Penn Davis McFarland’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42M | Buy |
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|
2025
Q1 | $37M | Buy |
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|
2024
Q4 | $34.2M | Buy |
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|
2024
Q3 | $32.4M | Sell |
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|
2024
Q2 | $28.3M | Sell |
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|
2024
Q1 | $27.5M | Buy |
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|
2023
Q4 | $26.9M | Sell |
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|
2023
Q3 | $26.1M | Sell |
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|
2023
Q2 | $25.3M | Sell |
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|
2023
Q1 | $25.3M | Sell |
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|
2022
Q4 | $28.8M | Sell |
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|
2022
Q3 | $27.8M | Sell |
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|
2022
Q2 | $28.3M | Sell |
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|
2022
Q1 | $28.3M | Sell |
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|
2021
Q4 | $28.1M | Sell |
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|
2021
Q3 | $22.3M | Sell |
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|
2021
Q2 | $23M | Sell |
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|
2021
Q1 | $21.4M | Sell |
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|
2020
Q4 | $20.3M | Sell |
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|
2020
Q3 | $18.3M | Sell |
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|
2020
Q2 | $17.3M | Sell |
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|
2020
Q1 | $14.7M | Buy |
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|
2019
Q4 | $12.2M | Buy |
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|
2019
Q3 | $4.78M | Buy |
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