PP
Patten & Patten’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Buy |
51,901
+10,893
| +27% | +$3.4M | 1.05% | 23 |
|
|
2025
Q1 | $21.5M | Buy |
41,008
+731
| +2% | +$383K | 1.44% | 13 |
|
|
2024
Q4 | $20.4M | Buy |
40,277
+870
| +2% | +$440K | 1.35% | 14 |
|
|
2024
Q3 | $23M | Sell |
39,407
-709
| -2% | -$415K | 1.53% | 13 |
|
|
2024
Q2 | $20.4M | Buy |
40,116
+366
| +0.9% | +$186K | 1.43% | 14 |
|
|
2024
Q1 | $19.7M | Buy |
39,750
+497
| +1% | +$246K | 1.4% | 15 |
|
|
2023
Q4 | $20.7M | Sell |
39,253
-1,222
| -3% | -$643K | 1.7% | 11 |
|
|
2023
Q3 | $20.4M | Buy |
40,475
+4,555
| +13% | +$2.3M | 1.79% | 11 |
|
|
2023
Q2 | $17.3M | Sell |
35,920
-295
| -0.8% | -$142K | 1.43% | 15 |
|
|
2023
Q1 | $17.1M | Sell |
36,215
-386
| -1% | -$182K | 1.51% | 14 |
|
|
2022
Q4 | $19.4M | Sell |
36,601
-1,358
| -4% | -$720K | 1.76% | 11 |
|
|
2022
Q3 | $19.2M | Sell |
37,959
-677
| -2% | -$342K | 1.82% | 10 |
|
|
2022
Q2 | $19.8M | Sell |
38,636
-1,121
| -3% | -$576K | 1.74% | 10 |
|
|
2022
Q1 | $20.3M | Sell |
39,757
-469
| -1% | -$239K | 1.48% | 14 |
|
|
2021
Q4 | $20.2M | Sell |
40,226
-490
| -1% | -$246K | 1.4% | 15 |
|
|
2021
Q3 | $15.9M | Sell |
40,716
-502
| -1% | -$196K | 1.21% | 19 |
|
|
2021
Q2 | $16.5M | Sell |
41,218
-1,671
| -4% | -$669K | 1.26% | 18 |
|
|
2021
Q1 | $16M | Buy |
42,889
+212
| +0.5% | +$78.9K | 1.31% | 18 |
|
|
2020
Q4 | $15M | Sell |
42,677
-126
| -0.3% | -$44.2K | 1.3% | 18 |
|
|
2020
Q3 | $13.3M | Sell |
42,803
-664
| -2% | -$207K | 1.33% | 19 |
|
|
2020
Q2 | $12.8M | Sell |
43,467
-160
| -0.4% | -$47.2K | 1.4% | 17 |
|
|
2020
Q1 | $10.9M | Sell |
43,627
-2,996
| -6% | -$747K | 1.43% | 20 |
|
|
2019
Q4 | $13.7M | Sell |
46,623
-435
| -0.9% | -$128K | 1.38% | 19 |
|
|
2019
Q3 | $10.2M | Sell |
47,058
-1,027
| -2% | -$223K | 1.12% | 30 |
|
|
2019
Q2 | $11.7M | Sell |
48,085
-1,758
| -4% | -$429K | 1.27% | 22 |
|
|
2019
Q1 | $12.3M | Buy |
49,843
+4,898
| +11% | +$1.21M | 1.35% | 20 |
|
|
2018
Q4 | $11.2M | Buy |
44,945
+1,116
| +3% | +$278K | 1.37% | 20 |
|
|
2018
Q3 | $11.7M | Buy |
43,829
+12,401
| +39% | +$3.3M | 1.15% | 27 |
|
|
2018
Q2 | $7.71M | Buy |
31,428
+4,271
| +16% | +$1.05M | 0.79% | 43 |
|
|
2018
Q1 | $5.81M | Buy |
27,157
+7,050
| +35% | +$1.51M | 0.59% | 52 |
|
|
2017
Q4 | $4.43M | Buy |
20,107
+9,828
| +96% | +$2.17M | 0.44% | 65 |
|
|
2017
Q3 | $2.01M | Buy |
10,279
+251
| +3% | +$49.2K | 0.21% | 96 |
|
|
2017
Q2 | $1.86M | Buy |
10,028
+2,903
| +41% | +$538K | 0.21% | 97 |
|
|
2017
Q1 | $1.17M | Buy |
7,125
+885
| +14% | +$145K | 0.13% | 117 |
|
|
2016
Q4 | $999K | Sell |
6,240
-60
| -1% | -$9.61K | 0.12% | 116 |
|
|
2016
Q3 | $882K | Buy |
6,300
+1,410
| +29% | +$197K | 0.11% | 120 |
|
|
2016
Q2 | $690K | Sell |
4,890
-115
| -2% | -$16.2K | 0.1% | 137 |
|
|
2016
Q1 | $645K | Hold |
5,005
| – | – | 0.09% | 135 |
|
|
2015
Q4 | $589K | Sell |
5,005
-162
| -3% | -$19.1K | 0.08% | 139 |
|
|
2015
Q3 | $599K | Hold |
5,167
| – | – | 0.09% | 137 |
|
|
2015
Q2 | $630K | Sell |
5,167
-58
| -1% | -$7.07K | 0.09% | 138 |
|
|
2015
Q1 | $618K | Buy |
+5,225
| New | +$618K | 0.09% | 146 |
|
|
2014
Q2 | – | Sell |
-3,070
| Closed | -$252K | – | 248 |
|
|
2014
Q1 | $252K | Sell |
3,070
-165
| -5% | -$13.5K | 0.03% | 233 |
|
|
2013
Q4 | $244K | Hold |
3,235
| – | – | 0.03% | 227 |
|
|
2013
Q3 | $232K | Buy |
+3,235
| New | +$232K | 0.04% | 223 |
|