Peddock Capital Advisors’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 |
-500
| Closed | -$262K | – | 163 |
|
|
2025
Q1 | $262K | Sell |
500
-24
| -5% | -$12.6K | 0.07% | 140 |
|
|
2024
Q4 | $265K | Hold |
524
| – | – | 0.06% | 139 |
|
|
2024
Q3 | $306K | Hold |
524
| – | – | 0.07% | 134 |
|
|
2024
Q2 | $267K | Sell |
524
-125
| -19% | -$63.7K | 0.07% | 135 |
|
|
2024
Q1 | $321K | Hold |
649
| – | – | 0.08% | 126 |
|
|
2023
Q4 | $342K | Sell |
649
-12
| -2% | -$6.32K | 0.1% | 118 |
|
|
2023
Q3 | $333K | Hold |
661
| – | – | 0.11% | 114 |
|
|
2023
Q2 | $318K | Buy |
661
+10
| +2% | +$4.81K | 0.1% | 118 |
|
|
2023
Q1 | $308K | Buy |
651
+24
| +4% | +$11.3K | 0.11% | 122 |
|
|
2022
Q4 | $332K | Buy |
627
+61
| +11% | +$32.3K | 0.13% | 117 |
|
|
2022
Q3 | $286K | Buy |
566
+66
| +13% | +$33.4K | 0.12% | 129 |
|
|
2022
Q2 | $257K | Hold |
500
| – | – | 0.1% | 133 |
|
|
2022
Q1 | $255K | Hold |
500
| – | – | 0.08% | 142 |
|
|
2021
Q4 | $251K | Buy |
+500
| New | +$251K | 0.08% | 129 |
|
|
2021
Q3 | – | Sell |
-500
| Closed | -$206K | – | 144 |
|
|
2021
Q2 | $206K | Buy |
+500
| New | +$206K | 0.07% | 142 |
|
|
2018
Q4 | – | Sell |
-25
| Closed | -$7K | – | 264 |
|
|
2018
Q3 | $7K | Hold |
25
| – | – | ﹤0.01% | 235 |
|
|
2018
Q2 | $6K | Buy |
+25
| New | +$6K | ﹤0.01% | 234 |
|