APWA
Atlas Private Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Sell |
1,719
-72
| -4% | -$22.5K | 0.07% | 117 |
|
|
2025
Q1 | $938K | Buy |
1,791
+111
| +7% | +$58.2K | 0.13% | 82 |
|
|
2024
Q4 | $849K | Sell |
1,680
-45
| -3% | -$22.8K | 0.12% | 78 |
|
|
2024
Q3 | $1.01M | Sell |
1,725
-32
| -2% | -$18.7K | 0.15% | 68 |
|
|
2024
Q2 | $895K | Buy |
1,757
+879
| +100% | +$448K | 0.15% | 67 |
|
|
2024
Q1 | $434K | Sell |
878
-874
| -50% | -$432K | 0.15% | 67 |
|
|
2023
Q4 | $923K | Buy |
1,752
+19
| +1% | +$10K | 0.17% | 57 |
|
|
2023
Q3 | $873K | Buy |
1,733
+1,003
| +137% | +$505K | 0.17% | 79 |
|
|
2023
Q2 | $351K | Buy |
+730
| New | +$351K | 0.07% | 133 |
|
|
2021
Q4 | – | Sell |
-82
| Closed | -$32K | – | 665 |
|
|
2021
Q3 | $32K | Sell |
82
-7
| -8% | -$2.73K | 0.02% | 288 |
|
|
2021
Q2 | $36K | Sell |
89
-6
| -6% | -$2.43K | 0.02% | 270 |
|
|
2021
Q1 | $35K | Buy |
95
+30
| +46% | +$11.1K | 0.02% | 280 |
|
|
2020
Q4 | $23K | Hold |
65
| – | – | 0.02% | 315 |
|
|
2020
Q3 | $20K | Hold |
65
| – | – | 0.02% | 308 |
|
|
2020
Q2 | $19K | Buy |
+65
| New | +$19K | 0.02% | 326 |
|