Fulton Breakefield Broenniman’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Sell |
54,835
-2,791
| -5% | -$871K | 1.16% | 25 |
|
|
2025
Q1 | $30.2M | Sell |
57,626
-1,821
| -3% | -$954K | 2.18% | 15 |
|
|
2024
Q4 | $30.1M | Sell |
59,447
-770
| -1% | -$390K | 2.15% | 14 |
|
|
2024
Q3 | $35.2M | Sell |
60,217
-2,170
| -3% | -$1.27M | 2.46% | 12 |
|
|
2024
Q2 | $31.8M | Sell |
62,387
-1,249
| -2% | -$636K | 2.35% | 12 |
|
|
2024
Q1 | $31.5M | Sell |
63,636
-646
| -1% | -$320K | 2.42% | 12 |
|
|
2023
Q4 | $33.8M | Buy |
64,282
+112
| +0.2% | +$59K | 2.72% | 8 |
|
|
2023
Q3 | $32.4M | Sell |
64,170
-3
| -0% | -$1.51K | 2.81% | 7 |
|
|
2023
Q2 | $30.8M | Buy |
64,173
+4,701
| +8% | +$2.26M | 2.55% | 6 |
|
|
2023
Q1 | $28.1M | Buy |
59,472
+1,592
| +3% | +$752K | 2.41% | 7 |
|
|
2022
Q4 | $30.7M | Sell |
57,880
-10,594
| -15% | -$5.62M | 2.72% | 6 |
|
|
2022
Q3 | $34.6M | Sell |
68,474
-1,278
| -2% | -$645K | 3.25% | 4 |
|
|
2022
Q2 | $35.8M | Sell |
69,752
-975
| -1% | -$501K | 3.1% | 4 |
|
|
2022
Q1 | $36.1M | Buy |
70,727
+165
| +0.2% | +$84.1K | 3.17% | 4 |
|
|
2021
Q4 | $35.4M | Buy |
70,562
+289
| +0.4% | +$145K | 2.62% | 7 |
|
|
2021
Q3 | $27.5M | Sell |
70,273
-534
| -0.8% | -$209K | 2.35% | 9 |
|
|
2021
Q2 | $28.4M | Buy |
70,807
+431
| +0.6% | +$173K | 2.43% | 9 |
|
|
2021
Q1 | $26.2M | Buy |
70,376
+10,191
| +17% | +$3.79M | 2.42% | 7 |
|
|
2020
Q4 | $21.1M | Sell |
60,185
-9,951
| -14% | -$3.49M | 2.53% | 6 |
|
|
2020
Q3 | $21.9M | Sell |
70,136
-579
| -0.8% | -$181K | 2.46% | 7 |
|
|
2020
Q2 | $20.9M | Buy |
70,715
+940
| +1% | +$277K | 2.53% | 5 |
|
|
2020
Q1 | $17.4M | Buy |
69,775
+661
| +1% | +$165K | 2.6% | 6 |
|
|
2019
Q4 | $20.3M | Buy |
69,114
+592
| +0.9% | +$174K | 2.37% | 4 |
|
|
2019
Q3 | $14.9M | Buy |
68,522
+2,215
| +3% | +$481K | 1.89% | 16 |
|
|
2019
Q2 | $16.2M | Buy |
66,307
+1,070
| +2% | +$261K | 2.56% | 7 |
|
|
2019
Q1 | $16.1M | Buy |
65,237
+1,167
| +2% | +$289K | 2.62% | 4 |
|
|
2018
Q4 | $16M | Buy |
64,070
+55
| +0.1% | +$13.7K | 2.82% | 2 |
|
|
2018
Q3 | $17M | Sell |
64,015
-3,474
| -5% | -$924K | 2.65% | 2 |
|
|
2018
Q2 | $16.6M | Buy |
67,489
+542
| +0.8% | +$133K | 2.65% | 2 |
|
|
2018
Q1 | $14.3M | Sell |
66,947
-833
| -1% | -$178K | 2.48% | 5 |
|
|
2017
Q4 | $14.9M | Sell |
67,780
-477
| -0.7% | -$105K | 2.51% | 2 |
|
|
2017
Q3 | $13.4M | Sell |
68,257
-397
| -0.6% | -$77.8K | 2.33% | 3 |
|
|
2017
Q2 | $12.7M | Sell |
68,654
-220
| -0.3% | -$40.8K | 2.27% | 4 |
|
|
2017
Q1 | $11.3M | Sell |
68,874
-336
| -0.5% | -$55.1K | 2.1% | 9 |
|
|
2016
Q4 | $11.1M | Sell |
69,210
-2,153
| -3% | -$345K | 2.19% | 6 |
|
|
2016
Q3 | $9.99M | Buy |
71,363
+494
| +0.7% | +$69.2K | 2.03% | 10 |
|
|
2016
Q2 | $10M | Buy |
70,869
+1,440
| +2% | +$203K | 2.04% | 10 |
|
|
2016
Q1 | $8.95M | Sell |
69,429
-1,901
| -3% | -$245K | 1.96% | 12 |
|
|
2015
Q4 | $8.39M | Buy |
71,330
+2,149
| +3% | +$253K | 1.86% | 15 |
|
|
2015
Q3 | $8.03M | Buy |
69,181
+20,059
| +41% | +$2.33M | 1.89% | 12 |
|
|
2015
Q2 | $5.99M | Buy |
+49,122
| New | +$5.99M | 1.31% | 34 |
|