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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $678K | Buy |
2,507
+125
| +5% | +$37.2K | 0.04% | 192 |
|
|
2025
Q4 | $786K | Sell |
2,382
-70
| -3% | -$23.7K | 0.05% | 175 |
|
|
2025
Q3 | $847K | Buy |
2,452
+1,149
| +88% | +$348K | 0.05% | 144 |
|
|
2025
Q2 | $406K | Buy |
1,303
+104
| +9% | +$39.7K | 0.03% | 191 |
|
|
2025
Q1 | $628K | Buy |
1,199
+37
| +3% | +$18.9K | 0.05% | 151 |
|
|
2024
Q4 | $588K | Hold |
1,162
| – | – | 0.04% | 149 |
|
|
2024
Q3 | $679K | Sell |
1,162
-338
| -23% | -$191K | 0.06% | 135 |
|
|
2024
Q2 | $764K | Buy |
1,500
+277
| +23% | +$136K | 0.07% | 121 |
|
|
2024
Q1 | $605K | Sell |
1,223
-72
| -6% | -$36.6K | 0.05% | 128 |
|
|
2023
Q4 | $682K | Buy |
1,295
+239
| +23% | +$127K | 0.06% | 123 |
|
|
2023
Q3 | $532K | Buy |
1,056
+410
| +63% | +$202K | 0.06% | 132 |
|
|
2023
Q2 | $310K | Hold |
646
| – | – | 0.03% | 155 |
|
|
2023
Q1 | $305K | Buy |
646
+20
| +3% | +$9.65K | 0.03% | 160 |
|
|
2022
Q4 | $332K | Hold |
626
| – | – | 0.04% | 156 |
|
|
2022
Q3 | $316K | Sell |
626
-9
| -1% | -$4.73K | 0.04% | 173 |
|
|
2022
Q2 | $331K | Sell |
635
-69
| -10% | -$34.7K | 0.03% | 184 |
|
|
2022
Q1 | $378K | Sell |
704
-107
| -13% | -$51.6K | 0.04% | 158 |
|
|
2021
Q4 | $384K | Sell |
811
-61
| -7% | -$27.6K | 0.03% | 154 |
|
|
2021
Q3 | $369K | Buy |
872
+119
| +16% | +$49.3K | 0.03% | 160 |
|
|
2021
Q2 | $302K | Sell |
753
-10
| -1% | -$3.99K | 0.03% | 164 |
|
|
2021
Q1 | $284K | Sell |
763
-6
| -0.8% | -$2.08K | 0.03% | 168 |
|
|
2020
Q4 | $270K | Sell |
769
-670
| -47% | -$225K | 0.04% | 162 |
|
|
2020
Q3 | $449K | Sell |
1,439
-60
| -4% | -$18.4K | 0.07% | 134 |
|
|
2020
Q2 | $454K | Buy |
1,499
+233
| +18% | +$66.8K | 0.08% | 134 |
|
|
2020
Q1 | $316K | Buy |
1,266
+119
| +10% | +$32.7K | 0.09% | 130 |
|
|
2019
Q4 | $337K | Buy |
+1,147
| New | +$300K | 0.07% | 147 |
|
Other funds holding UNH
VCM
VPM
