PAS
Park Avenue Securities’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-32,862
| Closed | -$17.2M | – | 1573 |
|
|
2025
Q1 | $17.2M | Buy |
32,862
+828
| +3% | +$434K | 0.21% | 71 |
|
|
2024
Q4 | $16.2M | Buy |
32,034
+1,412
| +5% | +$714K | 0.17% | 95 |
|
|
2024
Q3 | $17.9M | Sell |
30,622
-2,981
| -9% | -$1.74M | 0.2% | 72 |
|
|
2024
Q2 | $17.1M | Sell |
33,603
-1,034
| -3% | -$527K | 0.21% | 72 |
|
|
2024
Q1 | $17.1M | Sell |
34,637
-1,980
| -5% | -$980K | 0.22% | 70 |
|
|
2023
Q4 | $19.3M | Buy |
36,617
+20
| +0.1% | +$10.5K | 0.27% | 53 |
|
|
2023
Q3 | $18.5M | Sell |
36,597
-1,652
| -4% | -$833K | 0.29% | 46 |
|
|
2023
Q2 | $18.4M | Sell |
38,249
-2,205
| -5% | -$1.06M | 0.29% | 45 |
|
|
2023
Q1 | $19.1M | Buy |
40,454
+1,093
| +3% | +$517K | 0.33% | 37 |
|
|
2022
Q4 | $20.9M | Buy |
39,361
+1,696
| +5% | +$899K | 0.37% | 35 |
|
|
2022
Q3 | $19M | Buy |
37,665
+2,283
| +6% | +$1.15M | 0.38% | 36 |
|
|
2022
Q2 | $18.2M | Buy |
35,382
+3,067
| +9% | +$1.58M | 0.35% | 37 |
|
|
2022
Q1 | $16.5M | Buy |
32,315
+789
| +3% | +$402K | 0.29% | 39 |
|
|
2021
Q4 | $15.8M | Buy |
31,526
+2,013
| +7% | +$1.01M | 0.28% | 42 |
|
|
2021
Q3 | $11.5M | Buy |
29,513
+1,920
| +7% | +$750K | 0.23% | 53 |
|
|
2021
Q2 | $11M | Buy |
27,593
+1,627
| +6% | +$651K | 0.23% | 48 |
|
|
2021
Q1 | $9.66M | Buy |
25,966
+2,721
| +12% | +$1.01M | 0.23% | 48 |
|
|
2020
Q4 | $8.15M | Buy |
23,245
+2,540
| +12% | +$891K | 0.23% | 47 |
|
|
2020
Q3 | $6.46M | Buy |
20,705
+1,240
| +6% | +$387K | 0.22% | 48 |
|
|
2020
Q2 | $5.74M | Buy |
19,465
+2,584
| +15% | +$762K | 0.22% | 46 |
|
|
2020
Q1 | $4.21M | Buy |
16,881
+887
| +6% | +$221K | 0.36% | 25 |
|
|
2019
Q4 | $4.7M | Sell |
15,994
-18
| -0.1% | -$5.29K | 0.19% | 48 |
|
|
2019
Q3 | $3.48M | Sell |
16,012
-256
| -2% | -$55.6K | 0.16% | 52 |
|
|
2019
Q2 | $3.97M | Buy |
16,268
+1,383
| +9% | +$338K | 0.44% | 20 |
|
|
2019
Q1 | $3.66M | Buy |
14,885
+3,266
| +28% | +$802K | 0.2% | 41 |
|
|
2018
Q4 | $2.88M | Buy |
11,619
+1,786
| +18% | +$442K | 0.44% | 21 |
|
|
2018
Q3 | $2.65M | Buy |
9,833
+978
| +11% | +$263K | 0.42% | 20 |
|
|
2018
Q2 | $2.19M | Buy |
8,855
+835
| +10% | +$207K | 0.39% | 21 |
|
|
2018
Q1 | $1.74M | Buy |
8,020
+997
| +14% | +$217K | 0.39% | 21 |
|
|
2017
Q4 | $1.55M | Buy |
7,023
+720
| +11% | +$159K | 0.4% | 20 |
|
|
2017
Q3 | $1.24M | Buy |
6,303
+468
| +8% | +$92.4K | 0.38% | 15 |
|
|
2017
Q2 | $1.09M | Buy |
+5,835
| New | +$1.09M | 0.12% | 43 |
|
|
2017
Q1 | – | Sell |
-3,869
| Closed | -$625K | – | 70 |
|
|
2016
Q4 | $625K | Sell |
3,869
-11
| -0.3% | -$1.78K | 0.31% | 16 |
|
|
2016
Q3 | $537K | Buy |
3,880
+416
| +12% | +$57.6K | 0.32% | 15 |
|
|
2016
Q2 | $488K | Buy |
3,464
+1,241
| +56% | +$175K | 0.08% | 46 |
|
|
2016
Q1 | $289K | Buy |
2,223
+161
| +8% | +$20.9K | 0.05% | 55 |
|
|
2015
Q4 | $243K | Buy |
+2,062
| New | +$243K | 0.05% | 52 |
|