PCM
Pointe Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Sell |
1,453
-14
| -1% | -$4.37K | 0.24% | 98 |
|
|
2025
Q1 | $768K | Sell |
1,467
-106
| -7% | -$55.5K | 0.45% | 59 |
|
|
2024
Q4 | $796K | Buy |
1,573
+11
| +0.7% | +$5.56K | 0.46% | 57 |
|
|
2024
Q3 | $913K | Buy |
1,562
+89
| +6% | +$52K | 0.53% | 49 |
|
|
2024
Q2 | $750K | Buy |
1,473
+16
| +1% | +$8.15K | 0.47% | 54 |
|
|
2024
Q1 | $721K | Sell |
1,457
-81
| -5% | -$40.1K | 0.44% | 60 |
|
|
2023
Q4 | $810K | Sell |
1,538
-218
| -12% | -$115K | 0.56% | 44 |
|
|
2023
Q3 | $885K | Buy |
1,756
+6
| +0.3% | +$3.03K | 0.65% | 34 |
|
|
2023
Q2 | $841K | Buy |
1,750
+15
| +0.9% | +$7.21K | 0.64% | 36 |
|
|
2023
Q1 | $820K | Sell |
1,735
-112
| -6% | -$52.9K | 0.59% | 35 |
|
|
2022
Q4 | $979K | Sell |
1,847
-48
| -3% | -$25.4K | 0.75% | 26 |
|
|
2022
Q3 | $957K | Buy |
1,895
+13
| +0.7% | +$6.57K | 0.76% | 27 |
|
|
2022
Q2 | $967K | Hold |
1,882
| – | – | 0.72% | 30 |
|
|
2022
Q1 | $960K | Buy |
1,882
+25
| +1% | +$12.8K | 0.61% | 37 |
|
|
2021
Q4 | $932K | Hold |
1,857
| – | – | 0.57% | 38 |
|
|
2021
Q3 | $726K | Buy |
1,857
+20
| +1% | +$7.82K | 0.5% | 54 |
|
|
2021
Q2 | $736K | Buy |
1,837
+33
| +2% | +$13.2K | 0.52% | 51 |
|
|
2021
Q1 | $671K | Buy |
1,804
+25
| +1% | +$9.3K | 0.48% | 52 |
|
|
2020
Q4 | $624K | Sell |
1,779
-208
| -10% | -$73K | 0.53% | 50 |
|
|
2020
Q3 | $619K | Buy |
1,987
+32
| +2% | +$9.97K | 0.54% | 51 |
|
|
2020
Q2 | $577K | Sell |
1,955
-42
| -2% | -$12.4K | 0.52% | 51 |
|
|
2020
Q1 | $498K | Sell |
1,997
-66
| -3% | -$16.5K | 0.48% | 50 |
|
|
2019
Q4 | $606K | Hold |
2,063
| – | – | 0.51% | 55 |
|
|
2019
Q3 | $448K | Sell |
2,063
-14
| -0.7% | -$3.04K | 0.38% | 79 |
|
|
2019
Q2 | $505K | Buy |
2,077
+6
| +0.3% | +$1.46K | 0.42% | 67 |
|
|
2019
Q1 | $512K | Sell |
2,071
-12
| -0.6% | -$2.97K | 0.43% | 69 |
|
|
2018
Q4 | $519K | Sell |
2,083
-33
| -2% | -$8.22K | 0.5% | 57 |
|
|
2018
Q3 | $563K | Buy |
2,116
+188
| +10% | +$50K | 0.44% | 65 |
|
|
2018
Q2 | $473K | Sell |
1,928
-111
| -5% | -$27.2K | 0.41% | 71 |
|
|
2018
Q1 | $436K | Buy |
2,039
+17
| +0.8% | +$3.64K | 0.38% | 81 |
|
|
2017
Q4 | $446K | Sell |
2,022
-115
| -5% | -$25.4K | 0.36% | 84 |
|
|
2017
Q3 | $419K | Buy |
2,137
+22
| +1% | +$4.31K | 0.31% | 93 |
|
|
2017
Q2 | $392K | Buy |
+2,115
| New | +$392K | 0.28% | 102 |
|
|
2017
Q1 | – | Sell |
-5,950
| Closed | -$952K | – | 226 |
|
|
2016
Q4 | $952K | Buy |
+5,950
| New | +$952K | 0.54% | 43 |
|
|
2015
Q3 | – | Sell |
-1,910
| Closed | -$233K | – | 172 |
|
|
2015
Q2 | $233K | Buy |
1,910
+115
| +6% | +$14K | 0.1% | 153 |
|
|
2015
Q1 | $212K | Buy |
+1,795
| New | +$212K | 0.1% | 156 |
|