Brookstone Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.38M | Buy |
17,251
+3,960
| +30% | +$1.24M | 0.07% | 271 |
|
2025
Q1 | $6.96M | Sell |
13,291
-13,153
| -50% | -$6.89M | 0.1% | 223 |
|
2024
Q4 | $13.4M | Buy |
26,444
+2,155
| +9% | +$1.09M | 0.19% | 123 |
|
2024
Q3 | $14.2M | Buy |
24,289
+1,529
| +7% | +$894K | 0.21% | 117 |
|
2024
Q2 | $13M | Sell |
22,760
-4,001
| -15% | -$2.29M | 0.22% | 109 |
|
2024
Q1 | $13.2M | Buy |
26,761
+4,326
| +19% | +$2.14M | 0.24% | 101 |
|
2023
Q4 | $11.8M | Buy |
22,435
+225
| +1% | +$118K | 0.23% | 118 |
|
2023
Q3 | $11.8M | Buy |
22,210
+6,070
| +38% | +$3.23M | 0.26% | 109 |
|
2023
Q2 | $7.45M | Buy |
16,140
+654
| +4% | +$302K | 0.15% | 157 |
|
2023
Q1 | $7.83M | Buy |
15,486
+1,935
| +14% | +$978K | 0.15% | 150 |
|
2022
Q4 | $6.64M | Buy |
13,551
+378
| +3% | +$185K | 0.13% | 150 |
|
2022
Q3 | $6.59M | Buy |
13,173
+1,655
| +14% | +$827K | 0.15% | 145 |
|
2022
Q2 | $5.97M | Sell |
11,518
-2,793
| -20% | -$1.45M | 0.13% | 153 |
|
2022
Q1 | $7.69M | Sell |
14,311
-1,293
| -8% | -$695K | 0.15% | 138 |
|
2021
Q4 | $7.16M | Buy |
15,604
+2,346
| +18% | +$1.08M | 0.12% | 144 |
|
2021
Q3 | $5.35M | Buy |
13,258
+116
| +0.9% | +$46.8K | 0.1% | 169 |
|
2021
Q2 | $5.5M | Buy |
13,142
+4,756
| +57% | +$1.99M | 0.1% | 175 |
|
2021
Q1 | $3.12M | Buy |
8,386
+713
| +9% | +$265K | 0.12% | 147 |
|
2020
Q4 | $2.69M | Buy |
7,673
+473
| +7% | +$166K | 0.11% | 147 |
|
2020
Q3 | $2.25M | Buy |
7,200
+859
| +14% | +$268K | 0.1% | 134 |
|
2020
Q2 | $1.87M | Buy |
6,341
+1,192
| +23% | +$352K | 0.12% | 125 |
|
2020
Q1 | $1.28M | Sell |
5,149
-680
| -12% | -$170K | 0.07% | 148 |
|
2019
Q4 | $1.71M | Sell |
5,829
-163
| -3% | -$47.9K | 0.09% | 130 |
|
2019
Q3 | $1.3M | Buy |
5,992
+1,568
| +35% | +$341K | 0.07% | 141 |
|
2019
Q2 | $1.08M | Sell |
4,424
-1
| -0% | -$244 | 0.06% | 183 |
|
2019
Q1 | $1.09M | Buy |
4,425
+704
| +19% | +$174K | 0.07% | 136 |
|
2018
Q4 | $927K | Sell |
3,721
-117
| -3% | -$29.1K | 0.07% | 134 |
|
2018
Q3 | $1.02M | Buy |
3,838
+442
| +13% | +$118K | 0.08% | 175 |
|
2018
Q2 | $833K | Buy |
3,396
+1,430
| +73% | +$351K | 0.07% | 160 |
|
2018
Q1 | $421K | Buy |
+1,966
| New | +$421K | 0.04% | 207 |
|
2015
Q4 | – | Sell |
-175
| Closed | -$20K | – | 841 |
|
2015
Q3 | $20K | Hold |
175
| – | – | ﹤0.01% | 790 |
|
2015
Q2 | $21K | Buy |
+175
| New | +$21K | ﹤0.01% | 842 |
|