BSW
Buckingham Strategic Wealth’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $12.8M | Buy |
25,088
+50
| +0.2% | +$25.5K | 0.13% | 81 |
|
|
2024
Q1 | $12.4M | Sell |
25,038
-1,044
| -4% | -$516K | 0.13% | 87 |
|
|
2023
Q4 | $13.7M | Sell |
26,082
-1,232
| -5% | -$649K | 0.16% | 78 |
|
|
2023
Q3 | $13.8M | Buy |
27,314
+753
| +3% | +$380K | 0.2% | 63 |
|
|
2023
Q2 | $12.8M | Buy |
26,561
+5,344
| +25% | +$2.57M | 0.18% | 66 |
|
|
2023
Q1 | $11.2M | Hold |
21,217
| – | – | 0.2% | 63 |
|
|
2022
Q4 | $11.2M | Sell |
21,217
-146
| -0.7% | -$77.4K | 0.2% | 63 |
|
|
2022
Q3 | $10.8M | Buy |
21,363
+792
| +4% | +$400K | 0.22% | 55 |
|
|
2022
Q2 | $10.6M | Buy |
20,571
+2,255
| +12% | +$1.16M | 0.21% | 59 |
|
|
2022
Q1 | $9.34M | Buy |
18,316
+1,396
| +8% | +$712K | 0.18% | 65 |
|
|
2021
Q4 | $8.5M | Sell |
16,920
-814
| -5% | -$409K | 0.16% | 74 |
|
|
2021
Q3 | $6.93M | Buy |
17,734
+1,638
| +10% | +$640K | 0.14% | 84 |
|
|
2021
Q2 | $6.45M | Sell |
16,096
-1,100
| -6% | -$440K | 0.16% | 83 |
|
|
2021
Q1 | $6.4M | Sell |
17,196
-176
| -1% | -$65.5K | 0.32% | 68 |
|
|
2020
Q4 | $6.09M | Buy |
17,372
+2,880
| +20% | +$1.01M | 0.32% | 67 |
|
|
2020
Q3 | $4.52M | Buy |
14,492
+990
| +7% | +$309K | 0.35% | 63 |
|
|
2020
Q2 | $3.98M | Sell |
13,502
-3,258
| -19% | -$961K | 0.38% | 60 |
|
|
2020
Q1 | $4.18M | Sell |
16,760
-2,582
| -13% | -$644K | 0.4% | 56 |
|
|
2019
Q4 | $5.69M | Buy |
19,342
+130
| +0.7% | +$38.2K | 0.55% | 44 |
|
|
2019
Q3 | $4.18M | Sell |
19,212
-1,856
| -9% | -$403K | 0.45% | 53 |
|
|
2019
Q2 | $5.14M | Buy |
21,068
+3,009
| +17% | +$734K | 0.56% | 38 |
|
|
2019
Q1 | $4.47M | Buy |
18,059
+1,441
| +9% | +$356K | 0.56% | 43 |
|
|
2018
Q4 | $4.14M | Sell |
16,618
-1,278
| -7% | -$318K | 0.63% | 34 |
|
|
2018
Q3 | $4.76M | Buy |
17,896
+2,894
| +19% | +$770K | 0.73% | 30 |
|
|
2018
Q2 | $3.68M | Buy |
15,002
+670
| +5% | +$164K | 0.6% | 39 |
|
|
2018
Q1 | $3.07M | Buy |
14,332
+3,369
| +31% | +$721K | 0.6% | 38 |
|
|
2017
Q4 | $2.42M | Buy |
10,963
+354
| +3% | +$78K | 0.5% | 45 |
|
|
2017
Q3 | $2.08M | Buy |
10,609
+140
| +1% | +$27.4K | 0.49% | 43 |
|
|
2017
Q2 | $1.94M | Buy |
10,469
+135
| +1% | +$25K | 0.46% | 52 |
|
|
2017
Q1 | $1.7M | Buy |
10,334
+962
| +10% | +$158K | 0.49% | 45 |
|
|
2016
Q4 | $1.5M | Sell |
9,372
-811
| -8% | -$130K | 0.48% | 49 |
|
|
2016
Q3 | $1.43M | Sell |
10,183
-465
| -4% | -$65.1K | 0.48% | 44 |
|
|
2016
Q2 | $1.5M | Sell |
10,648
-272
| -2% | -$38.4K | 0.51% | 41 |
|
|
2016
Q1 | $1.41M | Buy |
10,920
+484
| +5% | +$62.4K | 0.47% | 43 |
|
|
2015
Q4 | $1.23M | Sell |
10,436
-44
| -0.4% | -$5.18K | 0.41% | 42 |
|
|
2015
Q3 | $1.22M | Buy |
10,480
+100
| +1% | +$11.6K | 0.43% | 42 |
|
|
2015
Q2 | $1.27M | Buy |
10,380
+194
| +2% | +$23.7K | 0.42% | 44 |
|
|
2015
Q1 | $1.21M | Buy |
10,186
+72
| +0.7% | +$8.52K | 0.45% | 42 |
|
|
2014
Q4 | $1.02M | Sell |
10,114
-168
| -2% | -$17K | 0.4% | 50 |
|
|
2014
Q3 | $887K | Sell |
10,282
-2,008
| -16% | -$173K | 0.37% | 49 |
|
|
2014
Q2 | $1.01M | Sell |
12,290
-1,413
| -10% | -$116K | 0.44% | 49 |
|
|
2014
Q1 | $1.12M | Buy |
13,703
+390
| +3% | +$32K | 0.52% | 43 |
|
|
2013
Q4 | $1M | Sell |
13,313
-80
| -0.6% | -$6.02K | 0.47% | 45 |
|
|
2013
Q3 | $959K | Buy |
13,393
+69
| +0.5% | +$4.94K | 0.51% | 40 |
|
|
2013
Q2 | $872K | Buy |
+13,324
| New | +$872K | 0.49% | 38 |
|