Brown Advisory’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250M | Buy |
802,808
+105,832
| +15% | +$33M | 0.33% | 59 |
|
|
2025
Q1 | $365M | Sell |
696,976
-10,569
| -1% | -$5.54M | 0.52% | 49 |
|
|
2024
Q4 | $358M | Buy |
707,545
+13,157
| +2% | +$6.66M | 0.45% | 52 |
|
|
2024
Q3 | $406M | Sell |
694,388
-3,804
| -0.5% | -$2.22M | 0.51% | 50 |
|
|
2024
Q2 | $356M | Buy |
698,192
+21,660
| +3% | +$11M | 0.46% | 51 |
|
|
2024
Q1 | $335M | Sell |
676,532
-1,602,004
| -70% | -$793M | 0.45% | 54 |
|
|
2023
Q4 | $1.2B | Sell |
2,278,536
-134,372
| -6% | -$70.7M | 1.69% | 11 |
|
|
2023
Q3 | $1.22B | Buy |
2,412,908
+156,068
| +7% | +$78.7M | 2% | 8 |
|
|
2023
Q2 | $1.08B | Buy |
2,256,840
+287,706
| +15% | +$138M | 1.69% | 11 |
|
|
2023
Q1 | $931M | Buy |
1,969,134
+84,813
| +5% | +$40.1M | 1.58% | 12 |
|
|
2022
Q4 | $999M | Sell |
1,884,321
-233,640
| -11% | -$124M | 1.86% | 8 |
|
|
2022
Q3 | $1.07B | Buy |
2,117,961
+203,873
| +11% | +$103M | 2.08% | 9 |
|
|
2022
Q2 | $983M | Sell |
1,914,088
-275,115
| -13% | -$141M | 1.85% | 10 |
|
|
2022
Q1 | $1.12B | Sell |
2,189,203
-99,245
| -4% | -$50.6M | 1.66% | 12 |
|
|
2021
Q4 | $1.15B | Buy |
2,288,448
+181,371
| +9% | +$91.1M | 1.42% | 14 |
|
|
2021
Q3 | $823M | Buy |
2,107,077
+202,912
| +11% | +$79.3M | 1.22% | 15 |
|
|
2021
Q2 | $763M | Sell |
1,904,165
-42,605
| -2% | -$17.1M | 1.15% | 21 |
|
|
2021
Q1 | $724M | Buy |
1,946,770
+94,691
| +5% | +$35.2M | 1.24% | 21 |
|
|
2020
Q4 | $649M | Buy |
1,852,079
+194,047
| +12% | +$68M | 1.15% | 22 |
|
|
2020
Q3 | $517M | Buy |
1,658,032
+198,781
| +14% | +$62M | 1.07% | 28 |
|
|
2020
Q2 | $430M | Buy |
1,459,251
+145,392
| +11% | +$42.9M | 1% | 30 |
|
|
2020
Q1 | $328M | Buy |
1,313,859
+108,747
| +9% | +$27.1M | 1% | 31 |
|
|
2019
Q4 | $354M | Buy |
1,205,112
+49,672
| +4% | +$14.6M | 0.9% | 34 |
|
|
2019
Q3 | $251M | Buy |
1,155,440
+83,250
| +8% | +$18.1M | 0.7% | 39 |
|
|
2019
Q2 | $262M | Buy |
1,072,190
+39,927
| +4% | +$9.74M | 0.75% | 37 |
|
|
2019
Q1 | $255M | Buy |
1,032,263
+19,045
| +2% | +$4.71M | 0.72% | 37 |
|
|
2018
Q4 | $252M | Sell |
1,013,218
-16,502
| -2% | -$4.11M | 0.85% | 33 |
|
|
2018
Q3 | $274M | Buy |
1,029,720
+44,339
| +4% | +$11.8M | 0.78% | 36 |
|
|
2018
Q2 | $242M | Buy |
985,381
+102,824
| +12% | +$25.2M | 0.74% | 36 |
|
|
2018
Q1 | $189M | Sell |
882,557
-285,977
| -24% | -$61.2M | 0.61% | 42 |
|
|
2017
Q4 | $258M | Buy |
1,168,534
+463,714
| +66% | +$102M | 0.82% | 36 |
|
|
2017
Q3 | $138M | Buy |
704,820
+13,934
| +2% | +$2.73M | 0.46% | 54 |
|
|
2017
Q2 | $128M | Buy |
690,886
+25,710
| +4% | +$4.77M | 0.39% | 61 |
|
|
2017
Q1 | $109M | Buy |
665,176
+28,688
| +5% | +$4.71M | 0.37% | 64 |
|
|
2016
Q4 | $102M | Buy |
636,488
+35,824
| +6% | +$5.73M | 0.36% | 64 |
|
|
2016
Q3 | $84.1M | Buy |
600,664
+63,363
| +12% | +$8.87M | 0.29% | 72 |
|
|
2016
Q2 | $75.9M | Buy |
537,301
+126,531
| +31% | +$17.9M | 0.27% | 73 |
|
|
2016
Q1 | $52.9M | Sell |
410,770
-5,751
| -1% | -$741K | 0.18% | 88 |
|
|
2015
Q4 | $49M | Sell |
416,521
-21,501
| -5% | -$2.53M | 0.17% | 97 |
|
|
2015
Q3 | $50.8M | Sell |
438,022
-9,291
| -2% | -$1.08M | 0.18% | 89 |
|
|
2015
Q2 | $54.6M | Sell |
447,313
-24,773
| -5% | -$3.02M | 0.18% | 85 |
|
|
2015
Q1 | $55.8M | Buy |
472,086
+6,688
| +1% | +$791K | 0.18% | 89 |
|
|
2014
Q4 | $47M | Buy |
465,398
+455
| +0.1% | +$46K | 0.15% | 107 |
|
|
2014
Q3 | $40.1M | Buy |
464,943
+1,737
| +0.4% | +$150K | 0.13% | 117 |
|
|
2014
Q2 | $37.9M | Sell |
463,206
-3,913
| -0.8% | -$320K | 0.12% | 125 |
|
|
2014
Q1 | $38.3M | Buy |
467,119
+370,506
| +383% | +$30.4M | 0.12% | 120 |
|
|
2013
Q4 | $7.28M | Buy |
96,613
+3,511
| +4% | +$264K | 0.02% | 280 |
|
|
2013
Q3 | $6.67M | Buy |
93,102
+7,299
| +9% | +$523K | 0.02% | 281 |
|
|
2013
Q2 | $5.62M | Buy |
+85,803
| New | +$5.62M | 0.02% | 291 |
|