BIM
Bridges Investment Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.6M | Buy |
303,336
+20,163
| +7% | +$6.29M | 1.28% | 23 |
|
|
2025
Q1 | $148M | Sell |
283,173
-19,166
| -6% | -$10M | 2.14% | 14 |
|
|
2024
Q4 | $153M | Sell |
302,339
-4,075
| -1% | -$2.06M | 2.14% | 12 |
|
|
2024
Q3 | $179M | Sell |
306,414
-1,319
| -0.4% | -$771K | 2.5% | 10 |
|
|
2024
Q2 | $157M | Buy |
307,733
+200,903
| +188% | +$102M | 2.38% | 11 |
|
|
2024
Q1 | $52.8M | Sell |
106,830
-1,679
| -2% | -$831K | 1.65% | 18 |
|
|
2023
Q4 | $57.1M | Sell |
108,509
-663
| -0.6% | -$349K | 1.89% | 14 |
|
|
2023
Q3 | $55M | Sell |
109,172
-2,790
| -2% | -$1.41M | 1.96% | 14 |
|
|
2023
Q2 | $53.8M | Buy |
111,962
+3,194
| +3% | +$1.54M | 1.81% | 15 |
|
|
2023
Q1 | $51.4M | Buy |
108,768
+2,994
| +3% | +$1.41M | 1.82% | 16 |
|
|
2022
Q4 | $56.1M | Sell |
105,774
-446
| -0.4% | -$236K | 2.06% | 15 |
|
|
2022
Q3 | $53.6M | Sell |
106,220
-4,751
| -4% | -$2.4M | 2.07% | 15 |
|
|
2022
Q2 | $57M | Buy |
110,971
+2,778
| +3% | +$1.43M | 2.07% | 14 |
|
|
2022
Q1 | $55.2M | Buy |
108,193
+534
| +0.5% | +$272K | 1.71% | 16 |
|
|
2021
Q4 | $54.1M | Buy |
107,659
+1,277
| +1% | +$641K | 1.58% | 18 |
|
|
2021
Q3 | $41.6M | Sell |
106,382
-16,086
| -13% | -$6.29M | 1.31% | 27 |
|
|
2021
Q2 | $49M | Sell |
122,468
-34,150
| -22% | -$13.7M | 1.46% | 20 |
|
|
2021
Q1 | $58.3M | Sell |
156,618
-279
| -0.2% | -$104K | 1.7% | 18 |
|
|
2020
Q4 | $55M | Sell |
156,897
-76
| -0% | -$26.7K | 1.69% | 17 |
|
|
2020
Q3 | $48.9M | Buy |
156,973
+1,815
| +1% | +$566K | 1.66% | 18 |
|
|
2020
Q2 | $45.8M | Sell |
155,158
-615
| -0.4% | -$181K | 1.67% | 17 |
|
|
2020
Q1 | $38.8M | Buy |
155,773
+15,740
| +11% | +$3.93M | 1.76% | 15 |
|
|
2019
Q4 | $41.2M | Buy |
140,033
+6,101
| +5% | +$1.79M | 1.53% | 20 |
|
|
2019
Q3 | $29.1M | Buy |
133,932
+5,903
| +5% | +$1.28M | 1.11% | 23 |
|
|
2019
Q2 | $31.2M | Buy |
128,029
+7,778
| +6% | +$1.9M | 1.2% | 24 |
|
|
2019
Q1 | $29.7M | Buy |
120,251
+16,529
| +16% | +$4.09M | 1.21% | 23 |
|
|
2018
Q4 | $25.8M | Buy |
103,722
+64,338
| +163% | +$16M | 1.21% | 24 |
|
|
2018
Q3 | $10.5M | Buy |
39,384
+13,055
| +50% | +$3.47M | 0.52% | 47 |
|
|
2018
Q2 | $6.46M | Buy |
26,329
+5,284
| +25% | +$1.3M | 0.29% | 73 |
|
|
2018
Q1 | $4.5M | Buy |
+21,045
| New | +$4.5M | 0.21% | 93 |
|