Pettee Investors’s UnitedHealth UNH Stock Holding History

Pettee Investors’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$996K	Sell	3,194 -3	-0.1%	-$936	0.6%	55
2025 Q1	$1.67M	Sell	3,197 -350	-10%	-$183K	1%	32
2024 Q4	$1.79M	Sell	3,547 -40	-1%	-$20.2K	0.91%	34
2024 Q3	$2.1M	Hold	3,587	–	–	1.02%	30
2024 Q2	$1.83M	Sell	3,587 -315	-8%	-$160K	0.88%	40
2024 Q1	$1.93M	Hold	3,902	–	–	0.82%	44
2023 Q4	$2.05M	Buy	3,902 +460	+13%	+$242K	0.91%	39
2023 Q3	$1.74M	Buy	3,442 +8	+0.2%	+$4.03K	0.82%	42
2023 Q2	$1.65M	Hold	3,434	–	–	0.75%	44
2023 Q1	$1.62M	Sell	3,434 -22	-0.6%	-$10.4K	0.78%	44
2022 Q4	$1.83M	Sell	3,456 -55	-2%	-$29.2K	0.9%	32
2022 Q3	$1.77M	Hold	3,511	–	–	0.95%	30
2022 Q2	$1.8M	Buy	3,511 +71	+2%	+$36.5K	0.9%	34
2022 Q1	$1.75M	Hold	3,440	–	–	0.77%	42
2021 Q4	$1.73M	Hold	3,440	–	–	0.72%	47
2021 Q3	$1.34M	Hold	3,440	–	–	0.63%	50
2021 Q2	$1.38M	Hold	3,440	–	–	0.65%	51
2021 Q1	$1.28M	Hold	3,440	–	–	0.62%	51
2020 Q4	$1.21M	Buy	3,440 +50	+1%	+$17.5K	0.64%	43
2020 Q3	$1.06M	Hold	3,390	–	–	0.61%	45
2020 Q2	$1M	Buy	3,390 +170	+5%	+$50.1K	0.62%	44
2020 Q1	$803K	Hold	3,220	–	–	0.58%	47
2019 Q4	$947K	Buy	3,220 +125	+4%	+$36.8K	0.54%	58
2019 Q3	$673K	Buy	3,095 +150	+5%	+$32.6K	0.42%	71
2019 Q2	$719K	Buy	2,945 +75	+3%	+$18.3K	0.46%	66
2019 Q1	$710K	Buy	2,870 +100	+4%	+$24.7K	0.45%	67
2018 Q4	$690K	Sell	2,770 -350	-11%	-$87.2K	0.49%	60
2018 Q3	$830K	Hold	3,120	–	–	0.49%	59
2018 Q2	$765K	Hold	3,120	–	–	0.48%	67
2018 Q1	$668K	Hold	3,120	–	–	0.41%	75
2017 Q4	$688K	Buy	3,120 +170	+6%	+$37.5K	0.42%	71
2017 Q3	$578K	Hold	2,950	–	–	0.37%	81
2017 Q2	$547K	Hold	2,950	–	–	0.49%	44
2017 Q1	$484K	Hold	2,950	–	–	0.44%	44
2016 Q4	$472K	Hold	2,950	–	–	0.45%	44
2016 Q3	$413K	Buy	2,950 +875	+42%	+$123K	0.4%	45
2016 Q2	$293K	Hold	2,075	–	–	0.28%	53
2016 Q1	$267K	Hold	2,075	–	–	0.28%	53
2015 Q4	$244K	Hold	2,075	–	–	0.23%	55
2015 Q3	$241K	Buy	+2,075	New	+$241K	0.25%	54