Atwood & Palmer’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $171K | Hold |
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|
2025
Q2 | $155K | Sell |
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|
2025
Q1 | $291K | Sell |
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|
2024
Q4 | $392K | Buy |
|
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|
2024
Q3 | $447K | Hold |
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|
2024
Q2 | $390K | Sell |
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|
2024
Q1 | $408K | Buy |
|
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|
2023
Q4 | $417K | Sell |
|
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|
2023
Q3 | $438K | Hold |
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|
2023
Q2 | $417K | Buy |
|
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|
2023
Q1 | $259K | Hold |
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|
2022
Q4 | $291K | Hold |
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|
2022
Q3 | $277K | Hold |
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|
2022
Q2 | $282K | Buy |
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|
2022
Q1 | $266K | Sell |
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|
2021
Q4 | $277K | Buy |
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|
2021
Q3 | $206K | Buy |
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|
2021
Q2 | $199K | Hold |
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|
2021
Q1 | $185K | Hold |
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|
2020
Q4 | $174K | Hold |
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|
2020
Q3 | $155K | Hold |
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|
2020
Q2 | $147K | Hold |
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|
2020
Q1 | $124K | Buy |
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|
2019
Q4 | $120K | Hold |
|
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|
2019
Q3 | $89K | Sell |
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|
2019
Q2 | $127K | Sell |
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|
2019
Q1 | $190K | Hold |
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|
2018
Q4 | $191K | Buy |
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|
2018
Q3 | $99K | Hold |
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|
2018
Q2 | $92K | Buy |
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|
2018
Q1 | $27K | Hold |
|
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|
2017
Q4 | $28K | Hold |
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|
2017
Q3 | $24K | Hold |
|
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|
2017
Q2 | $23K | Hold |
|
|||||
|
2017
Q1 | $21K | Sell |
|
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|
2016
Q4 | $40K | Hold |
|
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|
2016
Q3 | $35K | Hold |
|
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|
2016
Q2 | $36K | Hold |
|
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|
2016
Q1 | $33K | Hold |
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|
2015
Q4 | $30K | Hold |
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|
2015
Q3 | $29K | Hold |
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|
2015
Q2 | $31K | Buy |
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|
2015
Q1 | $15K | Hold |
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|
2014
Q4 | $13K | Hold |
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|
2014
Q3 | $11K | Buy |
|