PDS Planning’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
5,285
+480
| +10% | +$150K | 0.12% | 78 |
|
|
2025
Q1 | $2.52M | Buy |
4,805
+531
| +12% | +$278K | 0.21% | 61 |
|
|
2024
Q4 | $2.16M | Sell |
4,274
-161
| -4% | -$81.5K | 0.19% | 62 |
|
|
2024
Q3 | $2.59M | Sell |
4,435
-388
| -8% | -$227K | 0.23% | 56 |
|
|
2024
Q2 | $2.46M | Sell |
4,823
-136
| -3% | -$69.3K | 0.25% | 50 |
|
|
2024
Q1 | $2.45M | Buy |
4,959
+99
| +2% | +$49K | 0.26% | 48 |
|
|
2023
Q4 | $2.56M | Buy |
4,860
+22
| +0.5% | +$11.6K | 0.29% | 45 |
|
|
2023
Q3 | $2.44M | Buy |
4,838
+133
| +3% | +$67.1K | 0.32% | 46 |
|
|
2023
Q2 | $2.26M | Buy |
4,705
+391
| +9% | +$188K | 0.29% | 49 |
|
|
2023
Q1 | $2.04M | Buy |
4,314
+1,172
| +37% | +$554K | 0.28% | 49 |
|
|
2022
Q4 | $1.67M | Buy |
3,142
+62
| +2% | +$32.9K | 0.27% | 48 |
|
|
2022
Q3 | $1.56M | Buy |
3,080
+22
| +0.7% | +$11.1K | 0.28% | 47 |
|
|
2022
Q2 | $1.57M | Sell |
3,058
-78
| -2% | -$40.1K | 0.28% | 49 |
|
|
2022
Q1 | $1.6M | Buy |
3,136
+158
| +5% | +$80.6K | 0.28% | 49 |
|
|
2021
Q4 | $1.5M | Sell |
2,978
-13
| -0.4% | -$6.53K | 0.29% | 45 |
|
|
2021
Q3 | $1.17M | Buy |
2,991
+40
| +1% | +$15.6K | 0.27% | 47 |
|
|
2021
Q2 | $1.18M | Buy |
2,951
+213
| +8% | +$85.3K | 0.29% | 45 |
|
|
2021
Q1 | $1.02M | Buy |
2,738
+63
| +2% | +$23.4K | 0.3% | 46 |
|
|
2020
Q4 | $938K | Buy |
2,675
+65
| +2% | +$22.8K | 0.32% | 44 |
|
|
2020
Q3 | $814K | Buy |
2,610
+194
| +8% | +$60.5K | 0.33% | 45 |
|
|
2020
Q2 | $713K | Buy |
2,416
+468
| +24% | +$138K | 0.32% | 47 |
|
|
2020
Q1 | $486K | Buy |
1,948
+1,221
| +168% | +$305K | 0.31% | 48 |
|
|
2019
Q4 | $214K | Buy |
+727
| New | +$214K | 0.14% | 92 |
|