PAM
Private Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-489
| Closed | -$247K | – | 138 |
|
|
2022
Q3 | $247K | Sell |
489
-100
| -17% | -$50.5K | 0.04% | 121 |
|
|
2022
Q2 | $303K | Sell |
589
-50
| -8% | -$25.7K | 0.05% | 115 |
|
|
2022
Q1 | $326K | Sell |
639
-200
| -24% | -$102K | 0.04% | 115 |
|
|
2021
Q4 | $421K | Sell |
839
-106
| -11% | -$53.2K | 0.05% | 107 |
|
|
2021
Q3 | $370K | Hold |
945
| – | – | 0.05% | 112 |
|
|
2021
Q2 | $379K | Sell |
945
-175
| -16% | -$70.2K | 0.05% | 118 |
|
|
2021
Q1 | $417K | Sell |
1,120
-133
| -11% | -$49.5K | 0.06% | 109 |
|
|
2020
Q4 | $439K | Hold |
1,253
| – | – | 0.07% | 104 |
|
|
2020
Q3 | $391K | Hold |
1,253
| – | – | 0.07% | 103 |
|
|
2020
Q2 | $370K | Hold |
1,253
| – | – | 0.07% | 101 |
|
|
2020
Q1 | $312K | Sell |
1,253
-70
| -5% | -$17.4K | 0.07% | 99 |
|
|
2019
Q4 | $389K | Hold |
1,323
| – | – | 0.06% | 102 |
|
|
2019
Q3 | $288K | Buy |
1,323
+400
| +43% | +$87.1K | 0.05% | 115 |
|
|
2019
Q2 | $225K | Hold |
923
| – | – | 0.04% | 124 |
|
|
2019
Q1 | $228K | Buy |
+923
| New | +$228K | 0.04% | 119 |
|