Pinnacle Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
34,971
-2,402
| -6% | -$749K | 0.16% | 148 |
|
|
2025
Q1 | $19.6M | Buy |
37,373
+691
| +2% | +$362K | 0.29% | 81 |
|
|
2024
Q4 | $18.6M | Sell |
36,682
-3,868
| -10% | -$1.96M | 0.25% | 90 |
|
|
2024
Q3 | $21.3M | Buy |
40,550
+3,380
| +9% | +$1.78M | 0.36% | 76 |
|
|
2024
Q2 | $18.9M | Sell |
37,170
-2,113
| -5% | -$1.08M | 0.3% | 88 |
|
|
2024
Q1 | $19.4M | Sell |
39,283
-1,267
| -3% | -$627K | 0.31% | 86 |
|
|
2023
Q4 | $21.3M | Buy |
40,550
+377
| +0.9% | +$198K | 0.36% | 77 |
|
|
2023
Q3 | $20.3M | Sell |
40,173
-818
| -2% | -$412K | 0.38% | 73 |
|
|
2023
Q2 | $19.7M | Buy |
40,991
+2,731
| +7% | +$1.31M | 0.34% | 82 |
|
|
2023
Q1 | $18.1M | Sell |
38,260
-189
| -0.5% | -$89.3K | 0.37% | 78 |
|
|
2022
Q4 | $20.4M | Sell |
38,449
-37
| -0.1% | -$19.6K | 0.44% | 61 |
|
|
2022
Q3 | $19.4M | Buy |
38,486
+32
| +0.1% | +$16.2K | 0.45% | 61 |
|
|
2022
Q2 | $19.8M | Sell |
38,454
-1,258
| -3% | -$646K | 0.43% | 62 |
|
|
2022
Q1 | $20.3M | Buy |
39,712
+3,240
| +9% | +$1.65M | 0.36% | 80 |
|
|
2021
Q4 | $18.3M | Sell |
36,472
-525
| -1% | -$264K | 0.32% | 92 |
|
|
2021
Q3 | $14.5M | Sell |
36,997
-4,616
| -11% | -$1.8M | 0.27% | 109 |
|
|
2021
Q2 | $16.7M | Sell |
41,613
-3,631
| -8% | -$1.45M | 0.3% | 99 |
|
|
2021
Q1 | $16.8M | Sell |
45,244
-2,383
| -5% | -$887K | 0.32% | 88 |
|
|
2020
Q4 | $16.7M | Sell |
47,627
-1,359
| -3% | -$477K | 0.34% | 82 |
|
|
2020
Q3 | $15.3M | Sell |
48,986
-2,267
| -4% | -$707K | 0.36% | 78 |
|
|
2020
Q2 | $15.1M | Sell |
51,253
-5,176
| -9% | -$1.53M | 0.37% | 75 |
|
|
2020
Q1 | $14.1M | Buy |
56,429
+667
| +1% | +$166K | 0.43% | 69 |
|
|
2019
Q4 | $16.4M | Sell |
55,762
-1,084
| -2% | -$319K | 0.36% | 81 |
|
|
2019
Q3 | $12.4M | Buy |
56,846
+1,341
| +2% | +$291K | 0.29% | 92 |
|
|
2019
Q2 | $13.5M | Sell |
55,505
-213
| -0.4% | -$52K | 0.32% | 86 |
|
|
2019
Q1 | $13.8M | Buy |
55,718
+1,179
| +2% | +$292K | 0.31% | 92 |
|
|
2018
Q4 | $13.6M | Sell |
54,539
-2,844
| -5% | -$709K | 0.35% | 82 |
|
|
2018
Q3 | $15.3M | Sell |
57,383
-1,981
| -3% | -$527K | 0.32% | 87 |
|
|
2018
Q2 | $14.6M | Sell |
59,364
-1,050
| -2% | -$258K | 0.3% | 93 |
|
|
2018
Q1 | $12.9M | Sell |
60,414
-2,029
| -3% | -$434K | 0.25% | 106 |
|
|
2017
Q4 | $13.8M | Sell |
62,443
-1,699
| -3% | -$375K | 0.26% | 97 |
|
|
2017
Q3 | $12.6M | Sell |
64,142
-44
| -0.1% | -$8.62K | 0.23% | 109 |
|
|
2017
Q2 | $11.9M | Sell |
64,186
-429
| -0.7% | -$79.5K | 0.23% | 110 |
|
|
2017
Q1 | $10.6M | Sell |
64,615
-3,426
| -5% | -$562K | 0.2% | 126 |
|
|
2016
Q4 | $10.9M | Buy |
68,041
+310
| +0.5% | +$49.6K | 0.22% | 121 |
|
|
2016
Q3 | $9.48M | Sell |
67,731
-600
| -0.9% | -$84K | 0.19% | 133 |
|
|
2016
Q2 | $9.65M | Sell |
68,331
-4,109
| -6% | -$580K | 0.21% | 124 |
|
|
2016
Q1 | $9.34M | Sell |
72,440
-2,613
| -3% | -$337K | 0.2% | 126 |
|
|
2015
Q4 | $8.83M | Sell |
75,053
-782
| -1% | -$92K | 0.19% | 130 |
|
|
2015
Q3 | $8.8M | Sell |
75,835
-13,801
| -15% | -$1.6M | 0.19% | 125 |
|
|
2015
Q2 | $10.9M | Buy |
89,636
+6,485
| +8% | +$791K | 0.2% | 112 |
|
|
2015
Q1 | $9.84M | Buy |
83,151
+9,742
| +13% | +$1.15M | 0.18% | 131 |
|
|
2014
Q4 | $7.42M | Sell |
73,409
-824
| -1% | -$83.3K | 0.15% | 161 |
|
|
2014
Q3 | $6.4M | Sell |
74,233
-1,050
| -1% | -$90.6K | 0.13% | 163 |
|
|
2014
Q2 | $6.15M | Buy |
75,283
+1,332
| +2% | +$109K | 0.12% | 166 |
|
|
2014
Q1 | $6.06M | Buy |
73,951
+14,470
| +24% | +$1.19M | 0.12% | 162 |
|
|
2013
Q4 | $4.48M | Buy |
59,481
+1,785
| +3% | +$134K | 0.09% | 197 |
|
|
2013
Q3 | $4.13M | Buy |
57,696
+314
| +0.5% | +$22.5K | 0.09% | 194 |
|
|
2013
Q2 | $3.76M | Buy |
+57,382
| New | +$3.76M | 0.08% | 193 |
|