Patton Albertson Miller Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $902K | Buy |
2,890
+45
| +2% | +$14K | 0.12% | 123 |
|
|
2025
Q1 | $1.49M | Sell |
2,845
-36
| -1% | -$18.9K | 0.22% | 97 |
|
|
2024
Q4 | $1.46M | Sell |
2,881
-25
| -0.9% | -$12.6K | 0.2% | 97 |
|
|
2024
Q3 | $1.7M | Sell |
2,906
-8
| -0.3% | -$4.68K | 0.23% | 90 |
|
|
2024
Q2 | $1.48M | Sell |
2,914
-5
| -0.2% | -$2.55K | 0.21% | 91 |
|
|
2024
Q1 | $1.44M | Sell |
2,919
-122
| -4% | -$60.4K | 0.22% | 96 |
|
|
2023
Q4 | $1.6M | Buy |
3,041
+150
| +5% | +$79K | 0.27% | 91 |
|
|
2023
Q3 | $1.46M | Buy |
2,891
+1
| +0% | +$504 | 0.29% | 96 |
|
|
2023
Q2 | $1.39M | Sell |
2,890
-24
| -0.8% | -$11.5K | 0.27% | 98 |
|
|
2023
Q1 | $1.38M | Sell |
2,914
-10
| -0.3% | -$4.73K | 0.25% | 103 |
|
|
2022
Q4 | $1.55M | Sell |
2,924
-17
| -0.6% | -$9.01K | 0.28% | 93 |
|
|
2022
Q3 | $1.49M | Sell |
2,941
-42
| -1% | -$21.2K | 0.32% | 89 |
|
|
2022
Q2 | $1.53M | Sell |
2,983
-10
| -0.3% | -$5.14K | 0.31% | 97 |
|
|
2022
Q1 | $1.53M | Buy |
2,993
+140
| +5% | +$71.4K | 0.26% | 105 |
|
|
2021
Q4 | $1.43M | Buy |
2,853
+149
| +6% | +$74.8K | 0.23% | 113 |
|
|
2021
Q3 | $1.06M | Buy |
+2,704
| New | +$1.06M | 0.2% | 123 |
|
|
2018
Q4 | – | Sell |
-226
| Closed | -$58K | – | 262 |
|
|
2018
Q3 | $58K | Buy |
+226
| New | +$58K | 0.03% | 168 |
|