Petrus Trust Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $62.4M | Buy |
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|
2024
Q4 | $59.9M | Buy |
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|
2024
Q3 | $46.8M | Sell |
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|
2024
Q2 | $58M | Buy |
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|
2024
Q1 | $49.3M | Buy |
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|
2023
Q4 | $44.7M | Sell |
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|
2023
Q3 | $43.3M | Buy |
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|
2023
Q2 | $40.9M | Buy |
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|
2023
Q1 | $36.9M | Buy |
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|
2022
Q4 | $33.3M | Buy |
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|
2022
Q3 | $31.5M | Buy |
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|
2022
Q2 | $32M | Sell |
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|
2022
Q1 | $34.2M | Sell |
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|
2021
Q4 | $45.9M | Hold |
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|
2021
Q3 | $35.7M | Hold |
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|
2021
Q2 | $36.6M | Sell |
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|
2021
Q1 | $36.8M | Hold |
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|
2020
Q4 | $34.7M | Sell |
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|
2020
Q3 | $31M | Sell |
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|
2020
Q2 | $29.4M | Sell |
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|
2020
Q1 | $24.9M | Buy |
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|
2019
Q4 | $25.9M | Buy |
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|
2019
Q3 | $15.4M | Buy |
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|
2019
Q2 | $12.1M | Buy |
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|
2019
Q1 | $477K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $306K | Buy |
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|
2018
Q2 | $221K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $209K | Buy |
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