PH
Pinnacle Holdings’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
9,279
+758
| +9% | +$236K | 1.04% | 26 |
|
|
2025
Q1 | $4.46M | Sell |
8,521
-433
| -5% | -$227K | 1.7% | 8 |
|
|
2024
Q4 | $4.53M | Sell |
8,954
-570
| -6% | -$288K | 1.71% | 8 |
|
|
2024
Q3 | $5.57M | Sell |
9,524
-82
| -0.9% | -$47.9K | 2.17% | 3 |
|
|
2024
Q2 | $4.89M | Sell |
9,606
-113
| -1% | -$57.5K | 1.99% | 4 |
|
|
2024
Q1 | $4.81M | Sell |
9,719
-784
| -7% | -$388K | 1.93% | 5 |
|
|
2023
Q4 | $5.53M | Buy |
10,503
+99
| +1% | +$52.1K | 2.28% | 2 |
|
|
2023
Q3 | $5.25M | Sell |
10,404
-1,022
| -9% | -$515K | 2.46% | 2 |
|
|
2023
Q2 | $5.49M | Sell |
11,426
-28
| -0.2% | -$13.5K | 2.45% | 2 |
|
|
2023
Q1 | $5.41M | Sell |
11,454
-17
| -0.1% | -$8.03K | 2.51% | 2 |
|
|
2022
Q4 | $6.08M | Sell |
11,471
-1,634
| -12% | -$866K | 2.72% | 2 |
|
|
2022
Q3 | $6.62M | Buy |
13,105
+102
| +0.8% | +$51.5K | 3.1% | 2 |
|
|
2022
Q2 | $6.68M | Buy |
13,003
+141
| +1% | +$72.4K | 3.06% | 2 |
|
|
2022
Q1 | $6.56M | Buy |
12,862
+1,192
| +10% | +$608K | 2.58% | 2 |
|
|
2021
Q4 | $5.86M | Buy |
11,670
+23
| +0.2% | +$11.5K | 2.46% | 2 |
|
|
2021
Q3 | $4.55M | Sell |
11,647
-265
| -2% | -$104K | 2% | 3 |
|
|
2021
Q2 | $4.77M | Sell |
11,912
-53
| -0.4% | -$21.2K | 2.19% | 2 |
|
|
2021
Q1 | $4.45M | Sell |
11,965
-1
| -0% | -$372 | 2.06% | 2 |
|
|
2020
Q4 | $4.2M | Sell |
11,966
-269
| -2% | -$94.3K | 2.21% | 2 |
|
|
2020
Q3 | $3.81M | Sell |
12,235
-8,229
| -40% | -$2.57M | 2.21% | 3 |
|
|
2020
Q2 | $6.04M | Buy |
20,464
+179
| +0.9% | +$52.8K | 2.88% | 3 |
|
|
2020
Q1 | $5.06M | Buy |
20,285
+1,179
| +6% | +$294K | 2.9% | 3 |
|
|
2019
Q4 | $5.62M | Sell |
19,106
-6
| -0% | -$1.76K | 2.11% | 4 |
|
|
2019
Q3 | $4.15M | Sell |
19,112
-82
| -0.4% | -$17.8K | 1.57% | 10 |
|
|
2019
Q2 | $4.68M | Sell |
19,194
-131
| -0.7% | -$32K | 1.74% | 7 |
|
|
2019
Q1 | $4.78M | Sell |
19,325
-31
| -0.2% | -$7.67K | 1.79% | 6 |
|
|
2018
Q4 | $4.82M | Buy |
19,356
+57
| +0.3% | +$14.2K | 1.99% | 3 |
|
|
2018
Q3 | $5.13M | Sell |
19,299
-76
| -0.4% | -$20.2K | 1.77% | 7 |
|
|
2018
Q2 | $4.75M | Sell |
19,375
-289
| -1% | -$70.9K | 1.66% | 7 |
|
|
2018
Q1 | $4.21M | Buy |
19,664
+2,905
| +17% | +$622K | 1.58% | 8 |
|
|
2017
Q4 | $3.69M | Buy |
16,759
+42
| +0.3% | +$9.26K | 1.34% | 14 |
|
|
2017
Q3 | $3.27M | Buy |
16,717
+1,145
| +7% | +$224K | 1.21% | 18 |
|
|
2017
Q2 | $2.89M | Buy |
15,572
+1,620
| +12% | +$300K | 1.12% | 22 |
|
|
2017
Q1 | $2.29M | Sell |
13,952
-167
| -1% | -$27.4K | 0.88% | 34 |
|
|
2016
Q4 | $2.26M | Sell |
14,119
-969
| -6% | -$155K | 0.88% | 33 |
|
|
2016
Q3 | $2.11M | Sell |
15,088
-269
| -2% | -$37.7K | 0.83% | 37 |
|
|
2016
Q2 | $2.17M | Sell |
15,357
-42
| -0.3% | -$5.93K | 0.93% | 33 |
|
|
2016
Q1 | $1.98M | Sell |
15,399
-99
| -0.6% | -$12.8K | 0.95% | 36 |
|
|
2015
Q4 | $1.82M | Sell |
15,498
-207
| -1% | -$24.4K | 0.85% | 38 |
|
|
2015
Q3 | $1.82M | Buy |
15,705
+151
| +1% | +$17.5K | 0.78% | 43 |
|
|
2015
Q2 | $1.9M | Sell |
15,554
-96
| -0.6% | -$11.7K | 0.69% | 45 |
|
|
2015
Q1 | $1.85M | Sell |
15,650
-353
| -2% | -$41.8K | 0.67% | 48 |
|
|
2014
Q4 | $1.62M | Sell |
16,003
-243
| -1% | -$24.6K | 0.53% | 58 |
|
|
2014
Q3 | $1.4M | Buy |
16,246
+2,896
| +22% | +$250K | 0.36% | 69 |
|
|
2014
Q2 | $1.09M | Sell |
13,350
-281
| -2% | -$23K | 0.27% | 85 |
|
|
2014
Q1 | $1.12M | Buy |
13,631
+717
| +6% | +$58.8K | 0.31% | 81 |
|
|
2013
Q4 | $972K | Sell |
12,914
-818
| -6% | -$61.6K | 0.28% | 84 |
|
|
2013
Q3 | $983K | Sell |
13,732
-469
| -3% | -$33.6K | 0.31% | 77 |
|
|
2013
Q2 | $930K | Buy |
+14,201
| New | +$930K | 0.29% | 83 |
|