Prudent Man 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 | $1.14M | Buy |
3,659
+932
| +34% | +$291K | 0.36% | 67 |
|
|
2025
Q1 | $1.43M | Buy |
2,727
+43
| +2% | +$22.5K | 0.52% | 35 |
|
|
2024
Q4 | $1.36M | Sell |
2,684
-279
| -9% | -$141K | 0.49% | 37 |
|
|
2024
Q3 | $1.73M | Buy |
2,963
+658
| +29% | +$385K | 0.58% | 28 |
|
|
2024
Q2 | $1.17M | Buy |
2,305
+88
| +4% | +$44.8K | 0.42% | 52 |
|
|
2024
Q1 | $1.1M | Sell |
2,217
-97
| -4% | -$48K | 0.41% | 57 |
|
|
2023
Q4 | $1.22M | Sell |
2,314
-32
| -1% | -$16.8K | 0.45% | 45 |
|
|
2023
Q3 | $1.18M | Sell |
2,346
-84
| -3% | -$42.4K | 0.47% | 41 |
|
|
2023
Q2 | $1.17M | Sell |
2,430
-49
| -2% | -$23.6K | 0.44% | 44 |
|
|
2023
Q1 | $1.17M | Sell |
2,479
-12
| -0.5% | -$5.67K | 0.46% | 45 |
|
|
2022
Q4 | $1.32M | Buy |
2,491
+512
| +26% | +$272K | 0.53% | 38 |
|
|
2022
Q3 | $999K | Sell |
1,979
-10
| -0.5% | -$5.05K | 0.47% | 39 |
|
|
2022
Q2 | $1.02M | Sell |
1,989
-12
| -0.6% | -$6.17K | 0.48% | 39 |
|
|
2022
Q1 | $1.02M | Sell |
2,001
-71
| -3% | -$36.2K | 0.41% | 48 |
|
|
2021
Q4 | $1.04M | Sell |
2,072
-45
| -2% | -$22.6K | 0.4% | 51 |
|
|
2021
Q3 | $827K | Sell |
2,117
-21
| -1% | -$8.2K | 0.31% | 61 |
|
|
2021
Q2 | $856K | Buy |
2,138
+93
| +5% | +$37.2K | 0.33% | 62 |
|
|
2021
Q1 | $761K | Buy |
2,045
+59
| +3% | +$22K | 0.32% | 65 |
|
|
2020
Q4 | $696K | Sell |
1,986
-90
| -4% | -$31.5K | 0.29% | 64 |
|
|
2020
Q3 | $647K | Buy |
2,076
+135
| +7% | +$42.1K | 0.34% | 65 |
|
|
2020
Q2 | $572K | Buy |
+1,941
| New | +$572K | 0.51% | 55 |
|