Bryn Mawr 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 | $8.98M | Sell |
28,789
-1,460
| -5% | -$455K | 0.49% | 55 |
|
|
2025
Q1 | $15.8M | Sell |
30,249
-3,594
| -11% | -$1.88M | 0.95% | 22 |
|
|
2024
Q4 | $17.1M | Sell |
33,843
-4,412
| -12% | -$2.23M | 0.92% | 19 |
|
|
2024
Q3 | $22.4M | Sell |
38,255
-1,546
| -4% | -$904K | 1.21% | 15 |
|
|
2024
Q2 | $20.3M | Buy |
39,801
+1,202
| +3% | +$614K | 1.12% | 17 |
|
|
2024
Q1 | $19.1M | Buy |
38,599
+993
| +3% | +$491K | 1.08% | 19 |
|
|
2023
Q4 | $19.8M | Buy |
37,606
+2,519
| +7% | +$1.33M | 1.23% | 16 |
|
|
2023
Q3 | $17.7M | Buy |
35,087
+5,392
| +18% | +$2.72M | 1.16% | 17 |
|
|
2023
Q2 | $14.3M | Sell |
29,695
-120
| -0.4% | -$57.7K | 1.34% | 14 |
|
|
2023
Q1 | $14.1M | Buy |
29,815
+349
| +1% | +$165K | 1.47% | 14 |
|
|
2022
Q4 | $15.6M | Buy |
29,466
+17,769
| +152% | +$9.42M | 1.69% | 12 |
|
|
2022
Q3 | $5.91M | Sell |
11,697
-144
| -1% | -$72.7K | 2.09% | 8 |
|
|
2022
Q2 | $6.08M | Sell |
11,841
-1,707
| -13% | -$877K | 2% | 8 |
|
|
2022
Q1 | $6.91M | Buy |
13,548
+8,881
| +190% | +$4.53M | 1.93% | 8 |
|
|
2021
Q4 | $2.34M | Sell |
4,667
-224
| -5% | -$113K | 0.89% | 23 |
|
|
2021
Q3 | $1.91M | Buy |
4,891
+134
| +3% | +$52.4K | 0.87% | 24 |
|
|
2021
Q2 | $1.91M | Sell |
4,757
-354
| -7% | -$142K | 0.86% | 24 |
|
|
2021
Q1 | $1.9M | Buy |
5,111
+67
| +1% | +$24.9K | 0.93% | 21 |
|
|
2020
Q4 | $1.77M | Sell |
5,044
-346
| -6% | -$121K | 0.87% | 21 |
|
|
2020
Q3 | $1.68M | Buy |
+5,390
| New | +$1.68M | 0.98% | 20 |
|
|
2018
Q1 | – | Sell |
-3,519
| Closed | -$689K | – | 93 |
|
|
2017
Q4 | $689K | Hold |
3,519
| – | – | 0.9% | 24 |
|
|
2017
Q3 | $689K | Buy |
3,519
+45
| +1% | +$8.81K | 0.72% | 27 |
|
|
2017
Q2 | $644K | Sell |
3,474
-244
| -7% | -$45.2K | 0.73% | 26 |
|
|
2017
Q1 | $610K | Sell |
3,718
-7,080
| -66% | -$1.16M | 0.63% | 31 |
|
|
2016
Q4 | $1.73M | Buy |
+10,798
| New | +$1.73M | 1.76% | 13 |
|