PAM
Palisade Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4M | Buy |
74,929
+6,388
| +9% | +$1.99M | 2.33% | 9 |
|
|
2025
Q1 | $35.9M | Buy |
68,541
+1,856
| +3% | +$972K | 3.69% | 3 |
|
|
2024
Q4 | $33.7M | Buy |
66,685
+1,432
| +2% | +$724K | 3.42% | 3 |
|
|
2024
Q3 | $38.2M | Sell |
65,253
-521
| -0.8% | -$305K | 3.74% | 3 |
|
|
2024
Q2 | $33.5M | Buy |
65,774
+2,089
| +3% | +$1.06M | 3.46% | 3 |
|
|
2024
Q1 | $31.5M | Buy |
63,685
+11,256
| +21% | +$5.57M | 3.07% | 3 |
|
|
2023
Q4 | $27.6M | Buy |
52,429
+17
| +0% | +$8.95K | 3.03% | 3 |
|
|
2023
Q3 | $26.4M | Buy |
52,412
+9,518
| +22% | +$4.8M | 3.21% | 3 |
|
|
2023
Q2 | $20.6M | Buy |
42,894
+7,242
| +20% | +$3.48M | 2.39% | 7 |
|
|
2023
Q1 | $16.8M | Sell |
35,652
-19,934
| -36% | -$9.42M | 2.06% | 11 |
|
|
2022
Q4 | $29.5M | Buy |
55,586
+19,630
| +55% | +$10.4M | 3.38% | 3 |
|
|
2022
Q3 | $18.2M | Sell |
35,956
-407
| -1% | -$206K | 2.49% | 6 |
|
|
2022
Q2 | $18.7M | Buy |
36,363
+85
| +0.2% | +$43.7K | 2.4% | 7 |
|
|
2022
Q1 | $18.5M | Sell |
36,278
-205
| -0.6% | -$105K | 2.12% | 9 |
|
|
2021
Q4 | $18.3M | Sell |
36,483
-64
| -0.2% | -$32.1K | 2.05% | 9 |
|
|
2021
Q3 | $14.3M | Buy |
36,547
+15
| +0% | +$5.86K | 1.74% | 13 |
|
|
2021
Q2 | $14.6M | Sell |
36,532
-345
| -0.9% | -$138K | 1.72% | 13 |
|
|
2021
Q1 | $13.7M | Buy |
36,877
+186
| +0.5% | +$69.2K | 1.77% | 14 |
|
|
2020
Q4 | $12.9M | Buy |
36,691
+627
| +2% | +$220K | 1.75% | 15 |
|
|
2020
Q3 | $11.2M | Sell |
36,064
-182
| -0.5% | -$56.7K | 1.69% | 15 |
|
|
2020
Q2 | $10.7M | Buy |
36,246
+11,627
| +47% | +$3.43M | 1.7% | 14 |
|
|
2020
Q1 | $6.14M | Sell |
24,619
-11,013
| -31% | -$2.75M | 1.12% | 31 |
|
|
2019
Q4 | $10.5M | Sell |
35,632
-41,998
| -54% | -$12.3M | 1.53% | 20 |
|
|
2019
Q3 | $16.9M | Sell |
77,630
-330
| -0.4% | -$71.7K | 2.57% | 6 |
|
|
2019
Q2 | $19M | Buy |
77,960
+15
| +0% | +$3.66K | 2.95% | 3 |
|
|
2019
Q1 | $19.3M | Sell |
77,945
-530
| -0.7% | -$131K | 3.05% | 2 |
|
|
2018
Q4 | $19.6M | Sell |
78,475
-1,370
| -2% | -$341K | 2.87% | 3 |
|
|
2018
Q3 | $21.2M | Buy |
79,845
+10,302
| +15% | +$2.74M | 2.81% | 3 |
|
|
2018
Q2 | $17.1M | Buy |
69,543
+99
| +0.1% | +$24.3K | 2.47% | 5 |
|
|
2018
Q1 | $14.9M | Sell |
69,444
-515
| -0.7% | -$110K | 2.25% | 9 |
|
|
2017
Q4 | $15.4M | Buy |
69,959
+11,777
| +20% | +$2.6M | 2.44% | 8 |
|
|
2017
Q3 | $11.4M | Buy |
58,182
+3,160
| +6% | +$619K | 2.07% | 19 |
|
|
2017
Q2 | $10.2M | Buy |
55,022
+4,908
| +10% | +$910K | 2% | 22 |
|
|
2017
Q1 | $8.22M | Sell |
50,114
-145
| -0.3% | -$23.8K | 1.51% | 28 |
|
|
2016
Q4 | $8.04M | Buy |
50,259
+1,188
| +2% | +$190K | 1.54% | 28 |
|
|
2016
Q3 | $6.87M | Sell |
49,071
-200
| -0.4% | -$28K | 1.28% | 30 |
|
|
2016
Q2 | $6.96M | Sell |
49,271
-2,205
| -4% | -$311K | 1.32% | 29 |
|
|
2016
Q1 | $6.64M | Buy |
51,476
+3,765
| +8% | +$485K | 1.28% | 29 |
|
|
2015
Q4 | $5.61M | Buy |
47,711
+8,700
| +22% | +$1.02M | 1.2% | 31 |
|
|
2015
Q3 | $4.53M | Sell |
39,011
-1,440
| -4% | -$167K | 1.01% | 35 |
|
|
2015
Q2 | $4.94M | Sell |
40,451
-725
| -2% | -$88.5K | 0.98% | 33 |
|
|
2015
Q1 | $4.87M | Sell |
41,176
-48,250
| -54% | -$5.71M | 0.96% | 32 |
|
|
2014
Q4 | $9.04M | Sell |
89,426
-547
| -0.6% | -$55.3K | 1.78% | 22 |
|
|
2014
Q3 | $7.76M | Buy |
89,973
+2,805
| +3% | +$242K | 1.59% | 29 |
|
|
2014
Q2 | $7.13M | Sell |
87,168
-60
| -0.1% | -$4.91K | 1.5% | 29 |
|
|
2014
Q1 | $7.15M | Hold |
87,228
| – | – | 1.57% | 29 |
|
|
2013
Q4 | $6.57M | Buy |
87,228
+675
| +0.8% | +$50.8K | 1.49% | 32 |
|
|
2013
Q3 | $6.2M | Sell |
86,553
-9,095
| -10% | -$651K | 1.58% | 25 |
|
|
2013
Q2 | $6.26M | Buy |
+95,648
| New | +$6.26M | 1.58% | 26 |
|