PAG
Private Advisory Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Buy |
+41,875
| New | +$13.1M | 1.18% | 22 |
|
|
2023
Q2 | – | Sell |
-13,096
| Closed | -$6.19M | – | 234 |
|
|
2023
Q1 | $6.19M | Sell |
13,096
-1,608
| -11% | -$760K | 1.32% | 24 |
|
|
2022
Q4 | $7.8M | Sell |
14,704
-60
| -0.4% | -$31.8K | 1.71% | 14 |
|
|
2022
Q3 | $7.46M | Sell |
14,764
-1,383
| -9% | -$699K | 1.7% | 14 |
|
|
2022
Q2 | $8.29M | Buy |
16,147
+786
| +5% | +$404K | 1.88% | 18 |
|
|
2022
Q1 | $7.83M | Sell |
15,361
-4,572
| -23% | -$2.33M | 1.53% | 17 |
|
|
2021
Q4 | $10M | Buy |
19,933
+1,257
| +7% | +$631K | 1.89% | 17 |
|
|
2021
Q3 | $7.3M | Buy |
18,676
+554
| +3% | +$216K | 1.78% | 16 |
|
|
2021
Q2 | $7.26M | Buy |
18,122
+1,447
| +9% | +$579K | 1.83% | 18 |
|
|
2021
Q1 | $6.2M | Buy |
16,675
+1,340
| +9% | +$499K | 1.78% | 19 |
|
|
2020
Q4 | $5.38M | Buy |
15,335
+735
| +5% | +$258K | 1.78% | 19 |
|
|
2020
Q3 | $4.55M | Sell |
14,600
-163
| -1% | -$50.8K | 1.83% | 21 |
|
|
2020
Q2 | $4.35M | Buy |
14,763
+32
| +0.2% | +$9.44K | 1.78% | 16 |
|
|
2020
Q1 | $3.67M | Buy |
14,731
+27
| +0.2% | +$6.73K | 1.87% | 18 |
|
|
2019
Q4 | $4.32M | Buy |
14,704
+2,803
| +24% | +$824K | 1.73% | 21 |
|
|
2019
Q3 | $2.59M | Buy |
11,901
+1,588
| +15% | +$345K | 1.14% | 40 |
|
|
2019
Q2 | $2.52M | Buy |
10,313
+1,319
| +15% | +$322K | 1.15% | 34 |
|
|
2019
Q1 | $2.24M | Hold |
8,994
| – | – | 1.26% | 33 |
|
|
2018
Q4 | $2.24M | Sell |
8,994
-1,593
| -15% | -$397K | 1.26% | 33 |
|
|
2018
Q3 | $2.83M | Buy |
10,587
+97
| +0.9% | +$25.9K | 1.44% | 20 |
|
|
2018
Q2 | $2.57M | Buy |
10,490
+7,674
| +273% | +$1.88M | 1.29% | 26 |
|
|
2018
Q1 | $603K | Buy |
2,816
+43
| +2% | +$9.21K | 0.37% | 66 |
|
|
2017
Q4 | $611K | Sell |
2,773
-1,020
| -27% | -$225K | 0.33% | 76 |
|
|
2017
Q3 | $743K | Sell |
3,793
-78
| -2% | -$15.3K | 0.44% | 54 |
|
|
2017
Q2 | $717K | Buy |
3,871
+2,234
| +136% | +$414K | 0.43% | 56 |
|
|
2017
Q1 | $269K | Sell |
1,637
-364
| -18% | -$59.8K | 0.18% | 111 |
|
|
2016
Q4 | $320K | Buy |
+2,001
| New | +$320K | 0.22% | 94 |
|