PGIM Custom Harvest’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
5,232
-368
| -7% | -$115K | 0.03% | 91 |
|
|
2025
Q1 | $2.93M | Buy |
5,600
+1,812
| +48% | +$949K | 0.07% | 71 |
|
|
2024
Q4 | $1.92M | Sell |
3,788
-1,743
| -32% | -$882K | 0.04% | 90 |
|
|
2024
Q3 | $3.23M | Buy |
5,531
+55
| +1% | +$32.2K | 0.07% | 69 |
|
|
2024
Q2 | $2.79M | Buy |
5,476
+4,580
| +511% | +$2.33M | 0.06% | 70 |
|
|
2024
Q1 | $443K | Sell |
896
-18
| -2% | -$8.91K | 0.01% | 143 |
|
|
2023
Q4 | $481K | Buy |
914
+82
| +10% | +$43.2K | 0.01% | 128 |
|
|
2023
Q3 | $419K | Sell |
832
-278
| -25% | -$140K | 0.02% | 124 |
|
|
2023
Q2 | $534K | Sell |
1,110
-1,885
| -63% | -$906K | 0.02% | 113 |
|
|
2023
Q1 | $1.42M | Sell |
2,995
-867
| -22% | -$410K | 0.06% | 83 |
|
|
2022
Q4 | $2.05M | Buy |
+3,862
| New | +$2.05M | 0.09% | 70 |
|
|
2021
Q3 | $819K | Buy |
2,705
+268
| +11% | +$81.1K | 0.12% | 108 |
|
|
2021
Q2 | $975K | Buy |
2,437
+33
| +1% | +$13.2K | 0.18% | 84 |
|
|
2021
Q1 | $891K | Buy |
2,404
+1,709
| +246% | +$633K | 0.22% | 82 |
|
|
2020
Q4 | $244K | Buy |
+695
| New | +$244K | 0.08% | 115 |
|