Pathway Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,087
| Closed | -$569K | – | 174 |
|
|
2025
Q1 | $569K | Hold |
1,087
| – | – | 0.1% | 86 |
|
|
2024
Q4 | $550K | Sell |
1,087
-5
| -0.5% | -$2.53K | 0.13% | 84 |
|
|
2024
Q3 | $638K | Sell |
1,092
-239
| -18% | -$140K | 0.16% | 71 |
|
|
2024
Q2 | $678K | Buy |
1,331
+45
| +3% | +$22.9K | 0.18% | 66 |
|
|
2024
Q1 | $636K | Hold |
1,286
| – | – | 0.17% | 69 |
|
|
2023
Q4 | $677K | Hold |
1,286
| – | – | 0.2% | 63 |
|
|
2023
Q3 | $648K | Buy |
1,286
+200
| +18% | +$101K | 0.22% | 52 |
|
|
2023
Q2 | $522K | Hold |
1,086
| – | – | 0.17% | 64 |
|
|
2023
Q1 | $513K | Hold |
1,086
| – | – | 0.17% | 63 |
|
|
2022
Q4 | $576K | Hold |
1,086
| – | – | 0.18% | 59 |
|
|
2022
Q3 | $548K | Hold |
1,086
| – | – | 0.19% | 57 |
|
|
2022
Q2 | $558K | Hold |
1,086
| – | – | 0.23% | 57 |
|
|
2022
Q1 | $554K | Hold |
1,086
| – | – | 0.21% | 59 |
|
|
2021
Q4 | $513K | Buy |
+1,086
| New | +$513K | 0.18% | 63 |
|
|
2021
Q1 | $479K | Hold |
1,171
| – | – | 0.19% | 62 |
|
|
2020
Q4 | $389K | Hold |
1,171
| – | – | 0.16% | 66 |
|
|
2020
Q3 | $367K | Hold |
1,171
| – | – | 0.14% | 60 |
|
|
2020
Q2 | $345K | Hold |
1,171
| – | – | 0.1% | 62 |
|
|
2020
Q1 | $269K | Hold |
1,171
| – | – | 0.09% | 67 |
|
|
2019
Q4 | $352K | Hold |
1,171
| – | – | 0.1% | 74 |
|
|
2019
Q3 | $301K | Sell |
1,171
-17
| -1% | -$4.37K | 0.09% | 73 |
|
|
2019
Q2 | $290K | Buy |
1,188
+17
| +1% | +$4.15K | 0.09% | 74 |
|
|
2019
Q1 | $290K | Hold |
1,171
| – | – | 0.09% | 76 |
|
|
2018
Q4 | $292K | Hold |
1,171
| – | – | 0.16% | 72 |
|
|
2018
Q3 | $285K | Hold |
1,171
| – | – | 0.16% | 74 |
|
|
2018
Q2 | $287K | Hold |
1,171
| – | – | 0.17% | 66 |
|
|
2018
Q1 | $251K | Sell |
1,171
-8
| -0.7% | -$1.72K | 0.15% | 71 |
|
|
2017
Q4 | $260K | Buy |
+1,179
| New | +$260K | 0.15% | 71 |
|