Pinion Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $602K | Sell |
1,931
-1,429
| -43% | -$446K | 0.21% | 86 |
|
|
2025
Q1 | $1.76M | Sell |
3,360
-4
| -0.1% | -$2.1K | 0.39% | 43 |
|
|
2024
Q4 | $1.7M | Sell |
3,364
-64
| -2% | -$32.4K | 0.68% | 28 |
|
|
2024
Q3 | $2M | Buy |
3,428
+120
| +4% | +$70.2K | 0.84% | 22 |
|
|
2024
Q2 | $1.68M | Buy |
3,308
+122
| +4% | +$62.1K | 0.84% | 21 |
|
|
2024
Q1 | $1.58M | Buy |
3,186
+62
| +2% | +$30.7K | 0.82% | 21 |
|
|
2023
Q4 | $1.64M | Sell |
3,124
-200
| -6% | -$105K | 0.99% | 17 |
|
|
2023
Q3 | $1.68M | Buy |
3,324
+138
| +4% | +$69.6K | 1.09% | 16 |
|
|
2023
Q2 | $1.53M | Buy |
3,186
+808
| +34% | +$388K | 1.04% | 16 |
|
|
2023
Q1 | $1.12M | Sell |
2,378
-284
| -11% | -$134K | 1.05% | 18 |
|
|
2022
Q4 | $1.41M | Sell |
2,662
-492
| -16% | -$261K | 1.33% | 12 |
|
|
2022
Q3 | $1.59M | Sell |
3,154
-548
| -15% | -$277K | 1.39% | 9 |
|
|
2022
Q2 | $1.9M | Buy |
3,702
+48
| +1% | +$24.7K | 1.59% | 8 |
|
|
2022
Q1 | $1.86M | Buy |
3,654
+43
| +1% | +$21.9K | 1.29% | 10 |
|
|
2021
Q4 | $1.81M | Sell |
3,611
-64
| -2% | -$32.1K | 1.22% | 12 |
|
|
2021
Q3 | $1.44M | Buy |
3,675
+41
| +1% | +$16K | 1.16% | 15 |
|
|
2021
Q2 | $1.46M | Buy |
3,634
+124
| +4% | +$49.6K | 1.17% | 15 |
|
|
2021
Q1 | $1.31M | Buy |
3,510
+416
| +13% | +$155K | 1.21% | 13 |
|
|
2020
Q4 | $1.09M | Sell |
3,094
-68
| -2% | -$23.8K | 1.14% | 15 |
|
|
2020
Q3 | $933K | Hold |
3,162
| – | – | 1.41% | 10 |
|
|
2020
Q2 | $933K | Buy |
3,162
+69
| +2% | +$20.4K | 1.41% | 10 |
|
|
2020
Q1 | $771K | Buy |
3,093
+248
| +9% | +$61.8K | 1.66% | 8 |
|
|
2019
Q4 | $836K | Buy |
2,845
+121
| +4% | +$35.6K | 1.55% | 9 |
|
|
2019
Q3 | $592K | Buy |
2,724
+361
| +15% | +$78.5K | 1.21% | 17 |
|
|
2019
Q2 | $577K | Sell |
2,363
-575
| -20% | -$140K | 1.24% | 15 |
|
|
2019
Q1 | $726K | Buy |
2,938
+60
| +2% | +$14.8K | 1.27% | 17 |
|
|
2018
Q4 | $717K | Buy |
2,878
+367
| +15% | +$91.4K | 1.51% | 8 |
|
|
2018
Q3 | $668K | Buy |
2,511
+203
| +9% | +$54K | 1.28% | 17 |
|
|
2018
Q2 | $566K | Sell |
2,308
-85
| -4% | -$20.8K | 1.1% | 28 |
|
|
2018
Q1 | $512K | Buy |
+2,393
| New | +$512K | 1.1% | 30 |
|