PrairieView Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
1,506
+139
| +10% | +$43.3K | 0.05% | 92 |
|
|
2025
Q1 | $715K | Hold |
1,367
| – | – | 0.07% | 73 |
|
|
2024
Q4 | $691K | Sell |
1,367
-38
| -3% | -$19.2K | 0.07% | 74 |
|
|
2024
Q3 | $821K | Sell |
1,405
-184
| -12% | -$108K | 0.09% | 70 |
|
|
2024
Q2 | $809K | Buy |
1,589
+435
| +38% | +$221K | 0.09% | 70 |
|
|
2024
Q1 | $572K | Sell |
1,154
-1
| -0.1% | -$496 | 0.07% | 74 |
|
|
2023
Q4 | $608K | Sell |
1,155
-147
| -11% | -$77.4K | 0.08% | 68 |
|
|
2023
Q3 | $656K | Sell |
1,302
-31
| -2% | -$15.6K | 0.09% | 62 |
|
|
2023
Q2 | $640K | Buy |
1,333
+101
| +8% | +$48.5K | 0.08% | 69 |
|
|
2023
Q1 | $582K | Sell |
1,232
-116
| -9% | -$54.8K | 0.08% | 66 |
|
|
2022
Q4 | $714K | Sell |
1,348
-124
| -8% | -$65.7K | 0.11% | 58 |
|
|
2022
Q3 | $743K | Buy |
1,472
+20
| +1% | +$10.1K | 0.12% | 55 |
|
|
2022
Q2 | $746K | Buy |
1,452
+30
| +2% | +$15.4K | 0.12% | 61 |
|
|
2022
Q1 | $725K | Sell |
1,422
-119
| -8% | -$60.7K | 0.1% | 59 |
|
|
2021
Q4 | $774K | Buy |
1,541
+231
| +18% | +$116K | 0.11% | 52 |
|
|
2021
Q3 | $512K | Buy |
1,310
+1
| +0.1% | +$391 | 0.08% | 61 |
|
|
2021
Q2 | $524K | Hold |
1,309
| – | – | 0.08% | 61 |
|
|
2021
Q1 | $487K | Sell |
1,309
-272
| -17% | -$101K | 0.08% | 63 |
|
|
2020
Q4 | $554K | Sell |
1,581
-43
| -3% | -$15.1K | 0.1% | 56 |
|
|
2020
Q3 | $506K | Buy |
1,624
+1
| +0.1% | +$312 | 0.11% | 52 |
|
|
2020
Q2 | $479K | Hold |
1,623
| – | – | 0.11% | 52 |
|
|
2020
Q1 | $405K | Sell |
1,623
-48
| -3% | -$12K | 0.1% | 54 |
|
|
2019
Q4 | $491K | Sell |
1,671
-122
| -7% | -$35.8K | 0.11% | 57 |
|
|
2019
Q3 | $390K | Buy |
+1,793
| New | +$390K | 0.09% | 62 |
|
|
2018
Q2 | – | Sell |
-3,857
| Closed | -$825K | – | 64 |
|
|
2018
Q1 | $825K | Buy |
3,857
+1,875
| +95% | +$401K | 0.2% | 39 |
|
|
2017
Q4 | $437K | Buy |
+1,982
| New | +$437K | 0.12% | 47 |
|