Pathstone Holdings’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.8M | Sell |
127,077
-12,858
| -9% | -$4.02M | 0.16% | 85 |
|
|
2025
Q1 | $73.3M | Sell |
139,935
-8,216
| -6% | -$4.3M | 0.32% | 55 |
|
|
2024
Q4 | $74.9M | Sell |
148,151
-5,335
| -3% | -$2.7M | 0.33% | 49 |
|
|
2024
Q3 | $89.7M | Buy |
153,486
+1,388
| +0.9% | +$811K | 0.4% | 38 |
|
|
2024
Q2 | $77.5M | Buy |
152,098
+2,374
| +2% | +$1.21M | 0.35% | 47 |
|
|
2024
Q1 | $74.1M | Buy |
149,724
+16,226
| +12% | +$8.03M | 0.35% | 45 |
|
|
2023
Q4 | $70.8M | Buy |
+133,498
| New | +$70.8M | 0.38% | 41 |
|