PDM
Penn Davis McFarland’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42M | Buy |
134,504
+63,819
| +90% | +$19.9M | 4.73% | 5 |
|
|
2025
Q1 | $37M | Buy |
70,685
+3,138
| +5% | +$1.64M | 4.38% | 8 |
|
|
2024
Q4 | $34.2M | Buy |
67,547
+12,085
| +22% | +$6.11M | 3.72% | 8 |
|
|
2024
Q3 | $32.4M | Sell |
55,462
-26
| -0% | -$15.2K | 3.65% | 10 |
|
|
2024
Q2 | $28.3M | Sell |
55,488
-176
| -0.3% | -$89.6K | 4.37% | 10 |
|
|
2024
Q1 | $27.5M | Buy |
55,664
+4,613
| +9% | +$2.28M | 4.27% | 8 |
|
|
2023
Q4 | $26.9M | Sell |
51,051
-735
| -1% | -$387K | 4.57% | 8 |
|
|
2023
Q3 | $26.1M | Sell |
51,786
-902
| -2% | -$455K | 4.57% | 7 |
|
|
2023
Q2 | $25.3M | Sell |
52,688
-757
| -1% | -$364K | 4.51% | 9 |
|
|
2023
Q1 | $25.3M | Sell |
53,445
-877
| -2% | -$414K | 4.63% | 9 |
|
|
2022
Q4 | $28.8M | Sell |
54,322
-768
| -1% | -$407K | 5.65% | 5 |
|
|
2022
Q3 | $27.8M | Sell |
55,090
-24
| -0% | -$12.1K | 5.58% | 5 |
|
|
2022
Q2 | $28.3M | Sell |
55,114
-376
| -0.7% | -$193K | 5.32% | 7 |
|
|
2022
Q1 | $28.3M | Sell |
55,490
-506
| -0.9% | -$258K | 4.54% | 9 |
|
|
2021
Q4 | $28.1M | Sell |
55,996
-978
| -2% | -$491K | 4.77% | 5 |
|
|
2021
Q3 | $22.3M | Sell |
56,974
-468
| -0.8% | -$183K | 4.07% | 9 |
|
|
2021
Q2 | $23M | Sell |
57,442
-179
| -0.3% | -$71.7K | 4.02% | 9 |
|
|
2021
Q1 | $21.4M | Sell |
57,621
-286
| -0.5% | -$106K | 4.1% | 9 |
|
|
2020
Q4 | $20.3M | Sell |
57,907
-840
| -1% | -$295K | 4.35% | 7 |
|
|
2020
Q3 | $18.3M | Sell |
58,747
-37
| -0.1% | -$11.5K | 4.77% | 6 |
|
|
2020
Q2 | $17.3M | Sell |
58,784
-106
| -0.2% | -$31.3K | 4.71% | 8 |
|
|
2020
Q1 | $14.7M | Buy |
58,890
+17,232
| +41% | +$4.3M | 5.1% | 10 |
|
|
2019
Q4 | $12.2M | Buy |
41,658
+19,648
| +89% | +$5.78M | 3.63% | 12 |
|
|
2019
Q3 | $4.78M | Buy |
+22,010
| New | +$4.78M | 1.5% | 20 |
|