Pettee Investors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1M | Sell |
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|
2025
Q2 | $996K | Sell |
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|
2025
Q1 | $1.67M | Sell |
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|
2024
Q4 | $1.79M | Sell |
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|
2024
Q3 | $2.1M | Hold |
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|
2024
Q2 | $1.83M | Sell |
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|
2024
Q1 | $1.93M | Hold |
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|
2023
Q4 | $2.05M | Buy |
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|
2023
Q3 | $1.74M | Buy |
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|
2023
Q2 | $1.65M | Hold |
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|
2023
Q1 | $1.62M | Sell |
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|
2022
Q4 | $1.83M | Sell |
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|
2022
Q3 | $1.77M | Hold |
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|
2022
Q2 | $1.8M | Buy |
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|
2022
Q1 | $1.75M | Hold |
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|
2021
Q4 | $1.73M | Hold |
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|
2021
Q3 | $1.34M | Hold |
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|
2021
Q2 | $1.38M | Hold |
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|
2021
Q1 | $1.28M | Hold |
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|
2020
Q4 | $1.21M | Buy |
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|
2020
Q3 | $1.06M | Hold |
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|
2020
Q2 | $1M | Buy |
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|
2020
Q1 | $803K | Hold |
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|
2019
Q4 | $947K | Buy |
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|
2019
Q3 | $673K | Buy |
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|
2019
Q2 | $719K | Buy |
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|
2019
Q1 | $710K | Buy |
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|
2018
Q4 | $690K | Sell |
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|
2018
Q3 | $830K | Hold |
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|
2018
Q2 | $765K | Hold |
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|
2018
Q1 | $668K | Hold |
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|
2017
Q4 | $688K | Buy |
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|
2017
Q3 | $578K | Hold |
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|
2017
Q2 | $547K | Hold |
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|
2017
Q1 | $484K | Hold |
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|
2016
Q4 | $472K | Hold |
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|
2016
Q3 | $413K | Buy |
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|
2016
Q2 | $293K | Hold |
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|
2016
Q1 | $267K | Hold |
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|
2015
Q4 | $244K | Hold |
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|
2015
Q3 | $241K | Buy |
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