Barnes Pettey Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-700
| Closed | -$367K | – | 113 |
|
|
2025
Q1 | $367K | Hold |
700
| – | – | 0.29% | 66 |
|
|
2024
Q4 | $354K | Hold |
700
| – | – | 0.27% | 65 |
|
|
2024
Q3 | $409K | Sell |
700
-35
| -5% | -$20.5K | 0.33% | 56 |
|
|
2024
Q2 | $374K | Hold |
735
| – | – | 0.32% | 55 |
|
|
2024
Q1 | $364K | Sell |
735
-3
| -0.4% | -$1.48K | 0.31% | 57 |
|
|
2023
Q4 | $389K | Buy |
738
+3
| +0.4% | +$1.58K | 0.32% | 61 |
|
|
2023
Q3 | $371K | Hold |
735
| – | – | 0.34% | 62 |
|
|
2023
Q2 | $353K | Hold |
735
| – | – | 0.31% | 62 |
|
|
2023
Q1 | $347K | Sell |
735
-8
| -1% | -$3.78K | 0.33% | 64 |
|
|
2022
Q4 | $394K | Sell |
743
-24
| -3% | -$12.7K | 0.41% | 58 |
|
|
2022
Q3 | $387K | Sell |
767
-6
| -0.8% | -$3.03K | 0.53% | 50 |
|
|
2022
Q2 | $397K | Buy |
773
+27
| +4% | +$13.9K | 0.51% | 55 |
|
|
2022
Q1 | $380K | Hold |
746
| – | – | 0.46% | 56 |
|
|
2021
Q4 | $375K | Buy |
+746
| New | +$375K | 0.43% | 55 |
|