PIA
Petredis Investment Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.92M | Buy |
31,787
+481
| +2% | +$150K | 0.87% | 27 |
|
|
2025
Q1 | $16.4M | Buy |
31,306
+621
| +2% | +$325K | 1.71% | 15 |
|
|
2024
Q4 | $15.5M | Sell |
30,685
-832
| -3% | -$421K | 1.6% | 14 |
|
|
2024
Q3 | $18.4M | Buy |
31,517
+97
| +0.3% | +$56.7K | 1.96% | 13 |
|
|
2024
Q2 | $16M | Sell |
31,420
-63
| -0.2% | -$32.1K | 1.79% | 13 |
|
|
2024
Q1 | $15.6M | Buy |
31,483
+743
| +2% | +$368K | 1.87% | 12 |
|
|
2023
Q4 | $16.2M | Sell |
30,740
-944
| -3% | -$497K | 2.12% | 12 |
|
|
2023
Q3 | $16M | Buy |
31,684
+119
| +0.4% | +$60K | 2.27% | 12 |
|
|
2023
Q2 | $15.2M | Sell |
31,565
-142
| -0.4% | -$68.3K | 2.09% | 13 |
|
|
2023
Q1 | $15M | Buy |
31,707
+450
| +1% | +$213K | 2.34% | 10 |
|
|
2022
Q4 | $16.6M | Buy |
+31,257
| New | +$16.6M | 3.01% | 9 |
|