APWM
Atlas Private Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.9M | Buy |
7,886
+632
| +9% | +$313K | 1.64% | 17 |
|
|
2023
Q4 | $3.82M | Buy |
7,254
+456
| +7% | +$240K | 1.8% | 14 |
|
|
2023
Q3 | $3.43M | Buy |
6,798
+122
| +2% | +$61.5K | 1.84% | 12 |
|
|
2023
Q2 | $3.21M | Buy |
6,676
+464
| +7% | +$223K | 1.69% | 13 |
|
|
2023
Q1 | $2.94M | Sell |
6,212
-100
| -2% | -$47.3K | 1.76% | 13 |
|
|
2022
Q4 | $3.35M | Buy |
6,312
+414
| +7% | +$220K | 1.54% | 11 |
|
|
2022
Q3 | $2.98M | Buy |
5,898
+131
| +2% | +$66.2K | 2.16% | 12 |
|
|
2022
Q2 | $2.96M | Sell |
5,767
-383
| -6% | -$197K | 2.02% | 13 |
|
|
2022
Q1 | $3.14M | Buy |
6,150
+153
| +3% | +$78K | 1.82% | 14 |
|
|
2021
Q4 | $3.01M | Sell |
5,997
-204
| -3% | -$102K | 1.68% | 15 |
|
|
2021
Q3 | $2.42M | Buy |
6,201
+74
| +1% | +$28.9K | 1.48% | 18 |
|
|
2021
Q2 | $2.45M | Buy |
6,127
+62
| +1% | +$24.8K | 1.51% | 18 |
|
|
2021
Q1 | $2.26M | Sell |
6,065
-11
| -0.2% | -$4.09K | 1.44% | 16 |
|
|
2020
Q4 | $2.13M | Sell |
6,076
-266
| -4% | -$93.3K | 1.52% | 19 |
|
|
2020
Q3 | $1.98M | Buy |
6,342
+186
| +3% | +$58K | 1.55% | 17 |
|
|
2020
Q2 | $1.82M | Sell |
6,156
-19
| -0.3% | -$5.61K | 1.46% | 18 |
|
|
2020
Q1 | $1.54M | Buy |
6,175
+624
| +11% | +$156K | 1.42% | 16 |
|
|
2019
Q4 | $1.63M | Buy |
+5,551
| New | +$1.63M | 1.25% | 23 |
|