Parcion Private Wealth’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 | $847K | Buy |
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|
2025
Q2 | $406K | Buy |
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|
2025
Q1 | $628K | Buy |
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|
2024
Q4 | $588K | Hold |
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|
2024
Q3 | $679K | Sell |
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|
2024
Q2 | $764K | Buy |
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|
2024
Q1 | $605K | Sell |
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|
2023
Q4 | $682K | Buy |
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|
2023
Q3 | $532K | Buy |
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|
2023
Q2 | $310K | Hold |
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|
2023
Q1 | $305K | Buy |
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|
2022
Q4 | $332K | Hold |
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|
2022
Q3 | $316K | Sell |
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|
2022
Q2 | $331K | Sell |
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|
2022
Q1 | $378K | Sell |
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|
2021
Q4 | $384K | Sell |
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|
2021
Q3 | $369K | Buy |
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|
2021
Q2 | $302K | Sell |
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|
2021
Q1 | $284K | Sell |
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|
2020
Q4 | $270K | Sell |
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|
2020
Q3 | $449K | Sell |
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|
2020
Q2 | $454K | Buy |
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|
2020
Q1 | $316K | Buy |
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|
2019
Q4 | $337K | Buy |
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