29 |
|