BTC Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,815
| Closed | -$7.76M | – | 216 |
|
|
2025
Q1 | $7.76M | Sell |
14,815
-439
| -3% | -$224K | 0.71% | 42 |
|
|
2024
Q4 | $7.71M | Sell |
15,254
-310
| -2% | -$176K | 0.71% | 42 |
|
|
2024
Q3 | $9.1M | Sell |
15,564
-224
| -1% | -$127K | 0.81% | 39 |
|
|
2024
Q2 | $8.04M | Sell |
15,788
-34
| -0.2% | -$16.7K | 0.75% | 44 |
|
|
2024
Q1 | $7.83M | Buy |
+15,822
| New | +$8.04M | 0.72% | 49 |
|
|
2023
Q3 | $7.53M | Buy |
14,925
+375
| +3% | +$185K | 0.87% | 35 |
|
|
2023
Q2 | $6.96M | Sell |
14,550
-278
| -2% | -$136K | 0.75% | 41 |
|
|
2023
Q1 | $7M | Buy |
14,828
+365
| +3% | +$176K | 0.81% | 38 |
|
|
2022
Q4 | $7.67M | Sell |
14,463
-3,429
| -19% | -$1.82M | 0.92% | 33 |
|
|
2022
Q3 | $9.08M | Buy |
17,892
+321
| +2% | +$169K | 1.19% | 23 |
|
|
2022
Q2 | $9.05M | Sell |
17,571
-549
| -3% | -$276K | 1.11% | 22 |
|
|
2022
Q1 | $9.24M | Sell |
18,120
-1,564
| -8% | -$754K | 0.91% | 32 |
|
|
2021
Q4 | $9.93M | Buy |
19,684
+612
| +3% | +$277K | 0.98% | 31 |
|
|
2021
Q3 | $7.46M | Sell |
19,072
-135
| -0.7% | -$55.9K | 0.84% | 38 |
|
|
2021
Q2 | $7.68M | Sell |
19,207
-2,495
| -11% | -$995K | 0.87% | 36 |
|
|
2021
Q1 | $8.08M | Buy |
21,702
+1,488
| +7% | +$516K | 0.9% | 35 |
|
|
2020
Q4 | $7.09M | Buy |
20,214
+956
| +5% | +$320K | 0.85% | 36 |
|
|
2020
Q3 | $6M | Buy |
19,258
+1,459
| +8% | +$448K | 0.84% | 41 |
|
|
2020
Q2 | $5.26M | Buy |
17,799
+3,291
| +23% | +$943K | 0.8% | 46 |
|
|
2020
Q1 | $3.61M | Sell |
14,508
-3,728
| -20% | -$1.03M | 0.69% | 51 |
|
|
2019
Q4 | $5.36M | Buy |
18,236
+313
| +2% | +$81.9K | 0.76% | 43 |
|
|
2019
Q3 | $3.9M | Buy |
17,923
+296
| +2% | +$71.4K | 0.62% | 60 |
|
|
2019
Q2 | $4.3M | Buy |
17,627
+1,821
| +12% | +$438K | 0.7% | 51 |
|
|
2019
Q1 | $3.9M | Buy |
15,806
+24
| +0.2% | +$6.12K | 0.62% | 58 |
|
|
2018
Q4 | $3.91M | Buy |
15,782
+913
| +6% | +$241K | 0.7% | 45 |
|
|
2018
Q3 | $3.96M | Sell |
14,869
-2,640
| -15% | -$687K | 0.68% | 53 |
|
|
2018
Q2 | $4.29M | Sell |
17,509
-326
| -2% | -$78.3K | 1.02% | 41 |
|
|
2018
Q1 | $3.81M | Buy |
17,835
+2,823
| +19% | +$645K | 0.62% | 57 |
|
|
2017
Q4 | $3.31M | Buy |
15,012
+274
| +2% | +$58.1K | 0.57% | 65 |
|
|
2017
Q3 | $2.89M | Sell |
14,738
-1,081
| -7% | -$209K | 0.52% | 69 |
|
|
2017
Q2 | $2.93M | Buy |
15,819
+459
| +3% | +$80.5K | 0.53% | 66 |
|
|
2017
Q1 | $2.52M | Buy |
15,360
+659
| +4% | +$108K | 0.47% | 75 |
|
|
2016
Q4 | $2.35M | Buy |
14,701
+724
| +5% | +$108K | 0.46% | 77 |
|
|
2016
Q3 | $1.96M | Buy |
+13,977
| New | +$1.96M | 0.41% | 89 |
|
Other funds holding UNH
