Peachtree Investment Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,047
| Closed | -$1.07M | – | 133 |
|
|
2025
Q1 | $1.07M | Sell |
2,047
-41
| -2% | -$21.5K | 0.42% | 30 |
|
|
2024
Q4 | $1.06M | Sell |
2,088
-106
| -5% | -$53.6K | 0.4% | 31 |
|
|
2024
Q3 | $1.28M | Sell |
2,194
-110
| -5% | -$64.3K | 0.48% | 28 |
|
|
2024
Q2 | $1.17M | Sell |
2,304
-8
| -0.3% | -$4.08K | 0.46% | 31 |
|
|
2024
Q1 | $1.14M | Sell |
2,312
-4,056
| -64% | -$2.01M | 0.46% | 30 |
|
|
2023
Q4 | $3.35M | Buy |
6,368
+371
| +6% | +$195K | 1.38% | 18 |
|
|
2023
Q3 | $3.02M | Sell |
5,997
-403
| -6% | -$203K | 1.54% | 16 |
|
|
2023
Q2 | $3.08M | Sell |
6,400
-780
| -11% | -$375K | 1.4% | 16 |
|
|
2023
Q1 | $3.39M | Sell |
7,180
-946
| -12% | -$447K | 2.12% | 13 |
|
|
2022
Q4 | $4.31M | Sell |
8,126
-379
| -4% | -$201K | 2.63% | 13 |
|
|
2022
Q3 | $4.3M | Buy |
8,505
+860
| +11% | +$434K | 2.89% | 10 |
|
|
2022
Q2 | $3.93M | Sell |
7,645
-592
| -7% | -$304K | 2.45% | 10 |
|
|
2022
Q1 | $4.2M | Buy |
8,237
+3,019
| +58% | +$1.54M | 1.93% | 12 |
|
|
2021
Q4 | $2.62M | Buy |
5,218
+845
| +19% | +$424K | 1.1% | 22 |
|
|
2021
Q3 | $1.71M | Sell |
4,373
-67
| -2% | -$26.2K | 0.84% | 26 |
|
|
2021
Q2 | $1.78M | Buy |
4,440
+293
| +7% | +$117K | 0.87% | 26 |
|
|
2021
Q1 | $1.54M | Buy |
4,147
+31
| +0.8% | +$11.5K | 0.89% | 25 |
|
|
2020
Q4 | $1.44M | Buy |
4,116
+665
| +19% | +$233K | 0.84% | 25 |
|
|
2020
Q3 | $1.08M | Buy |
3,451
+515
| +18% | +$161K | 0.74% | 28 |
|
|
2020
Q2 | $866K | Buy |
2,936
+1,031
| +54% | +$304K | 0.71% | 25 |
|
|
2020
Q1 | $475K | Sell |
1,905
-197
| -9% | -$49.1K | 0.48% | 32 |
|
|
2019
Q4 | $618K | Buy |
2,102
+477
| +29% | +$140K | 0.43% | 39 |
|
|
2019
Q3 | $353K | Sell |
1,625
-12,587
| -89% | -$2.73M | 0.28% | 51 |
|
|
2019
Q2 | $3.47M | Sell |
14,212
-13,250
| -48% | -$3.23M | 2.73% | 12 |
|
|
2019
Q1 | $6.79M | Buy |
27,462
+118
| +0.4% | +$29.2K | 5.73% | 4 |
|
|
2018
Q4 | $6.81M | Buy |
+27,344
| New | +$6.81M | 7.73% | 3 |
|