Allegheny Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $571K | Buy |
2,109
+1,404
| +199% | +$418K | 0.08% | 143 |
|
|
2025
Q4 | $233K | Buy |
705
+8
| +1% | +$2.71K | 0.03% | 249 |
|
|
2025
Q3 | $241K | Sell |
697
-183
| -21% | -$55.3K | 0.05% | 226 |
|
|
2025
Q2 | $275K | Sell |
880
-98
| -10% | -$37.5K | 0.06% | 195 |
|
|
2025
Q1 | $512K | Sell |
978
-31
| -3% | -$15.8K | 0.13% | 125 |
|
|
2024
Q4 | $510K | Sell |
1,009
-20
| -2% | -$11.4K | 0.13% | 124 |
|
|
2024
Q3 | $601K | Buy |
1,029
+6
| +0.6% | +$3.39K | 0.15% | 128 |
|
|
2024
Q2 | $521K | Buy |
1,023
+197
| +24% | +$96.6K | 0.15% | 130 |
|
|
2024
Q1 | $409K | Sell |
826
-456
| -36% | -$232K | 0.13% | 135 |
|
|
2023
Q4 | $675K | Buy |
1,282
+448
| +54% | +$239K | 0.22% | 94 |
|
|
2023
Q3 | $420K | Buy |
834
+3
| +0.4% | +$1.48K | 0.16% | 118 |
|
|
2023
Q2 | $400K | Sell |
831
-127
| -13% | -$62.1K | 0.19% | 109 |
|
|
2023
Q1 | $453K | Buy |
958
+1
| +0.1% | +$483 | 0.18% | 107 |
|
|
2022
Q4 | $507K | Sell |
957
-41
| -4% | -$21.7K | 0.21% | 96 |
|
|
2022
Q3 | $504K | Buy |
998
+1
| +0.1% | +$526 | 0.24% | 78 |
|
|
2022
Q2 | $512K | Buy |
997
+2
| +0.2% | +$1K | 0.24% | 79 |
|
|
2022
Q1 | $507K | Hold |
995
| – | – | 0.21% | 80 |
|
|
2021
Q4 | $500K | Buy |
995
+1
| +0.1% | +$453 | 0.2% | 79 |
|
|
2021
Q3 | $388K | Sell |
994
-23
| -2% | -$9.53K | 0.18% | 84 |
|
|
2021
Q2 | $407K | Buy |
+1,017
| New | +$406K | 0.18% | 84 |
|
|
2021
Q1 | – | Sell |
-1,019
| Closed | -$357K | – | 127 |
|
|
2020
Q4 | $357K | Buy |
+1,019
| New | +$342K | 0.19% | 79 |
|
Other funds holding UNH
VCM
VPM
