Palisades Hudson Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $361K | Sell |
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|
2025
Q2 | $337K | Hold |
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|
2025
Q1 | $565K | Hold |
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|
2024
Q4 | $546K | Hold |
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|
2024
Q3 | $630K | Hold |
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|
2024
Q2 | $549K | Hold |
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|
2024
Q1 | $533K | Hold |
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|
2023
Q4 | $567K | Hold |
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|
2023
Q3 | $544K | Hold |
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|
2023
Q2 | $518K | Hold |
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|
2023
Q1 | $510K | Sell |
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|
2022
Q4 | $578K | Buy |
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|
2022
Q3 | $550K | Sell |
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|
2022
Q2 | $585K | Buy |
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|
2022
Q1 | $550K | Hold |
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|
2021
Q4 | $542K | Buy |
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|
2021
Q3 | $413K | Hold |
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|
2021
Q2 | $423K | Hold |
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|
2021
Q1 | $393K | Sell |
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|
2020
Q4 | $473K | Hold |
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|
2020
Q3 | $421K | Hold |
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|
2020
Q2 | $398K | Hold |
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|
2020
Q1 | $337K | Hold |
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|
2019
Q4 | $397K | Hold |
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|
2019
Q3 | $293K | Hold |
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|
2019
Q2 | $329K | Hold |
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|
2019
Q1 | $334K | Sell |
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|
2018
Q4 | $483K | Hold |
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|
2018
Q3 | $516K | Hold |
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|
2018
Q2 | $476K | Buy |
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|
2018
Q1 | $409K | Hold |
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|
2017
Q4 | $422K | Hold |
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|
2017
Q3 | $374K | Hold |
|
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|
2017
Q2 | $355K | Hold |
|
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|
2017
Q1 | $314K | Hold |
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|
2016
Q4 | $306K | Hold |
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|
2016
Q3 | $268K | Hold |
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|
2016
Q2 | $270K | Hold |
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|
2016
Q1 | $246K | Hold |
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|
2015
Q4 | $225K | Hold |
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|
2015
Q3 | $222K | Hold |
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|
2015
Q2 | $233K | Hold |
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|
2015
Q1 | $226K | Buy |
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