Private Advisory Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $6.19M | Sell |
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|
2022
Q4 | $7.8M | Sell |
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|
2022
Q3 | $7.46M | Sell |
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|
2022
Q2 | $8.29M | Buy |
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|
2022
Q1 | $7.83M | Sell |
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|
2021
Q4 | $10M | Buy |
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|
2021
Q3 | $7.3M | Buy |
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|
2021
Q2 | $7.26M | Buy |
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|
2021
Q1 | $6.2M | Buy |
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|
2020
Q4 | $5.38M | Buy |
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|
2020
Q3 | $4.55M | Sell |
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|
2020
Q2 | $4.35M | Buy |
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|
2020
Q1 | $3.67M | Buy |
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|
2019
Q4 | $4.32M | Buy |
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|
2019
Q3 | $2.59M | Buy |
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|
2019
Q2 | $2.52M | Buy |
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|
2019
Q1 | $2.24M | Hold |
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|
2018
Q4 | $2.24M | Sell |
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|
2018
Q3 | $2.83M | Buy |
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|
2018
Q2 | $2.57M | Buy |
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|
2018
Q1 | $603K | Buy |
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|
2017
Q4 | $611K | Sell |
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|
2017
Q3 | $743K | Sell |
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|
2017
Q2 | $717K | Buy |
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|
2017
Q1 | $269K | Sell |
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|
2016
Q4 | $320K | Buy |
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