Pennsylvania Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Sell |
1,467
-752
| -34% | -$235K | 0.15% | 76 |
|
|
2025
Q1 | $1.16M | Buy |
2,219
+80
| +4% | +$41.9K | 0.43% | 33 |
|
|
2024
Q4 | $1.08M | Sell |
2,139
-16
| -0.7% | -$8.09K | 0.37% | 36 |
|
|
2024
Q3 | $1.26M | Buy |
2,155
+23
| +1% | +$13.4K | 0.45% | 32 |
|
|
2024
Q2 | $1.09M | Sell |
2,132
-9
| -0.4% | -$4.58K | 0.42% | 30 |
|
|
2024
Q1 | $1.06M | Sell |
2,141
-652
| -23% | -$323K | 0.44% | 33 |
|
|
2023
Q4 | $1.47M | Sell |
2,793
-124
| -4% | -$65.3K | 0.58% | 30 |
|
|
2023
Q3 | $1.47M | Buy |
2,917
+120
| +4% | +$60.5K | 0.61% | 31 |
|
|
2023
Q2 | $1.34M | Buy |
2,797
+12
| +0.4% | +$5.77K | 0.58% | 30 |
|
|
2023
Q1 | $1.32M | Buy |
2,785
+54
| +2% | +$25.5K | 0.64% | 27 |
|
|
2022
Q4 | $1.35M | Sell |
2,731
-38
| -1% | -$18.7K | 0.71% | 30 |
|
|
2022
Q3 | $1.4M | Buy |
2,769
+79
| +3% | +$39.9K | 0.77% | 21 |
|
|
2022
Q2 | $1.38M | Buy |
2,690
+32
| +1% | +$16.4K | 0.73% | 20 |
|
|
2022
Q1 | $1.36M | Sell |
2,658
-4
| -0.2% | -$2.04K | 0.58% | 24 |
|
|
2021
Q4 | $1.34M | Hold |
2,662
| – | – | 0.46% | 30 |
|
|
2021
Q3 | $1.2M | Hold |
2,662
| – | – | 0.53% | 27 |
|
|
2021
Q2 | $1.1M | Hold |
2,662
| – | – | 0.54% | 26 |
|
|
2021
Q1 | $990K | Hold |
2,662
| – | – | 0.58% | 27 |
|
|
2020
Q4 | $945K | Sell |
2,662
-8
| -0.3% | -$2.84K | 0.62% | 28 |
|
|
2020
Q3 | $849K | Buy |
2,670
+685
| +35% | +$218K | 0.66% | 25 |
|
|
2020
Q2 | $585K | Sell |
1,985
-716
| -27% | -$211K | 0.31% | 60 |
|
|
2020
Q1 | $620K | Buy |
+2,701
| New | +$620K | 0.8% | 21 |
|