Procyon Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Sell |
11,299
-9,627
| -46% | -$3M | 0.33% | 63 |
|
|
2025
Q1 | $11M | Sell |
20,926
-2,775
| -12% | -$1.45M | 0.66% | 34 |
|
|
2024
Q4 | $12M | Buy |
23,701
+2,780
| +13% | +$1.41M | 0.76% | 32 |
|
|
2024
Q3 | $12.2M | Sell |
20,921
-1,369
| -6% | -$800K | 0.84% | 28 |
|
|
2024
Q2 | $11.4M | Buy |
22,290
+257
| +1% | +$131K | 0.84% | 28 |
|
|
2024
Q1 | $10.9M | Buy |
22,033
+483
| +2% | +$239K | 0.84% | 21 |
|
|
2023
Q4 | $11.3M | Buy |
21,550
+749
| +4% | +$394K | 0.96% | 21 |
|
|
2023
Q3 | $10.5M | Buy |
20,801
+6,211
| +43% | +$3.13M | 1.08% | 19 |
|
|
2023
Q2 | $7.01M | Buy |
14,590
+3,868
| +36% | +$1.86M | 0.88% | 24 |
|
|
2023
Q1 | $5.07M | Buy |
10,722
+545
| +5% | +$258K | 0.84% | 27 |
|
|
2022
Q4 | $5.4M | Buy |
10,177
+2,564
| +34% | +$1.36M | 0.99% | 21 |
|
|
2022
Q3 | $3.85M | Buy |
7,613
+310
| +4% | +$157K | 0.94% | 22 |
|
|
2022
Q2 | $3.75M | Buy |
7,303
+1,091
| +18% | +$560K | 0.83% | 26 |
|
|
2022
Q1 | $3.17M | Buy |
6,212
+639
| +11% | +$326K | 0.65% | 34 |
|
|
2021
Q4 | $2.8M | Sell |
5,573
-40
| -0.7% | -$20.1K | 0.6% | 36 |
|
|
2021
Q3 | $2.19M | Buy |
5,613
+129
| +2% | +$50.4K | 0.56% | 39 |
|
|
2021
Q2 | $2.2M | Buy |
5,484
+624
| +13% | +$250K | 0.6% | 40 |
|
|
2021
Q1 | $1.81M | Buy |
4,860
+202
| +4% | +$75.1K | 0.81% | 32 |
|
|
2020
Q4 | $1.63M | Buy |
4,658
+152
| +3% | +$53.3K | 0.8% | 35 |
|
|
2020
Q3 | $1.41M | Buy |
4,506
+570
| +14% | +$178K | 0.78% | 35 |
|
|
2020
Q2 | $1.16M | Sell |
3,936
-756
| -16% | -$223K | 0.62% | 38 |
|
|
2020
Q1 | $1.17M | Buy |
4,692
+1,655
| +54% | +$413K | 0.78% | 30 |
|
|
2019
Q4 | $893K | Buy |
+3,037
| New | +$893K | 0.55% | 40 |
|