Mitchell & Pahl Private Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
9,249
+338
| +4% | +$105K | 1.27% | 19 |
|
|
2025
Q1 | $4.67M | Buy |
8,911
+85
| +1% | +$44.5K | 2.18% | 3 |
|
|
2024
Q4 | $4.46M | Buy |
8,826
+39
| +0.4% | +$19.7K | 2.09% | 4 |
|
|
2024
Q3 | $5.14M | Buy |
8,787
+564
| +7% | +$330K | 2.39% | 3 |
|
|
2024
Q2 | $4.19M | Buy |
8,223
+10
| +0.1% | +$5.09K | 2.21% | 4 |
|
|
2024
Q1 | $4.06M | Sell |
8,213
-5
| -0.1% | -$2.47K | 2.13% | 3 |
|
|
2023
Q4 | $4.33M | Sell |
8,218
-181
| -2% | -$95.3K | 2.46% | 3 |
|
|
2023
Q3 | $4.23M | Buy |
8,399
+160
| +2% | +$80.7K | 2.51% | 3 |
|
|
2023
Q2 | $3.96M | Buy |
8,239
+20
| +0.2% | +$9.61K | 2.39% | 3 |
|
|
2023
Q1 | $3.88M | Buy |
8,219
+71
| +0.9% | +$33.6K | 2.43% | 3 |
|
|
2022
Q4 | $4.32M | Sell |
8,148
-97
| -1% | -$51.4K | 2.84% | 2 |
|
|
2022
Q3 | $4.16M | Sell |
8,245
-13
| -0.2% | -$6.57K | 3.08% | 2 |
|
|
2022
Q2 | $4.24M | Buy |
8,258
+60
| +0.7% | +$30.8K | 2.95% | 2 |
|
|
2022
Q1 | $4.18M | Buy |
8,198
+81
| +1% | +$41.3K | 2.66% | 3 |
|
|
2021
Q4 | $4.08M | Buy |
8,117
+59
| +0.7% | +$29.6K | 2.61% | 3 |
|
|
2021
Q3 | $3.15M | Sell |
8,058
-18
| -0.2% | -$7.03K | 2.27% | 4 |
|
|
2021
Q2 | $3.23M | Buy |
8,076
+73
| +0.9% | +$29.2K | 2.31% | 4 |
|
|
2021
Q1 | $2.98M | Buy |
8,003
+143
| +2% | +$53.2K | 2.31% | 4 |
|
|
2020
Q4 | $2.76M | Buy |
+7,860
| New | +$2.76M | 2.32% | 4 |
|