Pacific Center for Financial Services’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$107K	Sell	344 -41	-11%	-$12.8K	0.03%	131
2025 Q1	$202K	Sell	385 -10	-3%	-$5.24K	0.05%	94
2024 Q4	$200K	Sell	395 -50	-11%	-$25.3K	0.05%	90
2024 Q3	$260K	Hold	445	–	–	0.07%	71
2024 Q2	$227K	Hold	445	–	–	0.06%	76
2024 Q1	$220K	Hold	445	–	–	0.06%	81
2023 Q4	$234K	Sell	445 -2	-0.4%	-$1.05K	0.07%	71
2023 Q3	$225K	Buy	447 +285	+176%	+$144K	0.08%	71
2023 Q2	$77.9K	Hold	162	–	–	0.03%	139
2023 Q1	$76.6K	Buy	+162	New	+$76.6K	0.03%	140
2022 Q3	$82K	Sell	162 -8	-5%	-$4.05K	0.03%	124
2022 Q2	$87K	Buy	170 +59	+53%	+$30.2K	0.04%	122
2022 Q1	$57K	Hold	111	–	–	0.02%	151
2021 Q4	$56K	Hold	111	–	–	0.02%	157
2021 Q3	$43K	Hold	111	–	–	0.02%	167
2021 Q2	$44K	Hold	111	–	–	0.02%	159
2021 Q1	$41K	Hold	111	–	–	0.02%	160
2020 Q4	$39K	Hold	111	–	–	0.01%	160
2020 Q3	$35K	Hold	111	–	–	0.01%	139
2020 Q2	$33K	Hold	111	–	–	0.02%	141
2020 Q1	$28K	Hold	111	–	–	0.02%	136
2019 Q4	$33K	Hold	111	–	–	0.01%	145
2019 Q3	$24K	Hold	111	–	–	0.01%	166
2019 Q2	$27K	Hold	111	–	–	0.01%	154
2019 Q1	$27K	Hold	111	–	–	0.01%	145
2018 Q4	$28K	Hold	111	–	–	0.02%	135
2018 Q3	$30K	Hold	111	–	–	0.01%	143
2018 Q2	$27K	Hold	111	–	–	0.02%	138
2018 Q1	$24K	Hold	111	–	–	0.01%	141
2017 Q4	$24K	Hold	111	–	–	0.01%	140
2017 Q3	$22K	Hold	111	–	–	0.01%	142
2017 Q2	$21K	Hold	111	–	–	0.01%	145
2017 Q1	$18K	Hold	111	–	–	0.01%	147
2016 Q4	$18K	Buy	+111	New	+$18K	0.01%	152