Bristlecone Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Sell |
8,992
-1,403
| -13% | -$438K | 0.24% | 80 |
|
|
2025
Q1 | $5.44M | Sell |
10,395
-310
| -3% | -$162K | 0.44% | 52 |
|
|
2024
Q4 | $5.42M | Sell |
10,705
-43
| -0.4% | -$21.8K | 0.42% | 51 |
|
|
2024
Q3 | $6.28M | Sell |
10,748
-376
| -3% | -$220K | 0.5% | 48 |
|
|
2024
Q2 | $5.67M | Sell |
11,124
-627
| -5% | -$319K | 0.48% | 46 |
|
|
2024
Q1 | $5.81M | Sell |
11,751
-4
| -0% | -$1.98K | 0.51% | 44 |
|
|
2023
Q4 | $6.19M | Sell |
11,755
-190
| -2% | -$100K | 0.63% | 38 |
|
|
2023
Q3 | $6.02M | Buy |
11,945
+493
| +4% | +$249K | 0.68% | 34 |
|
|
2023
Q2 | $5.5M | Sell |
11,452
-234
| -2% | -$112K | 0.55% | 40 |
|
|
2023
Q1 | $5.52M | Buy |
11,686
+42
| +0.4% | +$19.8K | 0.61% | 39 |
|
|
2022
Q4 | $6.17M | Sell |
11,644
-194
| -2% | -$103K | 0.76% | 31 |
|
|
2022
Q3 | $5.98M | Buy |
11,838
+119
| +1% | +$60.1K | 0.78% | 25 |
|
|
2022
Q2 | $6.02M | Buy |
11,719
+741
| +7% | +$381K | 0.74% | 29 |
|
|
2022
Q1 | $5.6M | Buy |
10,978
+45
| +0.4% | +$22.9K | 0.69% | 35 |
|
|
2021
Q4 | $5.49M | Sell |
10,933
-526
| -5% | -$264K | 0.66% | 33 |
|
|
2021
Q3 | $4.48M | Buy |
11,459
+228
| +2% | +$89.1K | 0.59% | 40 |
|
|
2021
Q2 | $4.5M | Buy |
11,231
+161
| +1% | +$64.5K | 0.61% | 40 |
|
|
2021
Q1 | $4.12M | Sell |
11,070
-130
| -1% | -$48.4K | 0.62% | 38 |
|
|
2020
Q4 | $3.93M | Buy |
11,200
+185
| +2% | +$64.9K | 0.62% | 37 |
|
|
2020
Q3 | $3.43M | Sell |
11,015
-647
| -6% | -$202K | 0.63% | 41 |
|
|
2020
Q2 | $3.44M | Buy |
11,662
+463
| +4% | +$137K | 0.7% | 34 |
|
|
2020
Q1 | $2.79M | Sell |
11,199
-1,274
| -10% | -$318K | 0.67% | 35 |
|
|
2019
Q4 | $3.67M | Buy |
12,473
+1,938
| +18% | +$570K | 0.74% | 32 |
|
|
2019
Q3 | $2.29M | Sell |
10,535
-2,115
| -17% | -$460K | 0.56% | 58 |
|
|
2019
Q2 | $3.09M | Buy |
12,650
+3,793
| +43% | +$926K | 0.73% | 38 |
|
|
2019
Q1 | $2.19M | Buy |
8,857
+623
| +8% | +$154K | 0.61% | 50 |
|
|
2018
Q4 | $2.05M | Buy |
8,234
+925
| +13% | +$230K | 0.62% | 48 |
|
|
2018
Q3 | $1.94M | Buy |
7,309
+4,298
| +143% | +$1.14M | 0.49% | 62 |
|
|
2018
Q2 | $739K | Sell |
3,011
-875
| -23% | -$215K | 0.25% | 90 |
|
|
2018
Q1 | $832K | Sell |
3,886
-236
| -6% | -$50.5K | 0.28% | 85 |
|
|
2017
Q4 | $909K | Buy |
4,122
+27
| +0.7% | +$5.95K | 0.29% | 88 |
|
|
2017
Q3 | $802K | Sell |
4,095
-200
| -5% | -$39.2K | 0.26% | 89 |
|
|
2017
Q2 | $796K | Sell |
4,295
-410
| -9% | -$76K | 0.27% | 92 |
|
|
2017
Q1 | $772K | Hold |
4,705
| – | – | 0.27% | 91 |
|
|
2016
Q4 | $753K | Sell |
4,705
-135
| -3% | -$21.6K | 0.27% | 92 |
|
|
2016
Q3 | $678K | Hold |
4,840
| – | – | 0.24% | 95 |
|
|
2016
Q2 | $683K | Buy |
4,840
+200
| +4% | +$28.2K | 0.25% | 89 |
|
|
2016
Q1 | $598K | Buy |
4,640
+2,910
| +168% | +$375K | 0.24% | 98 |
|
|
2015
Q4 | $204K | Buy |
+1,730
| New | +$204K | 0.09% | 166 |
|