PBT
Pictet Bank & Trust’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $797K | Sell |
2,555
-1,400
| -35% | -$437K | 0.93% | 28 |
|
|
2025
Q1 | $2.07M | Buy |
3,955
+655
| +20% | +$343K | 2.53% | 14 |
|
|
2024
Q4 | $1.67M | Buy |
3,300
+130
| +4% | +$65.8K | 1.67% | 22 |
|
|
2024
Q3 | $1.85M | Sell |
3,170
-130
| -4% | -$76K | 1.88% | 20 |
|
|
2024
Q2 | $1.68M | Sell |
3,300
-150
| -4% | -$76.4K | 1.71% | 20 |
|
|
2024
Q1 | $1.71M | Sell |
3,450
-455
| -12% | -$225K | 1.77% | 22 |
|
|
2023
Q4 | $2.06M | Sell |
3,905
-893
| -19% | -$470K | 2.08% | 18 |
|
|
2023
Q3 | $2.42M | Sell |
4,798
-230
| -5% | -$116K | 2.6% | 16 |
|
|
2023
Q2 | $2.42M | Sell |
5,028
-123
| -2% | -$59.1K | 1.97% | 18 |
|
|
2023
Q1 | $2.43M | Buy |
5,151
+50
| +1% | +$23.6K | 1.7% | 17 |
|
|
2022
Q4 | $2.7M | Sell |
5,101
-1,585
| -24% | -$840K | 3.16% | 16 |
|
|
2022
Q3 | $3.38M | Sell |
6,686
-4,274
| -39% | -$2.16M | 4.33% | 6 |
|
|
2022
Q2 | $5.63M | Buy |
10,960
+217
| +2% | +$111K | 3.87% | 5 |
|
|
2022
Q1 | $5.48M | Sell |
10,743
-677
| -6% | -$345K | 3.07% | 9 |
|
|
2021
Q4 | $5.73M | Sell |
11,420
-100
| -0.9% | -$50.2K | 2.96% | 9 |
|
|
2021
Q3 | $4.5M | Sell |
11,520
-1,880
| -14% | -$735K | 2.78% | 9 |
|
|
2021
Q2 | $5.37M | Sell |
13,400
-3,100
| -19% | -$1.24M | 3.01% | 9 |
|
|
2021
Q1 | $6.14M | Hold |
16,500
| – | – | 3.62% | 6 |
|
|
2020
Q4 | $5.79M | Sell |
16,500
-2,640
| -14% | -$926K | 3.62% | 5 |
|
|
2020
Q3 | $5.97M | Buy |
19,140
+380
| +2% | +$118K | 3.91% | 7 |
|
|
2020
Q2 | $5.53M | Sell |
18,760
-2,390
| -11% | -$705K | 3.73% | 8 |
|
|
2020
Q1 | $5.27M | Sell |
21,150
-3,090
| -13% | -$771K | 2.95% | 9 |
|
|
2019
Q4 | $7.13M | Buy |
24,240
+1,650
| +7% | +$485K | 2.69% | 10 |
|
|
2019
Q3 | $4.91M | Sell |
22,590
-180
| -0.8% | -$39.1K | 2.16% | 14 |
|
|
2019
Q2 | $5.56M | Buy |
22,770
+2,910
| +15% | +$710K | 2.44% | 13 |
|
|
2019
Q1 | $4.91M | Sell |
19,860
-2,420
| -11% | -$598K | 2.15% | 14 |
|
|
2018
Q4 | $5.55M | Buy |
22,280
+1,230
| +6% | +$306K | 2.22% | 11 |
|
|
2018
Q3 | $5.6M | Buy |
21,050
+1,520
| +8% | +$404K | 1.75% | 16 |
|
|
2018
Q2 | $4.79M | Buy |
19,530
+340
| +2% | +$83.4K | 1.64% | 17 |
|
|
2018
Q1 | $4.11M | Buy |
19,190
+40
| +0.2% | +$8.56K | 1.46% | 18 |
|
|
2017
Q4 | $4.22M | Sell |
19,150
-10,460
| -35% | -$2.31M | 1.24% | 20 |
|
|
2017
Q3 | $5.8M | Buy |
29,610
+23,930
| +421% | +$4.69M | 1.73% | 17 |
|
|
2017
Q2 | $1.05M | Buy |
+5,680
| New | +$1.05M | 0.33% | 57 |
|
|
2015
Q4 | – | Sell |
-3,250
| Closed | -$377K | – | 112 |
|
|
2015
Q3 | $377K | Buy |
+3,250
| New | +$377K | 0.14% | 60 |
|