Pacific Capital Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
4,750
-9,000
| -65% | -$2.81M | 1.39% | 26 |
|
|
2025
Q1 | $7.2M | Sell |
13,750
-2,785
| -17% | -$1.46M | 4.55% | 6 |
|
|
2024
Q4 | $8.36M | Buy |
16,535
+2,500
| +18% | +$1.26M | 4.92% | 4 |
|
|
2024
Q3 | $8.21M | Buy |
14,035
+10,955
| +356% | +$6.41M | 4.81% | 3 |
|
|
2024
Q2 | $1.57M | Hold |
3,080
| – | – | 1.04% | 30 |
|
|
2024
Q1 | $1.52M | Hold |
3,080
| – | – | 1% | 30 |
|
|
2023
Q4 | $1.62M | Hold |
3,080
| – | – | 1.22% | 25 |
|
|
2023
Q3 | $1.55M | Buy |
+3,080
| New | +$1.55M | 0.94% | 28 |
|