BC
Burney Company’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.7M | Sell |
31,078
-6,493
| -17% | -$2.03M | 0.33% | 72 |
|
|
2025
Q1 | $19.7M | Sell |
37,571
-4,461
| -11% | -$2.34M | 0.72% | 33 |
|
|
2024
Q4 | $21.3M | Sell |
42,032
-923
| -2% | -$467K | 0.75% | 28 |
|
|
2024
Q3 | $25.1M | Sell |
42,955
-920
| -2% | -$538K | 0.89% | 22 |
|
|
2024
Q2 | $22.3M | Sell |
43,875
-1,869
| -4% | -$952K | 0.85% | 21 |
|
|
2024
Q1 | $22.6M | Sell |
45,744
-458
| -1% | -$227K | 0.86% | 20 |
|
|
2023
Q4 | $24.3M | Sell |
46,202
-506
| -1% | -$266K | 1.02% | 12 |
|
|
2023
Q3 | $23.5M | Sell |
46,708
-553
| -1% | -$279K | 1.1% | 12 |
|
|
2023
Q2 | $22.7M | Buy |
47,261
+254
| +0.5% | +$122K | 1.04% | 11 |
|
|
2023
Q1 | $22.2M | Sell |
47,007
-4,834
| -9% | -$2.28M | 1.09% | 9 |
|
|
2022
Q4 | $27.5M | Sell |
51,841
-5,962
| -10% | -$3.16M | 1.39% | 5 |
|
|
2022
Q3 | $29.2M | Sell |
57,803
-1,705
| -3% | -$861K | 1.61% | 5 |
|
|
2022
Q2 | $30.6M | Sell |
59,508
-2,691
| -4% | -$1.38M | 1.61% | 5 |
|
|
2022
Q1 | $31.7M | Sell |
62,199
-2,150
| -3% | -$1.1M | 1.46% | 5 |
|
|
2021
Q4 | $32.3M | Sell |
64,349
-1,336
| -2% | -$671K | 1.39% | 4 |
|
|
2021
Q3 | $25.7M | Sell |
65,685
-1,133
| -2% | -$443K | 1.2% | 6 |
|
|
2021
Q2 | $26.8M | Sell |
66,818
-1,875
| -3% | -$751K | 1.24% | 6 |
|
|
2021
Q1 | $25.6M | Sell |
68,693
-3,796
| -5% | -$1.41M | 1.26% | 6 |
|
|
2020
Q4 | $25.4M | Sell |
72,489
-4,415
| -6% | -$1.55M | 1.39% | 5 |
|
|
2020
Q3 | $24M | Sell |
76,904
-3,605
| -4% | -$1.12M | 1.49% | 4 |
|
|
2020
Q2 | $23.7M | Sell |
80,509
-22,802
| -22% | -$6.73M | 1.54% | 4 |
|
|
2020
Q1 | $25.8M | Sell |
103,311
-13,675
| -12% | -$3.41M | 1.98% | 3 |
|
|
2019
Q4 | $34.4M | Buy |
116,986
+923
| +0.8% | +$271K | 1.9% | 2 |
|
|
2019
Q3 | $25.2M | Sell |
116,063
-1,832
| -2% | -$398K | 1.51% | 6 |
|
|
2019
Q2 | $28.8M | Sell |
117,895
-146
| -0.1% | -$35.6K | 1.74% | 4 |
|
|
2019
Q1 | $29.2M | Sell |
118,041
-5,547
| -4% | -$1.37M | 1.81% | 2 |
|
|
2018
Q4 | $30.8M | Buy |
123,588
+433
| +0.4% | +$108K | 2.17% | 2 |
|
|
2018
Q3 | $32.8M | Sell |
123,155
-17,547
| -12% | -$4.67M | 1.95% | 3 |
|
|
2018
Q2 | $34.5M | Buy |
140,702
+12,994
| +10% | +$3.19M | 2.02% | 3 |
|
|
2018
Q1 | $27.3M | Sell |
127,708
-19,011
| -13% | -$4.07M | 1.69% | 4 |
|
|
2017
Q4 | $32.3M | Buy |
146,719
+11,898
| +9% | +$2.62M | 1.83% | 4 |
|
|
2017
Q3 | $26.4M | Sell |
134,821
-3,960
| -3% | -$777K | 1.72% | 4 |
|
|
2017
Q2 | $25.7M | Sell |
138,781
-4,952
| -3% | -$917K | 1.68% | 4 |
|
|
2017
Q1 | $23.6M | Sell |
143,733
-6,090
| -4% | -$999K | 1.55% | 6 |
|
|
2016
Q4 | $24M | Sell |
149,823
-6,636
| -4% | -$1.06M | 1.63% | 4 |
|
|
2016
Q3 | $22M | Sell |
156,459
-1,682
| -1% | -$236K | 1.55% | 6 |
|
|
2016
Q2 | $22.3M | Sell |
158,141
-3,429
| -2% | -$484K | 1.6% | 5 |
|
|
2016
Q1 | $20.8M | Sell |
161,570
-2,767
| -2% | -$357K | 1.52% | 5 |
|
|
2015
Q4 | $19.4M | Sell |
164,337
-2,032
| -1% | -$240K | 1.44% | 10 |
|
|
2015
Q3 | $19.3M | Sell |
166,369
-12,850
| -7% | -$1.49M | 1.49% | 6 |
|
|
2015
Q2 | $21.9M | Sell |
179,219
-5,188
| -3% | -$633K | 1.49% | 7 |
|
|
2015
Q1 | $21.8M | Buy |
184,407
+11,085
| +6% | +$1.31M | 1.49% | 7 |
|
|
2014
Q4 | $17.5M | Buy |
173,322
+1,370
| +0.8% | +$138K | 1.39% | 9 |
|
|
2014
Q3 | $14.8M | Sell |
171,952
-807
| -0.5% | -$69.6K | 1.27% | 12 |
|
|
2014
Q2 | $14.1M | Sell |
172,759
-2,866
| -2% | -$234K | 1.22% | 11 |
|
|
2014
Q1 | $14.4M | Buy |
175,625
+1,546
| +0.9% | +$127K | 1.31% | 8 |
|
|
2013
Q4 | $13.1M | Sell |
174,079
-3,184
| -2% | -$240K | 1.28% | 8 |
|
|
2013
Q3 | $12.7M | Buy |
177,263
+1,323
| +0.8% | +$94.7K | 1.42% | 4 |
|
|
2013
Q2 | $11.5M | Buy |
+175,940
| New | +$11.5M | 1.44% | 4 |
|