Pathway Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $569K | Hold |
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|
2024
Q4 | $550K | Sell |
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|
2024
Q3 | $638K | Sell |
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|
2024
Q2 | $678K | Buy |
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|
2024
Q1 | $636K | Hold |
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|
2023
Q4 | $677K | Hold |
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|
2023
Q3 | $648K | Buy |
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|
2023
Q2 | $522K | Hold |
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|
2023
Q1 | $513K | Hold |
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|
2022
Q4 | $576K | Hold |
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|
2022
Q3 | $548K | Hold |
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|
2022
Q2 | $558K | Hold |
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|
2022
Q1 | $554K | Hold |
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|
2021
Q4 | $513K | Buy |
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|
2021
Q1 | $479K | Hold |
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|
2020
Q4 | $389K | Hold |
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|
2020
Q3 | $367K | Hold |
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|
2020
Q2 | $345K | Hold |
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|
2020
Q1 | $269K | Hold |
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|
2019
Q4 | $352K | Hold |
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|
2019
Q3 | $301K | Sell |
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|
2019
Q2 | $290K | Buy |
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|
2019
Q1 | $290K | Hold |
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|
2018
Q4 | $292K | Hold |
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|
2018
Q3 | $285K | Hold |
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|
2018
Q2 | $287K | Hold |
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|
2018
Q1 | $251K | Sell |
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|
2017
Q4 | $260K | Buy |
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