PGAM
Princeton Global Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Buy |
474
+233
| +97% | +$72.6K | 0.03% | 213 |
|
|
2025
Q1 | $126K | Sell |
241
-23,110
| -99% | -$12.1M | 0.03% | 214 |
|
|
2024
Q4 | $11.8M | Buy |
23,351
+183
| +0.8% | +$92.6K | 2.21% | 9 |
|
|
2024
Q3 | $13.5M | Buy |
23,168
+708
| +3% | +$414K | 2.63% | 6 |
|
|
2024
Q2 | $11.4M | Buy |
22,460
+879
| +4% | +$448K | 2.52% | 7 |
|
|
2024
Q1 | $10.7M | Buy |
21,581
+30
| +0.1% | +$14.8K | 2.54% | 7 |
|
|
2023
Q4 | $11.3M | Buy |
21,551
+531
| +3% | +$280K | 2.85% | 5 |
|
|
2023
Q3 | $10.6M | Buy |
21,020
+1,145
| +6% | +$577K | 3.01% | 4 |
|
|
2023
Q2 | $9.55M | Sell |
19,875
-378
| -2% | -$182K | 2.79% | 4 |
|
|
2023
Q1 | $9.57M | Buy |
20,253
+1,364
| +7% | +$645K | 2.75% | 4 |
|
|
2022
Q4 | $10M | Buy |
18,889
+46
| +0.2% | +$24.4K | 3.24% | 3 |
|
|
2022
Q3 | $9.52M | Sell |
18,843
-20
| -0.1% | -$10.1K | 3.32% | 3 |
|
|
2022
Q2 | $9.69M | Buy |
18,863
+28
| +0.1% | +$14.4K | 3.13% | 3 |
|
|
2022
Q1 | $9.61M | Buy |
18,835
+404
| +2% | +$206K | 2.67% | 5 |
|
|
2021
Q4 | $9.26M | Buy |
18,431
+213
| +1% | +$107K | 2.59% | 5 |
|
|
2021
Q3 | $7.12M | Buy |
18,218
+11
| +0.1% | +$4.3K | 2.17% | 7 |
|
|
2021
Q2 | $7.29M | Buy |
18,207
+59
| +0.3% | +$23.6K | 2.22% | 6 |
|
|
2021
Q1 | $6.75M | Buy |
18,148
+55
| +0.3% | +$20.5K | 2.18% | 5 |
|
|
2020
Q4 | $6.35M | Sell |
18,093
-82
| -0.5% | -$28.8K | 2.22% | 6 |
|
|
2020
Q3 | $5.67M | Sell |
18,175
-4,545
| -20% | -$1.42M | 2.29% | 4 |
|
|
2020
Q2 | $6.7M | Buy |
22,720
+1,552
| +7% | +$458K | 2.09% | 3 |
|
|
2020
Q1 | $5.28M | Buy |
21,168
+1,980
| +10% | +$494K | 2.34% | 4 |
|
|
2019
Q4 | $5.64K | Buy |
19,188
+3,195
| +20% | +$939 | 2.28% | 7 |
|
|
2019
Q3 | $3.47M | Buy |
15,993
+1,411
| +10% | +$306K | 1.98% | 10 |
|
|
2019
Q2 | $3.56M | Buy |
14,582
+7,454
| +105% | +$1.82M | 2.14% | 8 |
|
|
2019
Q1 | $1.76M | Buy |
7,128
+376
| +6% | +$92.9K | 1.21% | 26 |
|
|
2018
Q4 | $1.68M | Buy |
+6,752
| New | +$1.68M | 1.48% | 18 |
|