Mitchell McLeod Pugh & Williams’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 | $1.75M | Hold |
6,457
| – | – | 0.26% | 80 |
|
|
2025
Q4 | $1.79M | Sell |
6,457
-280
| -4% | -$94.9K | 0.26% | 80 |
|
|
2025
Q3 | $2.48M | Sell |
6,737
-2
| -0% | -$605 | 0.4% | 50 |
|
|
2025
Q2 | $2.1M | Buy |
6,739
+366
| +6% | +$140K | 0.39% | 54 |
|
|
2025
Q1 | $3.34M | Buy |
6,373
+66
| +1% | +$33.7K | 0.69% | 28 |
|
|
2024
Q4 | $3.19M | Sell |
6,307
-2,346
| -27% | -$1.33M | 0.67% | 29 |
|
|
2024
Q3 | $5.06M | Buy |
8,653
+23
| +0.3% | +$13K | 1.06% | 20 |
|
|
2024
Q2 | $4.4M | Buy |
8,630
+49
| +0.6% | +$24K | 1% | 20 |
|
|
2024
Q1 | $4.24M | Sell |
8,581
-2
| -0% | -$1.02K | 1.02% | 21 |
|
|
2023
Q4 | $4.52M | Sell |
8,583
-152
| -2% | -$81.1K | 1.2% | 18 |
|
|
2023
Q3 | $4.4M | Buy |
8,735
+129
| +1% | +$63.5K | 1.3% | 13 |
|
|
2023
Q2 | $4.14M | Sell |
8,606
-19
| -0.2% | -$9.29K | 1.2% | 15 |
|
|
2023
Q1 | $4.08M | Sell |
8,625
-72
| -0.8% | -$34.7K | 1.27% | 13 |
|
|
2022
Q4 | $4.61M | Sell |
8,697
-599
| -6% | -$317K | 1.56% | 11 |
|
|
2022
Q3 | $4.7M | Sell |
9,296
-5
| -0.1% | -$2.63K | 1.81% | 8 |
|
|
2022
Q2 | $4.78M | Sell |
9,301
-195
| -2% | -$97.9K | 1.85% | 7 |
|
|
2022
Q1 | $4.84M | Sell |
9,496
-40
| -0.4% | -$19.3K | 1.62% | 8 |
|
|
2021
Q4 | $4.79M | Sell |
9,536
-459
| -5% | -$208K | 1.58% | 10 |
|
|
2021
Q3 | $3.9M | Buy |
9,995
+206
| +2% | +$85.3K | 1.45% | 14 |
|
|
2021
Q2 | $3.92M | Sell |
9,789
-305
| -3% | -$122K | 1.51% | 13 |
|
|
2021
Q1 | $3.76M | Sell |
10,094
-234
| -2% | -$81.1K | 1.57% | 10 |
|
|
2020
Q4 | $3.62M | Sell |
10,328
-56
| -0.5% | -$18.8K | 1.66% | 9 |
|
|
2020
Q3 | $3.24M | Buy |
10,384
+125
| +1% | +$38.4K | 1.66% | 8 |
|
|
2020
Q2 | $3.03M | Buy |
10,259
+1,020
| +11% | +$292K | 1.72% | 8 |
|
|
2020
Q1 | $2.3M | Sell |
9,239
-116
| -1% | -$31.9K | 1.78% | 8 |
|
|
2019
Q4 | $2.75M | Hold |
9,355
| – | – | 1.73% | 6 |
|
|
2019
Q3 | $2.03M | Buy |
9,355
+80
| +0.9% | +$19.3K | 1.38% | 12 |
|
|
2019
Q2 | $2.26M | Sell |
9,275
-347
| -4% | -$83.5K | 1.55% | 8 |
|
|
2019
Q1 | $2.38M | Buy |
9,622
+40
| +0.4% | +$10.2K | 1.66% | 8 |
|
|
2018
Q4 | $2.39M | Sell |
9,582
-217
| -2% | -$57.3K | 1.92% | 4 |
|
|
2018
Q3 | $2.61M | Sell |
9,799
-533
| -5% | -$139K | 1.76% | 4 |
|
|
2018
Q2 | $2.54M | Sell |
10,332
-26
| -0.3% | -$6.24K | 1.79% | 6 |
|
|
2018
Q1 | $2.22M | Sell |
10,358
-180
| -2% | -$41.1K | 1.59% | 7 |
|
|
2017
Q4 | $2.32M | Sell |
10,538
-520
| -5% | -$110K | 1.61% | 7 |
|
|
2017
Q3 | $2.17M | Sell |
11,058
-80
| -0.7% | -$15.5K | 1.6% | 6 |
|
|
2017
Q2 | $2.06M | Sell |
11,138
-305
| -3% | -$53.5K | 1.57% | 6 |
|
|
2017
Q1 | $1.88M | Sell |
11,443
-687
| -6% | -$113K | 1.47% | 8 |
|
|
2016
Q4 | $1.94M | Buy |
12,130
+700
| +6% | +$105K | 1.57% | 8 |
|
|
2016
Q3 | $1.6M | Hold |
11,430
| – | – | 1.4% | 12 |
|
|
2016
Q2 | $1.61M | Sell |
11,430
-130
| -1% | -$17.3K | 1.46% | 12 |
|
|
2016
Q1 | $1.49M | Sell |
11,560
-80
| -0.7% | -$9.46K | 1.44% | 10 |
|
|
2015
Q4 | $1.37M | Hold |
11,640
| – | – | 1.36% | 12 |
|
|
2015
Q3 | $1.35M | Hold |
11,640
| – | – | 1.39% | 14 |
|
|
2015
Q2 | $1.42M | Sell |
11,640
-370
| -3% | -$43.8K | 1.31% | 13 |
|
|
2015
Q1 | $1.42M | Sell |
12,010
-150
| -1% | -$16.7K | 1.3% | 14 |
|
|
2014
Q4 | $1.23M | Buy |
+12,160
| New | +$1.15M | 1.14% | 21 |
|
Other funds holding UNH
VCM
VPM
