PA
Probity Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-624
| Closed | -$327K | – | 237 |
|
|
2025
Q1 | $327K | Sell |
624
-224
| -26% | -$117K | 0.06% | 184 |
|
|
2024
Q4 | $429K | Buy |
848
+264
| +45% | +$134K | 0.08% | 160 |
|
|
2024
Q3 | $341K | Sell |
584
-8
| -1% | -$4.68K | 0.07% | 185 |
|
|
2024
Q2 | $301K | Buy |
592
+9
| +2% | +$4.58K | 0.06% | 185 |
|
|
2024
Q1 | $288K | Hold |
583
| – | – | 0.06% | 189 |
|
|
2023
Q4 | $307K | Hold |
583
| – | – | 0.07% | 179 |
|
|
2023
Q3 | $294K | Hold |
583
| – | – | 0.07% | 154 |
|
|
2023
Q2 | $280K | Buy |
+583
| New | +$280K | 0.06% | 163 |
|
|
2022
Q4 | $347K | Sell |
655
-24
| -4% | -$12.7K | 0.08% | 147 |
|
|
2022
Q3 | $343K | Hold |
679
| – | – | 0.09% | 140 |
|
|
2022
Q2 | $349K | Sell |
679
-10
| -1% | -$5.14K | 0.08% | 145 |
|
|
2022
Q1 | $351K | Sell |
689
-40
| -5% | -$20.4K | 0.07% | 155 |
|
|
2021
Q4 | $366K | Sell |
729
-2
| -0.3% | -$1K | 0.07% | 155 |
|
|
2021
Q3 | $286K | Sell |
731
-7
| -0.9% | -$2.74K | 0.06% | 180 |
|
|
2021
Q2 | $296K | Sell |
738
-18
| -2% | -$7.22K | 0.06% | 169 |
|
|
2021
Q1 | $281K | Buy |
+756
| New | +$281K | 0.06% | 168 |
|