Penobscot Wealth 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 | $396K | Sell |
1,270
-11
| -0.9% | -$3.43K | 0.14% | 66 |
|
|
2025
Q1 | $671K | Buy |
1,281
+12
| +0.9% | +$6.29K | 0.28% | 43 |
|
|
2024
Q4 | $642K | Buy |
1,269
+35
| +3% | +$17.7K | 0.3% | 41 |
|
|
2024
Q3 | $722K | Buy |
1,234
+11
| +0.9% | +$6.44K | 0.39% | 36 |
|
|
2024
Q2 | $597K | Buy |
1,223
+10
| +0.8% | +$4.88K | 0.36% | 39 |
|
|
2024
Q1 | $600K | Buy |
1,213
+14
| +1% | +$6.93K | 0.38% | 38 |
|
|
2023
Q4 | $631K | Hold |
1,199
| – | – | 0.43% | 41 |
|
|
2023
Q3 | $605K | Hold |
1,199
| – | – | 0.46% | 42 |
|
|
2023
Q2 | $576K | Buy |
1,199
+1
| +0.1% | +$480 | 0.42% | 41 |
|
|
2023
Q1 | $566K | Hold |
1,198
| – | – | 0.44% | 41 |
|
|
2022
Q4 | $635K | Hold |
1,198
| – | – | 0.55% | 37 |
|
|
2022
Q3 | $605K | Hold |
1,198
| – | – | 0.59% | 37 |
|
|
2022
Q2 | $615K | Hold |
1,198
| – | – | 0.6% | 36 |
|
|
2022
Q1 | $611K | Buy |
1,198
+1
| +0.1% | +$510 | 0.55% | 37 |
|
|
2021
Q4 | $601K | Hold |
1,197
| – | – | 0.51% | 34 |
|
|
2021
Q3 | $468K | Hold |
1,197
| – | – | 0.43% | 38 |
|
|
2021
Q2 | $479K | Buy |
+1,197
| New | +$479K | 0.46% | 36 |
|