PG
Patten Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
4,613
-1,015
| -18% | -$317K | 0.3% | 99 |
|
|
2025
Q1 | $2.95M | Sell |
5,628
-333
| -6% | -$174K | 0.68% | 33 |
|
|
2024
Q4 | $3.02M | Buy |
5,961
+282
| +5% | +$143K | 0.67% | 38 |
|
|
2024
Q3 | $3.32M | Buy |
5,679
+139
| +3% | +$81.3K | 0.74% | 30 |
|
|
2024
Q2 | $2.82M | Sell |
5,540
-2
| -0% | -$1.02K | 0.67% | 38 |
|
|
2024
Q1 | $2.74M | Sell |
5,542
-195
| -3% | -$96.5K | 0.67% | 40 |
|
|
2023
Q4 | $3.02M | Sell |
5,737
-241
| -4% | -$127K | 0.82% | 32 |
|
|
2023
Q3 | $3.01M | Sell |
5,978
-242
| -4% | -$122K | 0.9% | 23 |
|
|
2023
Q2 | $2.99M | Sell |
6,220
-153
| -2% | -$73.5K | 0.44% | 27 |
|
|
2023
Q1 | $3.01M | Sell |
6,373
-16
| -0.3% | -$7.56K | 0.9% | 25 |
|
|
2022
Q4 | $3.39M | Sell |
6,389
-317
| -5% | -$168K | 1.06% | 19 |
|
|
2022
Q3 | $3.39M | Sell |
6,706
-158
| -2% | -$79.8K | 1.16% | 13 |
|
|
2022
Q2 | $3.53M | Sell |
6,864
-69
| -1% | -$35.5K | 1.13% | 16 |
|
|
2022
Q1 | $3.54M | Buy |
6,933
+6
| +0.1% | +$3.06K | 0.99% | 18 |
|
|
2021
Q4 | $3.48M | Buy |
6,927
+445
| +7% | +$223K | 0.92% | 19 |
|
|
2021
Q3 | $2.53M | Sell |
6,482
-50
| -0.8% | -$19.5K | 0.74% | 32 |
|
|
2021
Q2 | $2.62M | Buy |
6,532
+162
| +3% | +$64.9K | 0.77% | 30 |
|
|
2021
Q1 | $2.37M | Buy |
6,370
+102
| +2% | +$38K | 0.76% | 33 |
|
|
2020
Q4 | $2.2M | Buy |
6,268
+38
| +0.6% | +$13.3K | 0.59% | 37 |
|
|
2020
Q3 | $1.94M | Sell |
6,230
-12
| -0.2% | -$3.74K | 0.76% | 32 |
|
|
2020
Q2 | $1.84M | Sell |
6,242
-12
| -0.2% | -$3.54K | 0.79% | 32 |
|
|
2020
Q1 | $1.56M | Sell |
6,254
-1,030
| -14% | -$257K | 0.81% | 32 |
|
|
2019
Q4 | $2.14M | Buy |
7,284
+393
| +6% | +$116K | 0.8% | 37 |
|
|
2019
Q3 | $1.5M | Sell |
6,891
-358
| -5% | -$77.8K | 0.61% | 48 |
|
|
2019
Q2 | $1.77M | Sell |
7,249
-20
| -0.3% | -$4.88K | 0.72% | 41 |
|
|
2019
Q1 | $1.8M | Buy |
7,269
+233
| +3% | +$57.6K | 0.77% | 39 |
|
|
2018
Q4 | $1.75M | Buy |
7,036
+1,427
| +25% | +$356K | 0.83% | 32 |
|
|
2018
Q3 | $1.49M | Buy |
5,609
+3,678
| +190% | +$978K | 0.57% | 47 |
|
|
2018
Q2 | $474K | Buy |
1,931
+1,094
| +131% | +$269K | 0.19% | 120 |
|
|
2018
Q1 | $179K | Buy |
837
+450
| +116% | +$96.2K | 0.07% | 192 |
|
|
2017
Q4 | $85K | Hold |
387
| – | – | 0.03% | 275 |
|
|
2017
Q3 | $76K | Hold |
387
| – | – | 0.03% | 287 |
|
|
2017
Q2 | $75K | Sell |
387
-163
| -30% | -$31.6K | 0.03% | 285 |
|
|
2017
Q1 | $91K | Hold |
550
| – | – | 0.04% | 255 |
|
|
2016
Q4 | $90K | Sell |
550
-450
| -45% | -$73.6K | 0.04% | 254 |
|
|
2016
Q3 | $134K | Hold |
1,000
| – | – | 0.06% | 211 |
|
|
2016
Q2 | $141K | Sell |
1,000
-500
| -33% | -$70.6K | 0.07% | 199 |
|
|
2016
Q1 | $193K | Hold |
1,500
| – | – | 0.09% | 164 |
|
|
2015
Q4 | $176K | Hold |
1,500
| – | – | 0.08% | 173 |
|
|
2015
Q3 | $174K | Hold |
1,500
| – | – | 0.09% | 172 |
|
|
2015
Q2 | $183K | Buy |
+1,500
| New | +$183K | 0.09% | 177 |
|