PWMAG
Pinnacle Wealth Management Advisory Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Sell |
8,034
-716
| -8% | -$223K | 0.21% | 93 |
|
|
2025
Q1 | $4.58M | Buy |
8,750
+373
| +4% | +$195K | 0.43% | 56 |
|
|
2024
Q4 | $4.24M | Buy |
8,377
+306
| +4% | +$155K | 0.4% | 59 |
|
|
2024
Q3 | $4.72M | Buy |
8,071
+204
| +3% | +$119K | 0.45% | 54 |
|
|
2024
Q2 | $4.01M | Buy |
7,867
+165
| +2% | +$84K | 0.41% | 56 |
|
|
2024
Q1 | $3.81M | Sell |
7,702
-83
| -1% | -$41.1K | 0.41% | 57 |
|
|
2023
Q4 | $4.1M | Buy |
7,785
+10
| +0.1% | +$5.27K | 0.48% | 50 |
|
|
2023
Q3 | $3.92M | Sell |
7,775
-149
| -2% | -$75.1K | 0.51% | 50 |
|
|
2023
Q2 | $3.81M | Sell |
7,924
-32
| -0.4% | -$15.4K | 0.47% | 54 |
|
|
2023
Q1 | $3.76M | Sell |
7,956
-78
| -1% | -$36.9K | 0.51% | 52 |
|
|
2022
Q4 | $4.26M | Buy |
8,034
+235
| +3% | +$125K | 0.64% | 42 |
|
|
2022
Q3 | $3.94M | Buy |
7,799
+54
| +0.7% | +$27.3K | 0.65% | 42 |
|
|
2022
Q2 | $3.98M | Buy |
7,745
+427
| +6% | +$219K | 0.64% | 40 |
|
|
2022
Q1 | $3.73M | Buy |
7,318
+1,006
| +16% | +$513K | 0.54% | 52 |
|
|
2021
Q4 | $3.17M | Sell |
6,312
-144
| -2% | -$72.3K | 0.52% | 52 |
|
|
2021
Q3 | $2.52M | Sell |
6,456
-61
| -0.9% | -$23.8K | 0.59% | 44 |
|
|
2021
Q2 | $2.61M | Sell |
6,517
-155
| -2% | -$62.1K | 0.61% | 40 |
|
|
2021
Q1 | $2.48M | Sell |
6,672
-236
| -3% | -$87.8K | 0.7% | 36 |
|
|
2020
Q4 | $2.42M | Sell |
6,908
-174
| -2% | -$61K | 0.74% | 34 |
|
|
2020
Q3 | $2.21M | Buy |
7,082
+196
| +3% | +$61.1K | 0.77% | 33 |
|
|
2020
Q2 | $2.03M | Sell |
6,886
-100
| -1% | -$29.5K | 0.75% | 33 |
|
|
2020
Q1 | $1.74M | Buy |
6,986
+1,037
| +17% | +$259K | 0.85% | 30 |
|
|
2019
Q4 | $1.75M | Buy |
5,949
+23
| +0.4% | +$6.76K | 0.65% | 42 |
|
|
2019
Q3 | $1.29M | Buy |
5,926
+305
| +5% | +$66.3K | 0.54% | 58 |
|
|
2019
Q2 | $1.37M | Buy |
5,621
+115
| +2% | +$28.1K | 0.58% | 52 |
|
|
2019
Q1 | $1.36M | Buy |
5,506
+315
| +6% | +$77.9K | 0.61% | 50 |
|
|
2018
Q4 | $1.29M | Sell |
5,191
-220
| -4% | -$54.8K | 0.7% | 42 |
|
|
2018
Q3 | $1.44M | Sell |
5,411
-344
| -6% | -$91.5K | 0.71% | 41 |
|
|
2018
Q2 | $1.41M | Sell |
5,755
-130
| -2% | -$31.9K | 0.76% | 36 |
|
|
2018
Q1 | $1.26M | Sell |
5,885
-5
| -0.1% | -$1.07K | 0.71% | 43 |
|
|
2017
Q4 | $1.3M | Sell |
5,890
-25
| -0.4% | -$5.51K | 0.72% | 44 |
|
|
2017
Q3 | $1.16M | Buy |
5,915
+70
| +1% | +$13.7K | 0.67% | 47 |
|
|
2017
Q2 | $1.08M | Buy |
5,845
+135
| +2% | +$25K | 0.67% | 52 |
|
|
2017
Q1 | $936K | Sell |
5,710
-440
| -7% | -$72.1K | 0.65% | 53 |
|
|
2016
Q4 | $984K | Hold |
6,150
| – | – | 0.71% | 51 |
|
|
2016
Q3 | $861K | Sell |
6,150
-30
| -0.5% | -$4.2K | 0.65% | 53 |
|
|
2016
Q2 | $873K | Sell |
6,180
-75
| -1% | -$10.6K | 0.69% | 53 |
|
|
2016
Q1 | $806K | Buy |
6,255
+10
| +0.2% | +$1.29K | 0.72% | 51 |
|
|
2015
Q4 | $735K | Buy |
6,245
+10
| +0.2% | +$1.18K | 0.67% | 52 |
|
|
2015
Q3 | $723K | Sell |
6,235
-305
| -5% | -$35.4K | 0.7% | 48 |
|
|
2015
Q2 | $798K | Buy |
6,540
+1,025
| +19% | +$125K | 0.74% | 44 |
|
|
2015
Q1 | $652K | Buy |
+5,515
| New | +$652K | 0.58% | 56 |
|