Brighton Jones LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.53M | Sell |
20,931
-8,360
| -29% | -$2.61M | 0.18% | 76 |
|
|
2025
Q1 | $15.3M | Sell |
29,291
-14,958
| -34% | -$7.83M | 0.49% | 38 |
|
|
2024
Q4 | $22.4M | Buy |
44,249
+28,231
| +176% | +$14.3M | 0.65% | 23 |
|
|
2024
Q3 | $9.37M | Sell |
16,018
-10,284
| -39% | -$6.01M | 0.35% | 39 |
|
|
2024
Q2 | $13.4M | Buy |
26,302
+8,458
| +47% | +$4.31M | 0.44% | 37 |
|
|
2024
Q1 | $8.83M | Sell |
17,844
-160
| -0.9% | -$79.2K | 0.32% | 45 |
|
|
2023
Q4 | $9.48M | Buy |
18,004
+2,365
| +15% | +$1.25M | 0.4% | 38 |
|
|
2023
Q3 | $7.89M | Buy |
15,639
+1,320
| +9% | +$666K | 0.4% | 39 |
|
|
2023
Q2 | $6.88M | Buy |
14,319
+138
| +1% | +$66.3K | 0.35% | 42 |
|
|
2023
Q1 | $6.7M | Buy |
14,181
+2,354
| +20% | +$1.11M | 0.38% | 37 |
|
|
2022
Q4 | $6.27M | Buy |
11,827
+1,266
| +12% | +$671K | 0.37% | 33 |
|
|
2022
Q3 | $5.33M | Buy |
10,561
+2,137
| +25% | +$1.08M | 0.31% | 36 |
|
|
2022
Q2 | $4.33M | Buy |
8,424
+858
| +11% | +$441K | 0.25% | 46 |
|
|
2022
Q1 | $3.86M | Buy |
7,566
+128
| +2% | +$65.3K | 0.18% | 63 |
|
|
2021
Q4 | $3.74M | Buy |
7,438
+2,039
| +38% | +$1.02M | 0.18% | 61 |
|
|
2021
Q3 | $2.11M | Sell |
5,399
-103
| -2% | -$40.3K | 0.11% | 90 |
|
|
2021
Q2 | $2.2M | Buy |
5,502
+89
| +2% | +$35.6K | 0.11% | 87 |
|
|
2021
Q1 | $2.01M | Sell |
5,413
-1
| -0% | -$372 | 0.12% | 81 |
|
|
2020
Q4 | $1.9M | Buy |
5,414
+113
| +2% | +$39.6K | 0.12% | 79 |
|
|
2020
Q3 | $1.65M | Buy |
5,301
+1,397
| +36% | +$436K | 0.11% | 78 |
|
|
2020
Q2 | $1.15M | Buy |
3,904
+214
| +6% | +$63.1K | 0.09% | 94 |
|
|
2020
Q1 | $920K | Buy |
3,690
+204
| +6% | +$50.9K | 0.1% | 98 |
|
|
2019
Q4 | $1.03M | Buy |
3,486
+208
| +6% | +$61.2K | 0.11% | 113 |
|
|
2019
Q3 | $712K | Buy |
3,278
+19
| +0.6% | +$4.13K | 0.08% | 129 |
|
|
2019
Q2 | $795K | Sell |
3,259
-2,459
| -43% | -$600K | 0.09% | 117 |
|
|
2019
Q1 | $1.41M | Buy |
5,718
+2,399
| +72% | +$593K | 0.17% | 80 |
|
|
2018
Q4 | $827K | Buy |
3,319
+85
| +3% | +$21.2K | 0.12% | 101 |
|
|
2018
Q3 | $860K | Buy |
3,234
+20
| +0.6% | +$5.32K | 0.11% | 104 |
|
|
2018
Q2 | $789K | Sell |
3,214
-475
| -13% | -$117K | 0.1% | 118 |
|
|
2018
Q1 | $789K | Sell |
3,689
-14,651
| -80% | -$3.13M | 0.11% | 105 |
|
|
2017
Q4 | $4.04M | Buy |
18,340
+5,983
| +48% | +$1.32M | 0.49% | 26 |
|
|
2017
Q3 | $2.42M | Buy |
12,357
+9,420
| +321% | +$1.84M | 0.31% | 34 |
|
|
2017
Q2 | $545K | Buy |
+2,937
| New | +$545K | 0.08% | 128 |
|
|
2016
Q4 | – | Sell |
-3,237
| Closed | -$453K | – | 198 |
|
|
2016
Q3 | $453K | Sell |
3,237
-12
| -0.4% | -$1.68K | 0.07% | 131 |
|
|
2016
Q2 | $459K | Buy |
3,249
+579
| +22% | +$81.8K | 0.08% | 117 |
|
|
2016
Q1 | $344K | Buy |
2,670
+363
| +16% | +$46.8K | 0.06% | 147 |
|
|
2015
Q4 | $271K | Sell |
2,307
-4
| -0.2% | -$470 | 0.05% | 155 |
|
|
2015
Q3 | $268K | Sell |
2,311
-159
| -6% | -$18.4K | 0.06% | 154 |
|
|
2015
Q2 | $301K | Buy |
2,470
+263
| +12% | +$32.1K | 0.07% | 137 |
|
|
2015
Q1 | $261K | Buy |
2,207
+195
| +10% | +$23.1K | 0.06% | 153 |
|
|
2014
Q4 | $203K | Buy |
+2,012
| New | +$203K | 0.05% | 188 |
|