PFG Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Buy |
13,574
+2,252
| +20% | +$703K | 0.2% | 113 |
|
|
2025
Q1 | $5.93M | Buy |
11,322
+1,876
| +20% | +$983K | 0.33% | 72 |
|
|
2024
Q4 | $4.78M | Sell |
9,446
-469
| -5% | -$237K | 0.29% | 77 |
|
|
2024
Q3 | $5.8M | Sell |
9,915
-534
| -5% | -$312K | 0.37% | 63 |
|
|
2024
Q2 | $5.32M | Buy |
10,449
+263
| +3% | +$134K | 0.36% | 65 |
|
|
2024
Q1 | $5.04M | Buy |
10,186
+277
| +3% | +$137K | 0.37% | 62 |
|
|
2023
Q4 | $5.22M | Buy |
9,909
+639
| +7% | +$336K | 0.42% | 57 |
|
|
2023
Q3 | $4.67M | Sell |
9,270
-3,040
| -25% | -$1.53M | 0.42% | 59 |
|
|
2023
Q2 | $5.92M | Buy |
12,310
+1,174
| +11% | +$564K | 0.45% | 51 |
|
|
2023
Q1 | $5.26M | Buy |
11,136
+1,060
| +11% | +$501K | 0.44% | 52 |
|
|
2022
Q4 | $5.34M | Buy |
10,076
+1,959
| +24% | +$1.04M | 0.52% | 39 |
|
|
2022
Q3 | $4.1M | Buy |
8,117
+558
| +7% | +$282K | 0.47% | 47 |
|
|
2022
Q2 | $3.88M | Buy |
7,559
+222
| +3% | +$114K | 0.44% | 38 |
|
|
2022
Q1 | $3.74M | Buy |
7,337
+1,262
| +21% | +$644K | 0.37% | 49 |
|
|
2021
Q4 | $3.05M | Sell |
6,075
-538
| -8% | -$270K | 0.3% | 88 |
|
|
2021
Q3 | $2.58M | Sell |
6,613
-102
| -2% | -$39.9K | 0.29% | 99 |
|
|
2021
Q2 | $2.69M | Sell |
6,715
-56
| -0.8% | -$22.4K | 0.31% | 82 |
|
|
2021
Q1 | $2.52M | Buy |
6,771
+1,775
| +36% | +$660K | 0.32% | 80 |
|
|
2020
Q4 | $1.75M | Sell |
4,996
-414
| -8% | -$145K | 0.3% | 97 |
|
|
2020
Q3 | $1.75M | Sell |
5,410
-38
| -0.7% | -$12.3K | 0.34% | 84 |
|
|
2020
Q2 | $1.59M | Buy |
5,448
+5
| +0.1% | +$1.46K | 0.36% | 89 |
|
|
2020
Q1 | $1.54M | Buy |
5,443
+463
| +9% | +$131K | 0.41% | 80 |
|
|
2019
Q4 | $1.47M | Buy |
4,980
+859
| +21% | +$254K | 0.36% | 89 |
|
|
2019
Q3 | $915K | Sell |
4,121
-745
| -15% | -$165K | 0.25% | 122 |
|
|
2019
Q2 | $1.23M | Buy |
4,866
+50
| +1% | +$12.6K | 0.33% | 99 |
|
|
2019
Q1 | $1.12M | Sell |
4,816
-313
| -6% | -$72.9K | 0.34% | 94 |
|
|
2018
Q4 | $1.35M | Buy |
+5,129
| New | +$1.35M | 0.42% | 75 |
|