Bray Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.88M | Sell |
7,665
-1,762
| -19% | -$891K | 1.05% | 26 |
|
|
2024
Q3 | $5.51M | Sell |
9,427
-215
| -2% | -$126K | 1.35% | 19 |
|
|
2024
Q2 | $4.91M | Buy |
9,642
+36
| +0.4% | +$18.3K | 1.23% | 21 |
|
|
2024
Q1 | $4.75M | Sell |
9,606
-5
| -0.1% | -$2.47K | 1.21% | 22 |
|
|
2023
Q4 | $5.06M | Sell |
9,611
-5
| -0.1% | -$2.63K | 1.4% | 18 |
|
|
2023
Q3 | $4.85M | Buy |
9,616
+50
| +0.5% | +$25.2K | 1.48% | 15 |
|
|
2023
Q2 | $4.6M | Sell |
9,566
-15
| -0.2% | -$7.21K | 1.38% | 20 |
|
|
2023
Q1 | $4.53M | Sell |
9,581
-369
| -4% | -$174K | 1.32% | 21 |
|
|
2022
Q4 | $5.28M | Sell |
9,950
-1,236
| -11% | -$655K | 1.64% | 14 |
|
|
2022
Q3 | $5.65M | Sell |
11,186
-87
| -0.8% | -$43.9K | 1.77% | 13 |
|
|
2022
Q2 | $5.79M | Sell |
11,273
-30
| -0.3% | -$15.4K | 1.73% | 13 |
|
|
2022
Q1 | $5.76M | Sell |
11,303
-244
| -2% | -$124K | 1.48% | 15 |
|
|
2021
Q4 | $5.8M | Buy |
11,547
+140
| +1% | +$70.3K | 1.42% | 18 |
|
|
2021
Q3 | $4.46M | Buy |
11,407
+17
| +0.1% | +$6.64K | 1.14% | 26 |
|
|
2021
Q2 | $4.56M | Buy |
11,390
+126
| +1% | +$50.5K | 1.17% | 25 |
|
|
2021
Q1 | $4.19M | Buy |
11,264
+41
| +0.4% | +$15.3K | 1.15% | 26 |
|
|
2020
Q4 | $3.94M | Buy |
11,223
+168
| +2% | +$58.9K | 1.14% | 24 |
|
|
2020
Q3 | $3.45M | Buy |
11,055
+109
| +1% | +$34K | 1.21% | 25 |
|
|
2020
Q2 | $3.23M | Sell |
10,946
-143
| -1% | -$42.2K | 1.24% | 22 |
|
|
2020
Q1 | $2.77M | Sell |
11,089
-770
| -6% | -$192K | 1.27% | 24 |
|
|
2019
Q4 | $3.49M | Buy |
11,859
+197
| +2% | +$57.9K | 1.24% | 25 |
|
|
2019
Q3 | $2.53M | Buy |
11,662
+530
| +5% | +$115K | 0.99% | 33 |
|
|
2019
Q2 | $2.72M | Buy |
11,132
+1,556
| +16% | +$380K | 1.05% | 28 |
|
|
2019
Q1 | $2.37M | Buy |
9,576
+1,015
| +12% | +$251K | 0.98% | 31 |
|
|
2018
Q4 | $2.13M | Sell |
8,561
-811
| -9% | -$202K | 1.07% | 27 |
|
|
2018
Q3 | $2.49M | Sell |
9,372
-301
| -3% | -$80.1K | 1.1% | 30 |
|
|
2018
Q2 | $2.37M | Sell |
9,673
-85
| -0.9% | -$20.9K | 1.11% | 28 |
|
|
2018
Q1 | $2.09M | Sell |
9,758
-1,144
| -10% | -$245K | 0.98% | 32 |
|
|
2017
Q4 | $2.4M | Sell |
10,902
-403
| -4% | -$88.8K | 1.15% | 31 |
|
|
2017
Q3 | $2.21M | Sell |
11,305
-951
| -8% | -$186K | 1.17% | 33 |
|
|
2017
Q2 | $2.27M | Sell |
12,256
-1,733
| -12% | -$321K | 1.25% | 33 |
|
|
2017
Q1 | $2.29M | Sell |
13,989
-525
| -4% | -$86.1K | 1.3% | 31 |
|
|
2016
Q4 | $2.32M | Sell |
14,514
-2,105
| -13% | -$337K | 1.39% | 27 |
|
|
2016
Q3 | $2.33M | Sell |
16,619
-2,483
| -13% | -$348K | 1.4% | 30 |
|
|
2016
Q2 | $2.7M | Buy |
19,102
+220
| +1% | +$31.1K | 1.68% | 19 |
|
|
2016
Q1 | $2.43M | Sell |
18,882
-185
| -1% | -$23.8K | 2.11% | 16 |
|
|
2015
Q4 | $2.24M | Sell |
19,067
-1,410
| -7% | -$166K | 1.42% | 23 |
|
|
2015
Q3 | $2.38M | Sell |
20,477
-934
| -4% | -$108K | 1.51% | 15 |
|
|
2015
Q2 | $2.61M | Buy |
21,411
+42
| +0.2% | +$5.12K | 1.5% | 13 |
|
|
2015
Q1 | $2.53M | Buy |
21,369
+1,265
| +6% | +$150K | 1.5% | 12 |
|
|
2014
Q4 | $2.03M | Buy |
+20,104
| New | +$2.03M | 1.32% | 21 |
|