APG
Abacus Planning Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Sell |
1,850
-483
| -21% | -$151K | 0.09% | 112 |
|
|
2025
Q1 | $1.22M | Sell |
2,333
-116
| -5% | -$60.8K | 0.21% | 64 |
|
|
2024
Q4 | $1.24M | Sell |
2,449
-86
| -3% | -$43.5K | 0.22% | 65 |
|
|
2024
Q3 | $1.48M | Buy |
2,535
+497
| +24% | +$291K | 0.26% | 56 |
|
|
2024
Q2 | $1.04M | Buy |
2,038
+260
| +15% | +$132K | 0.2% | 69 |
|
|
2024
Q1 | $880K | Sell |
1,778
-221
| -11% | -$109K | 0.17% | 80 |
|
|
2023
Q4 | $1.05M | Buy |
1,999
+29
| +1% | +$15.3K | 0.22% | 65 |
|
|
2023
Q3 | $993K | Buy |
1,970
+47
| +2% | +$23.7K | 0.24% | 64 |
|
|
2023
Q2 | $924K | Buy |
1,923
+6
| +0.3% | +$2.88K | 0.22% | 68 |
|
|
2023
Q1 | $906K | Buy |
1,917
+57
| +3% | +$26.9K | 0.23% | 69 |
|
|
2022
Q4 | $986K | Sell |
1,860
-32
| -2% | -$17K | 0.27% | 58 |
|
|
2022
Q3 | $956K | Buy |
1,892
+18
| +1% | +$9.1K | 0.29% | 59 |
|
|
2022
Q2 | $963K | Hold |
1,874
| – | – | 0.28% | 59 |
|
|
2022
Q1 | $956K | Hold |
1,874
| – | – | 0.26% | 72 |
|
|
2021
Q4 | $941K | Buy |
1,874
+384
| +26% | +$193K | 0.25% | 78 |
|
|
2021
Q3 | $582K | Buy |
1,490
+51
| +4% | +$19.9K | 0.19% | 91 |
|
|
2021
Q2 | $576K | Sell |
1,439
-532
| -27% | -$213K | 0.18% | 93 |
|
|
2021
Q1 | $733K | Buy |
1,971
+40
| +2% | +$14.9K | 0.23% | 78 |
|
|
2020
Q4 | $677K | Hold |
1,931
| – | – | 0.21% | 80 |
|
|
2020
Q3 | $602K | Hold |
1,931
| – | – | 0.22% | 80 |
|
|
2020
Q2 | $570K | Sell |
1,931
-2
| -0.1% | -$590 | 0.23% | 76 |
|
|
2020
Q1 | $482K | Buy |
1,933
+899
| +87% | +$224K | 0.24% | 76 |
|
|
2019
Q4 | $304K | Sell |
1,034
-6
| -0.6% | -$1.76K | 0.14% | 123 |
|
|
2019
Q3 | $226K | Buy |
1,040
+6
| +0.6% | +$1.3K | 0.11% | 145 |
|
|
2019
Q2 | $252K | Sell |
1,034
-150
| -13% | -$36.6K | 0.15% | 128 |
|
|
2019
Q1 | $293K | Hold |
1,184
| – | – | 0.18% | 110 |
|
|
2018
Q4 | $295K | Hold |
1,184
| – | – | 0.22% | 102 |
|
|
2018
Q3 | $314K | Buy |
+1,184
| New | +$314K | 0.21% | 104 |
|