BSW Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Sell |
2,334
-339
| -13% | -$106K | 0.1% | 113 |
|
|
2025
Q1 | $1.4M | Buy |
2,673
+187
| +8% | +$98K | 0.21% | 65 |
|
|
2024
Q4 | $1.26M | Buy |
2,486
+29
| +1% | +$14.7K | 0.18% | 70 |
|
|
2024
Q3 | $1.44M | Buy |
2,457
+418
| +21% | +$244K | 0.22% | 57 |
|
|
2024
Q2 | $1.04M | Buy |
2,039
+65
| +3% | +$33.1K | 0.17% | 72 |
|
|
2024
Q1 | $977K | Sell |
1,974
-32
| -2% | -$15.8K | 0.17% | 80 |
|
|
2023
Q4 | $1.06M | Buy |
2,006
+43
| +2% | +$22.6K | 0.21% | 69 |
|
|
2023
Q3 | $989K | Buy |
1,963
+122
| +7% | +$61.5K | 0.22% | 62 |
|
|
2023
Q2 | $885K | Buy |
1,841
+38
| +2% | +$18.3K | 0.18% | 71 |
|
|
2023
Q1 | $852K | Sell |
1,803
-3
| -0.2% | -$1.42K | 0.17% | 86 |
|
|
2022
Q4 | $958K | Sell |
1,806
-31
| -2% | -$16.4K | 0.21% | 71 |
|
|
2022
Q3 | $928K | Sell |
1,837
-180
| -9% | -$90.9K | 0.23% | 56 |
|
|
2022
Q2 | $1.04M | Buy |
2,017
+25
| +1% | +$12.8K | 0.25% | 56 |
|
|
2022
Q1 | $1.02M | Buy |
1,992
+65
| +3% | +$33.2K | 0.26% | 53 |
|
|
2021
Q4 | $968K | Buy |
1,927
+122
| +7% | +$61.3K | 0.24% | 60 |
|
|
2021
Q3 | $705K | Buy |
1,805
+53
| +3% | +$20.7K | 0.2% | 66 |
|
|
2021
Q2 | $702K | Buy |
1,752
+215
| +14% | +$86.1K | 0.19% | 70 |
|
|
2021
Q1 | $572K | Buy |
1,537
+93
| +6% | +$34.6K | 0.17% | 83 |
|
|
2020
Q4 | $506K | Buy |
1,444
+109
| +8% | +$38.2K | 0.16% | 84 |
|
|
2020
Q3 | $416K | Buy |
1,335
+75
| +6% | +$23.4K | 0.16% | 80 |
|
|
2020
Q2 | $372K | Buy |
1,260
+225
| +22% | +$66.4K | 0.12% | 82 |
|
|
2020
Q1 | $258K | Buy |
1,035
+122
| +13% | +$30.4K | 0.11% | 95 |
|
|
2019
Q4 | $268K | Sell |
913
-335
| -27% | -$98.3K | 0.09% | 103 |
|
|
2019
Q3 | $271K | Buy |
+1,248
| New | +$271K | 0.1% | 81 |
|