PI
PFS Investments’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $28.9M | Buy |
60,118
+3,231
| +6% | +$1.55M | 0.47% | 64 |
|
|
2023
Q1 | $29.2M | Sell |
56,887
-11,833
| -17% | -$6.07M | 0.51% | 59 |
|
|
2022
Q4 | $36.4M | Sell |
68,720
-1,704
| -2% | -$903K | 0.68% | 39 |
|
|
2022
Q3 | $35.6K | Sell |
70,424
-5,805
| -8% | -$2.93K | 0.65% | 24 |
|
|
2022
Q2 | $39.2M | Buy |
76,229
+6,505
| +9% | +$3.34M | 0.79% | 24 |
|
|
2022
Q1 | $35.6M | Buy |
69,724
+7,025
| +11% | +$3.58M | 0.67% | 38 |
|
|
2021
Q4 | $31.5M | Sell |
62,699
-5,570
| -8% | -$2.8M | 0.61% | 48 |
|
|
2021
Q3 | $31.6M | Buy |
68,269
+2,616
| +4% | +$1.21M | 0.65% | 41 |
|
|
2021
Q2 | $27.1M | Buy |
65,653
+7,281
| +12% | +$3M | 0.62% | 43 |
|
|
2021
Q1 | $21.7M | Buy |
58,372
+7,313
| +14% | +$2.72M | 0.56% | 47 |
|
|
2020
Q4 | $18.4M | Buy |
51,059
+7,567
| +17% | +$2.73M | 0.52% | 53 |
|
|
2020
Q3 | $13.6M | Buy |
43,492
+6,192
| +17% | +$1.93M | 0.45% | 53 |
|
|
2020
Q2 | $11M | Buy |
37,300
+6,621
| +22% | +$1.95M | 0.41% | 58 |
|
|
2020
Q1 | $7.65M | Buy |
30,679
+7,619
| +33% | +$1.9M | 0.33% | 54 |
|
|
2019
Q4 | $6.78M | Buy |
23,060
+5,008
| +28% | +$1.47M | 0.26% | 75 |
|
|
2019
Q3 | $3.92M | Buy |
18,052
+6,723
| +59% | +$1.46M | 0.17% | 86 |
|
|
2019
Q2 | $2.8M | Buy |
11,329
+7,790
| +220% | +$1.92M | 0.13% | 75 |
|
|
2019
Q1 | $875K | Buy |
+3,539
| New | +$875K | 0.04% | 104 |
|