PBMares Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
800
-1
| -0.1% | -$312 | 0.05% | 163 |
|
|
2025
Q1 | $420K | Sell |
801
-1,074
| -57% | -$563K | 0.08% | 119 |
|
|
2024
Q4 | $949K | Sell |
1,875
-5
| -0.3% | -$2.53K | 0.19% | 73 |
|
|
2024
Q3 | $1.1M | Sell |
1,880
-8
| -0.4% | -$4.68K | 0.23% | 63 |
|
|
2024
Q2 | $961K | Buy |
1,888
+77
| +4% | +$39.2K | 0.24% | 68 |
|
|
2024
Q1 | $896K | Sell |
1,811
-340
| -16% | -$168K | 0.23% | 67 |
|
|
2023
Q4 | $1.13M | Buy |
2,151
+84
| +4% | +$44.2K | 0.34% | 49 |
|
|
2023
Q3 | $1.04M | Sell |
2,067
-100
| -5% | -$50.4K | 0.38% | 50 |
|
|
2023
Q2 | $1.04M | Hold |
2,167
| – | – | 0.37% | 49 |
|
|
2023
Q1 | $1.02M | Hold |
2,167
| – | – | 0.38% | 49 |
|
|
2022
Q4 | $1.15M | Sell |
2,167
-471
| -18% | -$250K | 0.46% | 41 |
|
|
2022
Q3 | $1.33M | Buy |
2,638
+278
| +12% | +$140K | 0.58% | 33 |
|
|
2022
Q2 | $1.21M | Sell |
2,360
-30
| -1% | -$15.4K | 0.52% | 36 |
|
|
2022
Q1 | $1.22M | Hold |
2,390
| – | – | 0.75% | 31 |
|
|
2021
Q4 | $1.2M | Hold |
2,390
| – | – | 0.51% | 40 |
|
|
2021
Q3 | $934K | Sell |
2,390
-30
| -1% | -$11.7K | 0.45% | 51 |
|
|
2021
Q2 | $969K | Hold |
2,420
| – | – | 0.53% | 45 |
|
|
2021
Q1 | $900K | Buy |
2,420
+398
| +20% | +$148K | 0.73% | 44 |
|
|
2020
Q4 | $709K | Buy |
2,022
+216
| +12% | +$75.7K | 0.82% | 44 |
|
|
2020
Q3 | $563K | Buy |
1,806
+1
| +0.1% | +$312 | 0.83% | 47 |
|
|
2020
Q2 | $533K | Hold |
1,805
| – | – | 0.8% | 47 |
|
|
2020
Q1 | $450K | Sell |
1,805
-50
| -3% | -$12.5K | 0.71% | 48 |
|
|
2019
Q4 | $545K | Buy |
+1,855
| New | +$545K | 0.65% | 49 |
|