Pinnacle Financial Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $121M | Buy |
236,449
+1,817
| +0.8% | +$932K | 2.44% | 9 |
|
|
2024
Q4 | $130M | Sell |
234,632
-8,508
| -3% | -$4.72M | 2.63% | 8 |
|
|
2024
Q3 | $142M | Buy |
243,140
+13,794
| +6% | +$8.07M | 2.86% | 6 |
|
|
2024
Q2 | $115M | Buy |
229,346
+827
| +0.4% | +$414K | 2.46% | 9 |
|
|
2024
Q1 | $113M | Buy |
228,519
+4,044
| +2% | +$2M | 2.45% | 9 |
|
|
2023
Q4 | $118M | Sell |
224,475
-6,318
| -3% | -$3.33M | 2.81% | 6 |
|
|
2023
Q3 | $116M | Buy |
230,793
+1,367
| +0.6% | +$689K | 3.01% | 5 |
|
|
2023
Q2 | $110M | Buy |
229,426
+6,159
| +3% | +$2.96M | 2.76% | 6 |
|
|
2023
Q1 | $106M | Sell |
223,267
-3,011
| -1% | -$1.42M | 2.83% | 5 |
|
|
2022
Q4 | $120M | Buy |
226,278
+88,395
| +64% | +$46.9M | 3.46% | 4 |
|
|
2022
Q3 | $69.6M | Buy |
137,883
+5,919
| +4% | +$2.99M | 2.52% | 5 |
|
|
2022
Q2 | $67.8M | Buy |
131,964
+9,146
| +7% | +$4.7M | 2.41% | 5 |
|
|
2022
Q1 | $62.6M | Buy |
122,818
+7,381
| +6% | +$3.76M | 1.98% | 6 |
|
|
2021
Q4 | $58M | Buy |
115,437
+14,369
| +14% | +$7.22M | 1.81% | 7 |
|
|
2021
Q3 | $39.5M | Buy |
101,068
+16,984
| +20% | +$6.64M | 1.39% | 11 |
|
|
2021
Q2 | $33.7M | Buy |
84,084
+2,966
| +4% | +$1.19M | 1.36% | 12 |
|
|
2021
Q1 | $29.5M | Buy |
81,118
+1,103
| +1% | +$401K | 1.33% | 12 |
|
|
2020
Q4 | $26.8M | Sell |
80,015
-295
| -0.4% | -$98.7K | 1.32% | 13 |
|
|
2020
Q3 | $25M | Buy |
80,310
+1,237
| +2% | +$386K | 1.36% | 12 |
|
|
2020
Q2 | $23.3M | Buy |
79,073
+1,530
| +2% | +$451K | 1.33% | 15 |
|
|
2020
Q1 | $19.3M | Buy |
77,543
+11,800
| +18% | +$2.94M | 1.34% | 13 |
|
|
2019
Q4 | $19.3M | Buy |
65,743
+6,065
| +10% | +$1.78M | 1.2% | 15 |
|
|
2019
Q3 | $13M | Sell |
59,678
-130
| -0.2% | -$28.3K | 0.93% | 24 |
|
|
2019
Q2 | $14.6M | Buy |
59,808
+2,984
| +5% | +$728K | 1.1% | 18 |
|
|
2019
Q1 | $14.1M | Buy |
56,824
+2,383
| +4% | +$589K | 1.13% | 17 |
|
|
2018
Q4 | $13.6M | Buy |
54,441
+3,848
| +8% | +$959K | 1.28% | 12 |
|
|
2018
Q3 | $13.5M | Buy |
50,593
+3,259
| +7% | +$867K | 1.13% | 16 |
|
|
2018
Q2 | $11.6M | Buy |
47,334
+2,293
| +5% | +$563K | 1.1% | 17 |
|
|
2018
Q1 | $9.64M | Buy |
45,041
+2,637
| +6% | +$564K | 0.98% | 23 |
|
|
2017
Q4 | $9.35M | Buy |
42,404
+4,986
| +13% | +$1.1M | 0.99% | 22 |
|
|
2017
Q3 | $7.33M | Sell |
37,418
-4,948
| -12% | -$969K | 0.94% | 25 |
|
|
2017
Q2 | $7.86M | Buy |
42,366
+2,095
| +5% | +$388K | 1.12% | 19 |
|
|
2017
Q1 | $6.61M | Buy |
40,271
+258
| +0.6% | +$42.3K | 1.3% | 13 |
|
|
2016
Q4 | $6.4M | Sell |
40,013
-2,350
| -6% | -$376K | 1.38% | 12 |
|
|
2016
Q3 | $5.97M | Buy |
42,363
+2
| +0% | +$282 | 1.34% | 10 |
|
|
2016
Q2 | $5.99M | Buy |
42,361
+989
| +2% | +$140K | 1.38% | 10 |
|
|
2016
Q1 | $5.33M | Buy |
41,372
+9,875
| +31% | +$1.27M | 1.37% | 14 |
|
|
2015
Q4 | $3.71M | Sell |
31,497
-8,006
| -20% | -$942K | 1.15% | 21 |
|
|
2015
Q3 | $4.58M | Buy |
39,503
+1,481
| +4% | +$172K | 1.44% | 13 |
|
|
2015
Q2 | $4.64M | Sell |
38,022
-3,035
| -7% | -$370K | 1.47% | 10 |
|
|
2015
Q1 | $4.86M | Sell |
41,057
-251
| -0.6% | -$29.7K | 1.62% | 7 |
|
|
2014
Q4 | $4.18M | Sell |
41,308
-906
| -2% | -$91.6K | 1.46% | 11 |
|
|
2014
Q3 | $3.64M | Buy |
42,214
+280
| +0.7% | +$24.1K | 1.39% | 18 |
|
|
2014
Q2 | $3.43M | Buy |
41,934
+3,135
| +8% | +$256K | 1.37% | 20 |
|
|
2014
Q1 | $3.18M | Sell |
38,799
-1,486
| -4% | -$122K | 1.42% | 20 |
|
|
2013
Q4 | $3.03M | Sell |
40,285
-4,944
| -11% | -$372K | 1.39% | 21 |
|
|
2013
Q3 | $3.24M | Sell |
45,229
-101
| -0.2% | -$7.23K | 1.61% | 17 |
|
|
2013
Q2 | $2.97M | Buy |
+45,330
| New | +$2.97M | 1.54% | 17 |
|