First Personal Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $316K | Buy |
540
+10
| +2% | +$5.66K | 0.07% | 104 |
|
|
2024
Q2 | $270K | Hold |
530
| – | – | 0.06% | 107 |
|
|
2024
Q1 | $262K | Sell |
530
-66
| -11% | -$33.6K | 0.06% | 104 |
|
|
2023
Q4 | $314K | Sell |
596
-31
| -5% | -$16.5K | 0.08% | 98 |
|
|
2023
Q3 | $316K | Sell |
627
-46
| -7% | -$22.6K | 0.08% | 94 |
|
|
2023
Q2 | $323K | Sell |
673
-67
| -9% | -$32.8K | 0.08% | 94 |
|
|
2023
Q1 | $350K | Sell |
740
-116
| -14% | -$56K | 0.09% | 88 |
|
|
2022
Q4 | $454K | Sell |
856
-10
| -1% | -$5.3K | 0.12% | 78 |
|
|
2022
Q3 | $437K | Buy |
866
+161
| +23% | +$84.7K | 0.13% | 82 |
|
|
2022
Q2 | $362K | Hold |
705
| – | – | 0.1% | 84 |
|
|
2022
Q1 | $360K | Hold |
705
| – | – | 0.08% | 90 |
|
|
2021
Q4 | $354K | Hold |
705
| – | – | 0.08% | 99 |
|
|
2021
Q3 | $275K | Hold |
705
| – | – | 0.07% | 107 |
|
|
2021
Q2 | $282K | Buy |
705
+80
| +13% | +$31.9K | 0.07% | 107 |
|
|
2021
Q1 | $233K | Sell |
625
-42
| -6% | -$14.6K | 0.06% | 111 |
|
|
2020
Q4 | $234K | Buy |
667
+42
| +7% | +$14.1K | 0.07% | 108 |
|
|
2020
Q3 | $195K | Hold |
625
| – | – | 0.06% | 111 |
|
|
2020
Q2 | $184K | Hold |
625
| – | – | 0.06% | 113 |
|
|
2020
Q1 | $156K | Sell |
625
-47
| -7% | -$12.9K | 0.06% | 115 |
|
|
2019
Q4 | $198K | Sell |
672
-169
| -20% | -$44.2K | 0.06% | 118 |
|
|
2019
Q3 | $183K | Sell |
841
-4,383
| -84% | -$1.06M | 0.06% | 136 |
|
|
2019
Q2 | $1.27M | Sell |
5,224
-189
| -3% | -$45.5K | 0.36% | 61 |
|
|
2019
Q1 | $1.34M | Sell |
5,413
-102
| -2% | -$26K | 0.41% | 59 |
|
|
2018
Q4 | $1.37M | Sell |
5,515
-30
| -0.5% | -$7.92K | 0.47% | 55 |
|
|
2018
Q3 | $1.48M | Buy |
5,545
+202
| +4% | +$52.5K | 0.47% | 58 |
|
|
2018
Q2 | $1.31M | Sell |
5,343
-2,626
| -33% | -$631K | 0.44% | 58 |
|
|
2018
Q1 | $1.71M | Sell |
7,969
-576
| -7% | -$132K | 0.37% | 72 |
|
|
2017
Q4 | $1.88M | Buy |
8,545
+469
| +6% | +$99.4K | 0.37% | 72 |
|
|
2017
Q3 | $1.58M | Buy |
8,076
+3,389
| +72% | +$655K | 0.33% | 76 |
|
|
2017
Q2 | $869K | Buy |
4,687
+875
| +23% | +$153K | 0.19% | 107 |
|
|
2017
Q1 | $625K | Buy |
3,812
+541
| +17% | +$88.6K | 0.15% | 111 |
|
|
2016
Q4 | $523K | Buy |
3,271
+2,529
| +341% | +$378K | 0.14% | 120 |
|
|
2016
Q3 | $104K | Buy |
742
+200
| +37% | +$28K | 0.03% | 202 |
|
|
2016
Q2 | $77K | Buy |
542
+500
| +1,190% | +$66.7K | 0.03% | 218 |
|
|
2016
Q1 | $5K | Hold |
42
| – | – | ﹤0.01% | 286 |
|
|
2015
Q4 | $5K | Sell |
42
-35
| -45% | -$4.09K | ﹤0.01% | 341 |
|
|
2015
Q3 | $9K | Buy |
77
+35
| +83% | +$4.19K | 0.01% | 292 |
|
|
2015
Q2 | $6K | Hold |
42
| – | – | ﹤0.01% | 311 |
|
|
2015
Q1 | $5K | Hold |
42
| – | – | ﹤0.01% | 334 |
|
|
2014
Q4 | $4K | Buy |
+42
| New | +$3.98K | ﹤0.01% | 320 |
|
Other funds holding UNH
First Personal Financial Services's UNH Position: Q3 2024 in Review
First Personal Financial Services increased its UnitedHealth (UNH) stake by 1.9% in Q3 2024, buying an estimated $5.66K and bringing the position to 540 shares worth $316K. The position accounts for 0.07% of the portfolio, ranked #104.
First Personal Financial Services first reported a position in UNH in Q4 2014 and has held it in 40 quarters since. The position peaked at $1.88M in Q4 2017. 3,471 funds tracked by Wall St. Rank hold UNH as of Q3 2024.
- First Personal Financial Services held 540 shares of UnitedHealth worth $316K as of Q3 2024.
- First Personal Financial Services bought 10 UnitedHealth shares in Q3 2024, an estimated $5.66K.
- UnitedHealth made up 0.07% of First Personal Financial Services's portfolio in Q3 2024, its #104 holding.
- First Personal Financial Services first reported a position in UnitedHealth in Q4 2014 and has held it in 40 quarters since.
- First Personal Financial Services's UnitedHealth position peaked at $1.88M in Q4 2017.
- 3,471 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.