Phocas Financial Corp’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $228K | Sell |
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|
2024
Q4 | $233K | Hold |
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|
2024
Q3 | $269K | Hold |
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|
2024
Q2 | $234K | Hold |
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|
2024
Q1 | $228K | Hold |
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|
2023
Q4 | $242K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $868K | Buy |
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|
2023
Q1 | $813K | Buy |
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|
2022
Q4 | $822K | Buy |
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|
2022
Q3 | $780K | Buy |
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|
2022
Q2 | $642K | Buy |
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|
2022
Q1 | $569K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $329K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $374K | Buy |
|