Braun Stacey Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $883K | Sell |
2,830
-37,554
| -93% | -$11.7M | 0.03% | 99 |
|
|
2025
Q1 | $21.2M | Sell |
40,384
-599
| -1% | -$314K | 0.86% | 53 |
|
|
2024
Q4 | $20.7M | Sell |
40,983
-4,958
| -11% | -$2.51M | 0.77% | 53 |
|
|
2024
Q3 | $26.9M | Buy |
45,941
+2,599
| +6% | +$1.52M | 1.02% | 31 |
|
|
2024
Q2 | $22.1M | Buy |
43,342
+1,890
| +5% | +$962K | 0.86% | 47 |
|
|
2024
Q1 | $20.5M | Sell |
41,452
-797
| -2% | -$394K | 0.81% | 56 |
|
|
2023
Q4 | $22.2M | Sell |
42,249
-617
| -1% | -$325K | 0.99% | 39 |
|
|
2023
Q3 | $21.6M | Sell |
42,866
-1,138
| -3% | -$574K | 1.05% | 36 |
|
|
2023
Q2 | $21.2M | Sell |
44,004
-46,606
| -51% | -$22.4M | 0.98% | 37 |
|
|
2023
Q1 | $42.8M | Buy |
90,610
+39,453
| +77% | +$18.6M | 1.12% | 23 |
|
|
2022
Q4 | $27.1M | Sell |
51,157
-2,707
| -5% | -$1.44M | 1.55% | 7 |
|
|
2022
Q3 | $27.2M | Sell |
53,864
-4,495
| -8% | -$2.27M | 1.65% | 6 |
|
|
2022
Q2 | $30M | Sell |
58,359
-8,341
| -13% | -$4.28M | 1.71% | 6 |
|
|
2022
Q1 | $34M | Sell |
66,700
-3,486
| -5% | -$1.78M | 1.41% | 7 |
|
|
2021
Q4 | $35.2M | Buy |
70,186
+3,172
| +5% | +$1.59M | 1.29% | 13 |
|
|
2021
Q3 | $26.2M | Sell |
67,014
-1,594
| -2% | -$623K | 1.05% | 24 |
|
|
2021
Q2 | $27.5M | Sell |
68,608
-511
| -0.7% | -$205K | 1.07% | 23 |
|
|
2021
Q1 | $25.7M | Buy |
69,119
+591
| +0.9% | +$220K | 1.08% | 22 |
|
|
2020
Q4 | $24M | Buy |
68,528
+1,105
| +2% | +$387K | 1.08% | 19 |
|
|
2020
Q3 | $21M | Sell |
67,423
-1,149
| -2% | -$358K | 1.12% | 18 |
|
|
2020
Q2 | $20.2M | Buy |
68,572
+1,144
| +2% | +$337K | 1.16% | 14 |
|
|
2020
Q1 | $16.8M | Sell |
67,428
-1,060
| -2% | -$264K | 1.28% | 14 |
|
|
2019
Q4 | $20.1M | Buy |
68,488
+11,380
| +20% | +$3.35M | 1.12% | 16 |
|
|
2019
Q3 | $12.4M | Sell |
57,108
-5,544
| -9% | -$1.2M | 0.78% | 74 |
|
|
2019
Q2 | $15.3M | Sell |
62,652
-5,654
| -8% | -$1.38M | 0.98% | 47 |
|
|
2019
Q1 | $16.9M | Sell |
68,306
-598
| -0.9% | -$148K | 1.12% | 28 |
|
|
2018
Q4 | $17.2M | Sell |
68,904
-5,416
| -7% | -$1.35M | 1.36% | 11 |
|
|
2018
Q3 | $19.8M | Sell |
74,320
-3,505
| -5% | -$932K | 1.26% | 14 |
|
|
2018
Q2 | $19.1M | Sell |
77,825
-6,317
| -8% | -$1.55M | 1.3% | 15 |
|
|
2018
Q1 | $18M | Sell |
84,142
-1,211
| -1% | -$259K | 1.24% | 15 |
|
|
2017
Q4 | $18.8M | Sell |
85,353
-2,646
| -3% | -$583K | 1.26% | 17 |
|
|
2017
Q3 | $17.2M | Sell |
87,999
-5,593
| -6% | -$1.1M | 1.18% | 27 |
|
|
2017
Q2 | $17.4M | Sell |
93,592
-1,308
| -1% | -$243K | 1.13% | 31 |
|
|
2017
Q1 | $15.6M | Buy |
94,900
+6,710
| +8% | +$1.1M | 0.99% | 46 |
|
|
2016
Q4 | $14.1M | Buy |
88,190
+84,185
| +2,102% | +$13.5M | 0.93% | 48 |
|
|
2016
Q3 | $561K | Buy |
+4,005
| New | +$561K | 0.04% | 125 |
|
|
2015
Q3 | – | Sell |
-2,580
| Closed | -$315K | – | 264 |
|
|
2015
Q2 | $315K | Buy |
+2,580
| New | +$315K | 0.01% | 266 |
|