PSI 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 | – | Sell |
-482
| Closed | -$252K | – | 649 |
|
|
2025
Q1 | $252K | Sell |
482
-75
| -13% | -$39.3K | 0.08% | 108 |
|
|
2024
Q4 | $282K | Buy |
557
+226
| +68% | +$114K | 0.08% | 107 |
|
|
2024
Q3 | $193K | Sell |
331
-24
| -7% | -$14K | 0.06% | 130 |
|
|
2024
Q2 | $180K | Buy |
355
+101
| +40% | +$51.3K | 0.06% | 129 |
|
|
2024
Q1 | $126K | Sell |
254
-5
| -2% | -$2.47K | 0.05% | 158 |
|
|
2023
Q4 | $136K | Sell |
259
-68
| -21% | -$35.7K | 0.05% | 156 |
|
|
2023
Q3 | $165K | Buy |
327
+46
| +16% | +$23.2K | 0.07% | 139 |
|
|
2023
Q2 | $135K | Buy |
281
+115
| +69% | +$55.3K | 0.06% | 147 |
|
|
2023
Q1 | $78.3K | Buy |
166
+50
| +43% | +$23.6K | 0.04% | 179 |
|
|
2022
Q4 | $61.3K | Buy |
116
+1
| +0.9% | +$528 | 0.03% | 194 |
|
|
2022
Q3 | $58K | Sell |
115
-220
| -66% | -$111K | 0.03% | 208 |
|
|
2022
Q2 | $172K | Buy |
335
+1
| +0.3% | +$513 | 0.08% | 131 |
|
|
2022
Q1 | $170K | Buy |
334
+1
| +0.3% | +$509 | 0.07% | 147 |
|
|
2021
Q4 | $167K | Buy |
333
+1
| +0.3% | +$502 | 0.07% | 160 |
|
|
2021
Q3 | $130K | Buy |
+332
| New | +$130K | 0.06% | 172 |
|
|
2021
Q1 | – | Sell |
-787
| Closed | -$276K | – | 144 |
|
|
2020
Q4 | $276K | Buy |
787
+2
| +0.3% | +$701 | 0.19% | 100 |
|
|
2020
Q3 | $245K | Buy |
785
+2
| +0.3% | +$624 | 0.19% | 101 |
|
|
2020
Q2 | $231K | Buy |
+783
| New | +$231K | 0.19% | 99 |
|
|
2020
Q1 | – | Sell |
-700
| Closed | -$205K | – | 556 |
|
|
2019
Q4 | $205K | Buy |
+700
| New | +$205K | 0.13% | 126 |
|