PFG Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.68M | Buy |
11,793
+3,127
| +36% | +$976K | 0.22% | 91 |
|
|
2025
Q1 | $4.54M | Sell |
8,666
-1,829
| -17% | -$958K | 0.29% | 69 |
|
|
2024
Q4 | $5.31M | Sell |
10,495
-1,033
| -9% | -$523K | 0.33% | 58 |
|
|
2024
Q3 | $6.74M | Sell |
11,528
-24
| -0.2% | -$14K | 0.44% | 37 |
|
|
2024
Q2 | $5.88M | Sell |
11,552
-1,320
| -10% | -$672K | 0.42% | 41 |
|
|
2024
Q1 | $6.37M | Buy |
12,872
+6,830
| +113% | +$3.38M | 0.38% | 48 |
|
|
2023
Q4 | $3.18M | Buy |
6,042
+364
| +6% | +$192K | 0.59% | 30 |
|
|
2023
Q3 | $2.86M | Buy |
5,678
+807
| +17% | +$407K | 0.54% | 33 |
|
|
2023
Q2 | $2.34M | Buy |
4,871
+739
| +18% | +$355K | 0.42% | 44 |
|
|
2023
Q1 | $1.95M | Buy |
+4,132
| New | +$1.95M | 0.4% | 55 |
|