PIM
Penobscot Investment Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Sell |
17,923
-9,180
| -34% | -$2.86M | 0.48% | 51 |
|
|
2025
Q1 | $14.2M | Sell |
27,103
-1,409
| -5% | -$738K | 1.33% | 18 |
|
|
2024
Q4 | $14.4M | Buy |
28,512
+252
| +0.9% | +$127K | 1.31% | 17 |
|
|
2024
Q3 | $16.5M | Buy |
28,260
+280
| +1% | +$164K | 1.48% | 17 |
|
|
2024
Q2 | $14.2M | Buy |
27,980
+864
| +3% | +$440K | 1.37% | 18 |
|
|
2024
Q1 | $13.4M | Buy |
27,116
+537
| +2% | +$266K | 1.42% | 18 |
|
|
2023
Q4 | $14M | Buy |
26,579
+1,364
| +5% | +$718K | 1.64% | 13 |
|
|
2023
Q3 | $12.7M | Buy |
25,215
+5,427
| +27% | +$2.74M | 1.73% | 11 |
|
|
2023
Q2 | $9.51M | Buy |
19,788
+445
| +2% | +$214K | 1.56% | 18 |
|
|
2023
Q1 | $9.14M | Buy |
19,343
+285
| +1% | +$135K | 1.59% | 17 |
|
|
2022
Q4 | $10.1M | Sell |
19,058
-1,883
| -9% | -$998K | 1.77% | 15 |
|
|
2022
Q3 | $10.6M | Buy |
20,941
+110
| +0.5% | +$55.6K | 1.97% | 10 |
|
|
2022
Q2 | $10.7M | Buy |
20,831
+192
| +0.9% | +$98.6K | 1.85% | 13 |
|
|
2022
Q1 | $10.5M | Buy |
20,639
+555
| +3% | +$283K | 1.53% | 19 |
|
|
2021
Q4 | $10.1M | Buy |
20,084
+125
| +0.6% | +$62.8K | 1.36% | 24 |
|
|
2021
Q3 | $7.8M | Sell |
19,959
-323
| -2% | -$126K | 1.16% | 28 |
|
|
2021
Q2 | $8.12M | Sell |
20,282
-278
| -1% | -$111K | 1.2% | 27 |
|
|
2021
Q1 | $7.65M | Sell |
20,560
-70
| -0.3% | -$26K | 1.21% | 30 |
|
|
2020
Q4 | $7.23M | Buy |
20,630
+110
| +0.5% | +$38.6K | 1.21% | 29 |
|
|
2020
Q3 | $6.4M | Buy |
20,520
+89
| +0.4% | +$27.8K | 1.21% | 28 |
|
|
2020
Q2 | $6.03M | Buy |
20,431
+605
| +3% | +$178K | 1.24% | 28 |
|
|
2020
Q1 | $4.94M | Sell |
19,826
-1,580
| -7% | -$394K | 1.16% | 29 |
|
|
2019
Q4 | $6.29M | Buy |
21,406
+370
| +2% | +$109K | 1.18% | 26 |
|
|
2019
Q3 | $4.57M | Sell |
21,036
-968
| -4% | -$210K | 0.91% | 38 |
|
|
2019
Q2 | $5.37M | Buy |
22,004
+1,570
| +8% | +$383K | 1.1% | 31 |
|
|
2019
Q1 | $5.05M | Buy |
20,434
+1,207
| +6% | +$298K | 1.07% | 32 |
|
|
2018
Q4 | $4.79M | Buy |
19,227
+2,295
| +14% | +$572K | 1.15% | 27 |
|
|
2018
Q3 | $4.51M | Buy |
16,932
+1,520
| +10% | +$404K | 0.97% | 32 |
|
|
2018
Q2 | $3.78M | Buy |
15,412
+1,165
| +8% | +$286K | 0.88% | 44 |
|
|
2018
Q1 | $3.05M | Buy |
14,247
+1,109
| +8% | +$237K | 0.73% | 53 |
|
|
2017
Q4 | $2.9M | Buy |
13,138
+1,125
| +9% | +$248K | 0.8% | 47 |
|
|
2017
Q3 | $2.35M | Buy |
12,013
+650
| +6% | +$127K | 0.7% | 54 |
|
|
2017
Q2 | $2.11M | Buy |
11,363
+680
| +6% | +$126K | 0.68% | 55 |
|
|
2017
Q1 | $1.75M | Sell |
10,683
-180
| -2% | -$29.5K | 0.59% | 59 |
|
|
2016
Q4 | $1.74M | Buy |
10,863
+30
| +0.3% | +$4.8K | 0.6% | 55 |
|
|
2016
Q3 | $1.52M | Buy |
10,833
+1,440
| +15% | +$202K | 0.53% | 63 |
|
|
2016
Q2 | $1.33M | Buy |
9,393
+780
| +9% | +$110K | 0.47% | 69 |
|
|
2016
Q1 | $1.11M | Buy |
8,613
+10
| +0.1% | +$1.29K | 0.42% | 75 |
|
|
2015
Q4 | $1.01M | Buy |
8,603
+2,960
| +52% | +$348K | 0.32% | 83 |
|
|
2015
Q3 | $655K | Buy |
5,643
+2,375
| +73% | +$276K | 0.22% | 111 |
|
|
2015
Q2 | $399K | Buy |
+3,268
| New | +$399K | 0.12% | 147 |
|