Brown Shipley & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48M | Sell |
11,161
-144
| -1% | -$44.9K | 1.92% | 16 |
|
|
2025
Q1 | $5.92M | Sell |
11,305
-794
| -7% | -$416K | 3.35% | 12 |
|
|
2024
Q4 | $6.12M | Sell |
12,099
-2,456
| -17% | -$1.24M | 3.04% | 12 |
|
|
2024
Q3 | $8.51M | Sell |
14,555
-393
| -3% | -$230K | 4.19% | 8 |
|
|
2024
Q2 | $7.61M | Sell |
14,948
-1,869
| -11% | -$952K | 3.43% | 11 |
|
|
2024
Q1 | $8.24M | Buy |
16,817
+1,983
| +13% | +$971K | 2.59% | 15 |
|
|
2023
Q4 | $7.81M | Buy |
14,834
+2,758
| +23% | +$1.45M | 3.87% | 10 |
|
|
2023
Q3 | $6.09M | Buy |
12,076
+1,039
| +9% | +$524K | 3.36% | 10 |
|
|
2023
Q2 | $5.3M | Buy |
11,037
+2,389
| +28% | +$1.15M | 2.17% | 16 |
|
|
2023
Q1 | $4.09M | Buy |
+8,648
| New | +$4.09M | 2.64% | 15 |
|