AWA
ARS Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.1M | Buy |
2,739
+2
| +0.1% | +$801 | 0.2% | 49 |
|
|
2021
Q1 | $1.02M | Sell |
2,737
-277
| -9% | -$103K | 0.22% | 46 |
|
|
2020
Q4 | $1.06M | Buy |
3,014
+105
| +4% | +$36.8K | 0.23% | 45 |
|
|
2020
Q3 | $907K | Sell |
2,909
-45
| -2% | -$14K | 0.25% | 38 |
|
|
2020
Q2 | $871K | Sell |
2,954
-63
| -2% | -$18.6K | 0.27% | 39 |
|
|
2020
Q1 | $752K | Buy |
3,017
+990
| +49% | +$247K | 0.32% | 42 |
|
|
2019
Q4 | $596K | Buy |
2,027
+995
| +96% | +$293K | 0.17% | 58 |
|
|
2019
Q3 | $224K | Buy |
+1,032
| New | +$224K | 0.07% | 100 |
|