APW
Acima Private Wealth’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Hold |
538
| – | – | 0.06% | 121 |
|
|
2025
Q1 | $282K | Hold |
538
| – | – | 0.1% | 103 |
|
|
2024
Q4 | $272K | Hold |
538
| – | – | 0.09% | 108 |
|
|
2024
Q3 | $315K | Hold |
538
| – | – | 0.11% | 104 |
|
|
2024
Q2 | $274K | Hold |
538
| – | – | 0.1% | 104 |
|
|
2024
Q1 | $266K | Sell |
538
-20
| -4% | -$9.89K | 0.1% | 112 |
|
|
2023
Q4 | $294K | Sell |
558
-17
| -3% | -$8.95K | 0.11% | 107 |
|
|
2023
Q3 | $290K | Hold |
575
| – | – | 0.13% | 111 |
|
|
2023
Q2 | $276K | Sell |
575
-26
| -4% | -$12.5K | 0.13% | 110 |
|
|
2023
Q1 | $284K | Buy |
601
+24
| +4% | +$11.3K | 0.14% | 109 |
|
|
2022
Q4 | $306K | Hold |
577
| – | – | 0.16% | 101 |
|
|
2022
Q3 | $291K | Hold |
577
| – | – | 0.15% | 97 |
|
|
2022
Q2 | $296K | Hold |
577
| – | – | 0.15% | 102 |
|
|
2022
Q1 | $294K | Hold |
577
| – | – | 0.14% | 111 |
|
|
2021
Q4 | $290K | Hold |
577
| – | – | 0.12% | 114 |
|
|
2021
Q3 | $225K | Hold |
577
| – | – | 0.1% | 119 |
|
|
2021
Q2 | $231K | Sell |
577
-30
| -5% | -$12K | 0.11% | 118 |
|
|
2021
Q1 | $226K | Sell |
607
-64
| -10% | -$23.8K | 0.11% | 116 |
|
|
2020
Q4 | $235K | Hold |
671
| – | – | 0.12% | 112 |
|
|
2020
Q3 | $209K | Hold |
671
| – | – | 0.13% | 110 |
|
|
2020
Q2 | $198K | Hold |
671
| – | – | 0.13% | 118 |
|
|
2020
Q1 | $167K | Hold |
671
| – | – | 0.13% | 121 |
|
|
2019
Q4 | $197K | Hold |
671
| – | – | 0.14% | 137 |
|
|
2019
Q3 | $145K | Hold |
671
| – | – | 0.11% | 146 |
|
|
2019
Q2 | $164K | Hold |
671
| – | – | 0.13% | 134 |
|
|
2019
Q1 | $166K | Buy |
671
+159
| +31% | +$39.3K | 0.14% | 129 |
|
|
2018
Q4 | $128K | Buy |
+512
| New | +$128K | 0.13% | 137 |
|