PAI
Pittenger & Anderson Inc’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-41,274
| Closed | -$21.6M | – | 444 |
|
|
2025
Q1 | $21.6M | Sell |
41,274
-1,360
| -3% | -$712K | 0.79% | 29 |
|
|
2024
Q4 | $21.6M | Buy |
42,634
+136
| +0.3% | +$68.8K | 0.78% | 28 |
|
|
2024
Q3 | $24.8M | Buy |
42,498
+628
| +1% | +$367K | 0.93% | 24 |
|
|
2024
Q2 | $21.3M | Sell |
41,870
-163
| -0.4% | -$83K | 0.88% | 27 |
|
|
2024
Q1 | $20.8M | Buy |
42,033
+142
| +0.3% | +$70.2K | 0.84% | 28 |
|
|
2023
Q4 | $22.1M | Sell |
41,891
-113
| -0.3% | -$59.5K | 0.99% | 24 |
|
|
2023
Q3 | $21.2M | Sell |
42,004
-569
| -1% | -$287K | 1.07% | 20 |
|
|
2023
Q2 | $20.5M | Buy |
42,573
+825
| +2% | +$397K | 0.98% | 21 |
|
|
2023
Q1 | $19.7M | Buy |
41,748
+777
| +2% | +$367K | 1.02% | 19 |
|
|
2022
Q4 | $21.7M | Buy |
40,971
+932
| +2% | +$494K | 1.19% | 13 |
|
|
2022
Q3 | $20.2M | Buy |
40,039
+1,336
| +3% | +$675K | 1.21% | 15 |
|
|
2022
Q2 | $19.9M | Buy |
38,703
+2,634
| +7% | +$1.35M | 1.16% | 18 |
|
|
2022
Q1 | $18.4M | Buy |
36,069
+1,777
| +5% | +$906K | 0.9% | 28 |
|
|
2021
Q4 | $17.2M | Buy |
34,292
+2,037
| +6% | +$1.02M | 0.8% | 39 |
|
|
2021
Q3 | $12.6M | Buy |
32,255
+1,818
| +6% | +$710K | 0.63% | 48 |
|
|
2021
Q2 | $12.2M | Buy |
30,437
+58
| +0.2% | +$23.2K | 0.62% | 46 |
|
|
2021
Q1 | $11.3M | Buy |
30,379
+45
| +0.1% | +$16.7K | 0.61% | 44 |
|
|
2020
Q4 | $10.6M | Buy |
30,334
+216
| +0.7% | +$75.8K | 0.6% | 45 |
|
|
2020
Q3 | $9.39M | Buy |
30,118
+176
| +0.6% | +$54.9K | 0.6% | 48 |
|
|
2020
Q2 | $8.83M | Buy |
29,942
+129
| +0.4% | +$38K | 0.62% | 44 |
|
|
2020
Q1 | $7.44M | Sell |
29,813
-302
| -1% | -$75.3K | 0.63% | 37 |
|
|
2019
Q4 | $8.85M | Buy |
30,115
+170
| +0.6% | +$50K | 0.59% | 40 |
|
|
2019
Q3 | $6.51M | Buy |
29,945
+360
| +1% | +$78.2K | 0.47% | 62 |
|
|
2019
Q2 | $7.22M | Buy |
29,585
+480
| +2% | +$117K | 0.54% | 51 |
|
|
2019
Q1 | $7.2M | Buy |
29,105
+750
| +3% | +$185K | 0.56% | 48 |
|
|
2018
Q4 | $7.06M | Buy |
28,355
+70
| +0.2% | +$17.4K | 0.65% | 42 |
|
|
2018
Q3 | $7.53M | Buy |
28,285
+25
| +0.1% | +$6.65K | 0.59% | 41 |
|
|
2018
Q2 | $6.93M | Sell |
28,260
-145
| -0.5% | -$35.6K | 0.59% | 42 |
|
|
2018
Q1 | $6.08M | Sell |
28,405
-371
| -1% | -$79.4K | 0.53% | 50 |
|
|
2017
Q4 | $6.34M | Buy |
28,776
+515
| +2% | +$114K | 0.56% | 48 |
|
|
2017
Q3 | $5.54M | Sell |
28,261
-535
| -2% | -$105K | 0.5% | 51 |
|
|
2017
Q2 | $5.34M | Buy |
28,796
+246
| +0.9% | +$45.6K | 0.51% | 48 |
|
|
2017
Q1 | $4.68M | Buy |
28,550
+790
| +3% | +$130K | 0.47% | 56 |
|
|
2016
Q4 | $4.44M | Buy |
27,760
+1,385
| +5% | +$222K | 0.47% | 54 |
|
|
2016
Q3 | $3.69M | Buy |
26,375
+2,060
| +8% | +$288K | 0.41% | 65 |
|
|
2016
Q2 | $3.43M | Buy |
24,315
+365
| +2% | +$51.5K | 0.38% | 70 |
|
|
2016
Q1 | $3.09M | Sell |
23,950
-95
| -0.4% | -$12.2K | 0.36% | 73 |
|
|
2015
Q4 | $2.83M | Buy |
24,045
+4,040
| +20% | +$475K | 0.35% | 75 |
|
|
2015
Q3 | $2.32M | Buy |
20,005
+2,630
| +15% | +$305K | 0.31% | 89 |
|
|
2015
Q2 | $2.12M | Buy |
17,375
+5,325
| +44% | +$650K | 0.27% | 103 |
|
|
2015
Q1 | $1.43M | Buy |
12,050
+9,490
| +371% | +$1.12M | 0.18% | 132 |
|
|
2014
Q4 | $259K | Buy |
+2,560
| New | +$259K | 0.03% | 233 |
|