BMA
Brooks Moore & Associates’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-737
| Closed | -$386K | – | 109 |
|
|
2025
Q1 | $386K | Sell |
737
-25
| -3% | -$13.1K | 0.22% | 80 |
|
|
2024
Q4 | $385K | Hold |
762
| – | – | 0.23% | 75 |
|
|
2024
Q3 | $446K | Hold |
762
| – | – | 0.26% | 70 |
|
|
2024
Q2 | $388K | Hold |
762
| – | – | 0.25% | 68 |
|
|
2024
Q1 | $377K | Sell |
762
-32
| -4% | -$15.8K | 0.24% | 70 |
|
|
2023
Q4 | $418K | Buy |
794
+7
| +0.9% | +$3.69K | 0.29% | 63 |
|
|
2023
Q3 | $397K | Hold |
787
| – | – | 0.3% | 63 |
|
|
2023
Q2 | $378K | Hold |
787
| – | – | 0.27% | 63 |
|
|
2023
Q1 | $372K | Hold |
787
| – | – | 0.27% | 64 |
|
|
2022
Q4 | $417K | Sell |
787
-150
| -16% | -$79.5K | 0.3% | 62 |
|
|
2022
Q3 | $473K | Hold |
937
| – | – | 0.38% | 55 |
|
|
2022
Q2 | $481K | Hold |
937
| – | – | 0.35% | 57 |
|
|
2022
Q1 | $478K | Hold |
937
| – | – | 0.29% | 65 |
|
|
2021
Q4 | $471K | Hold |
937
| – | – | 0.28% | 71 |
|
|
2021
Q3 | $366K | Hold |
937
| – | – | 0.24% | 76 |
|
|
2021
Q2 | $375K | Hold |
937
| – | – | 0.24% | 79 |
|
|
2021
Q1 | $349K | Sell |
937
-175
| -16% | -$65.2K | 0.24% | 77 |
|
|
2020
Q4 | $390K | Hold |
1,112
| – | – | 0.3% | 74 |
|
|
2020
Q3 | $347K | Hold |
1,112
| – | – | 0.3% | 67 |
|
|
2020
Q2 | $328K | Hold |
1,112
| – | – | 0.31% | 69 |
|
|
2020
Q1 | $277K | Hold |
1,112
| – | – | 0.29% | 76 |
|
|
2019
Q4 | $327K | Sell |
1,112
-338
| -23% | -$99.4K | 0.26% | 81 |
|
|
2019
Q3 | $315K | Hold |
1,450
| – | – | 0.27% | 79 |
|
|
2019
Q2 | $354K | Hold |
1,450
| – | – | 0.3% | 79 |
|
|
2019
Q1 | $359K | Hold |
1,450
| – | – | 0.33% | 71 |
|
|
2018
Q4 | $361K | Buy |
+1,450
| New | +$361K | 0.36% | 66 |
|