PNAA
Pictet North America Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Sell |
6,130
-12,550
| -67% | -$3.92M | 0.19% | 75 |
|
|
2025
Q1 | $9.78M | Sell |
18,680
-837
| -4% | -$438K | 0.98% | 34 |
|
|
2024
Q4 | $9.87M | Buy |
19,517
+132
| +0.7% | +$66.8K | 0.94% | 34 |
|
|
2024
Q3 | $11.3M | Sell |
19,385
-971
| -5% | -$568K | 1.12% | 30 |
|
|
2024
Q2 | $10.4M | Sell |
20,356
-14,387
| -41% | -$7.33M | 1.13% | 30 |
|
|
2024
Q1 | $17.2M | Sell |
34,743
-526
| -1% | -$260K | 1.92% | 17 |
|
|
2023
Q4 | $18.6M | Sell |
35,269
-3,826
| -10% | -$2.01M | 2.4% | 10 |
|
|
2023
Q3 | $19.7M | Sell |
39,095
-14,609
| -27% | -$7.37M | 2.8% | 7 |
|
|
2023
Q2 | $25.8M | Sell |
53,704
-2,217
| -4% | -$1.07M | 3.58% | 6 |
|
|
2023
Q1 | $26.4M | Sell |
55,921
-10,734
| -16% | -$5.07M | 4.27% | 4 |
|
|
2022
Q4 | $35.3M | Sell |
66,655
-3,188
| -5% | -$1.69M | 6.08% | 2 |
|
|
2022
Q3 | $35.3M | Sell |
69,843
-2,124
| -3% | -$1.07M | 5.63% | 2 |
|
|
2022
Q2 | $37M | Sell |
71,967
-772
| -1% | -$397K | 4.9% | 3 |
|
|
2022
Q1 | $37.1M | Sell |
72,739
-2,978
| -4% | -$1.52M | 4.3% | 6 |
|
|
2021
Q4 | $38M | Buy |
75,717
+322
| +0.4% | +$162K | 3.74% | 7 |
|
|
2021
Q3 | $29.5M | Buy |
75,395
+215
| +0.3% | +$84K | 2.91% | 13 |
|
|
2021
Q2 | $30.1M | Buy |
75,180
+1,266
| +2% | +$507K | 3.11% | 12 |
|
|
2021
Q1 | $27.5M | Sell |
73,914
-2,963
| -4% | -$1.1M | 3.22% | 12 |
|
|
2020
Q4 | $27M | Buy |
76,877
+1,531
| +2% | +$537K | 3.42% | 12 |
|
|
2020
Q3 | $23.5M | Buy |
75,346
+24,079
| +47% | +$7.51M | 3.3% | 13 |
|
|
2020
Q2 | $15.1M | Buy |
51,267
+577
| +1% | +$170K | 2.17% | 15 |
|
|
2020
Q1 | $12.6M | Buy |
50,690
+435
| +0.9% | +$108K | 2.16% | 14 |
|
|
2019
Q4 | $14.8M | Sell |
50,255
-89
| -0.2% | -$26.2K | 1.82% | 17 |
|
|
2019
Q3 | $10.9M | Buy |
50,344
+47,219
| +1,511% | +$10.3M | 1.5% | 22 |
|
|
2019
Q2 | $763K | Hold |
3,125
| – | – | 0.11% | 95 |
|
|
2019
Q1 | $773K | Buy |
3,125
+325
| +12% | +$80.4K | 0.12% | 94 |
|
|
2018
Q4 | $698K | Hold |
2,800
| – | – | 0.06% | 100 |
|
|
2018
Q3 | $745K | Buy |
+2,800
| New | +$745K | 0.1% | 99 |
|