AEPWM
Atlantic Edge Private Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.4K | Sell |
232
-73
| -24% | -$22.8K | 0.02% | 179 |
|
|
2025
Q1 | $160K | Buy |
305
+25
| +9% | +$13.1K | 0.05% | 132 |
|
|
2024
Q4 | $142K | Sell |
280
-84
| -23% | -$42.5K | 0.04% | 142 |
|
|
2024
Q3 | $213K | Buy |
364
+52
| +17% | +$30.4K | 0.06% | 130 |
|
|
2024
Q2 | $159K | Hold |
312
| – | – | 0.05% | 136 |
|
|
2024
Q1 | $154K | Hold |
312
| – | – | 0.05% | 139 |
|
|
2023
Q4 | $164K | Buy |
+312
| New | +$164K | 0.07% | 132 |
|