Patriot Financial Group Insurance Agency’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.27M | Sell |
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|
2025
Q2 | $1.66M | Buy |
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|
2025
Q1 | $1.95M | Buy |
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|
2024
Q4 | $1.78M | Buy |
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|
2024
Q3 | $2M | Sell |
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|
2024
Q2 | $1.78M | Buy |
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|
2024
Q1 | $1.6M | Buy |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.06M | Buy |
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|
2023
Q1 | $979K | Buy |
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|
2022
Q4 | $984K | Sell |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $983K | Buy |
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|
2021
Q2 | $900K | Buy |
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|
2021
Q1 | $773K | Buy |
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|
2020
Q4 | $618K | Buy |
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|
2020
Q3 | $357K | Buy |
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|
2020
Q2 | $312K | Buy |
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|
2020
Q1 | $230K | Buy |
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|
2019
Q4 | $176K | Buy |
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|
2019
Q3 | $100K | Buy |
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|
2019
Q2 | $87K | Buy |
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|
2019
Q1 | $47K | Buy |
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|
2018
Q4 | $7K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $191K | Buy |
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|
2017
Q4 | $194K | Buy |
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|
2017
Q3 | $168K | Hold |
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|
2017
Q2 | $160K | Buy |
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|
2017
Q1 | $106K | Buy |
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|
2016
Q4 | $6K | Buy |
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