CPA

Cowen Prime Advisors’s UnitedHealth UNH Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$248K	Hold	517	–	–	0.09%	77
2023 Q1	$254K	Buy	517 +17	+3%	+$8.35K	0.1%	78
2022 Q4	$265K	Hold	500	–	–	0.11%	74
2022 Q3	$253K	Hold	500	–	–	0.15%	67
2022 Q2	$257K	Hold	500	–	–	0.15%	67
2022 Q1	$255K	Hold	500	–	–	0.11%	80
2021 Q4	$251K	Hold	500	–	–	0.09%	75
2021 Q3	$195K	Hold	500	–	–	0.07%	82
2021 Q2	$200K	Hold	500	–	–	0.07%	78
2021 Q1	$186K	Hold	500	–	–	0.07%	80
2020 Q4	$175K	Hold	500	–	–	0.08%	74
2020 Q3	$156K	Hold	500	–	–	0.08%	77
2020 Q2	$257K	Hold	500	–	–	0.15%	67
2020 Q1	$125K	Hold	500	–	–	0.08%	81
2019 Q4	$147K	Hold	500	–	–	0.07%	80
2019 Q3	$109K	Hold	500	–	–	0.06%	87
2019 Q2	$122K	Hold	500	–	–	0.06%	86
2019 Q1	$124K	Hold	500	–	–	0.06%	82
2018 Q4	$125K	Hold	500	–	–	0.08%	82
2018 Q3	$133K	Hold	500	–	–	0.06%	98
2018 Q2	$123K	Hold	500	–	–	0.06%	96
2018 Q1	$107K	Hold	500	–	–	0.06%	102
2017 Q4	$110K	Hold	500	–	–	0.05%	111
2017 Q3	$98K	Hold	500	–	–	0.05%	105
2017 Q2	$93K	Hold	500	–	–	0.04%	110
2017 Q1	$82K	Hold	500	–	–	0.04%	114
2016 Q4	$80K	Sell	500 -2	-0.4%	-$320	0.04%	110
2016 Q3	$70K	Hold	502	–	–	0.03%	149
2016 Q2	$71K	Hold	502	–	–	0.03%	131
2016 Q1	$65K	Hold	502	–	–	0.03%	136
2015 Q4	$59K	Hold	502	–	–	0.03%	140
2015 Q3	$58K	Buy	502 +500	+25,000%	+$57.8K	0.03%	145
2015 Q2	$0	Sell	2 -50	-96%	–	﹤0.01%	296
2015 Q1	$6K	Hold	52	–	–	﹤0.01%	267
2014 Q4	$5K	Hold	52	–	–	﹤0.01%	282
2014 Q3	$4K	Hold	52	–	–	﹤0.01%	276
2014 Q2	$4K	Hold	52	–	–	﹤0.01%	239
2014 Q1	$4K	Buy	52 +50	+2,500%	+$3.85K	﹤0.01%	252
2013 Q4	$0	Hold	2	–	–	﹤0.01%	279
2013 Q3	$0	Hold	2	–	–	﹤0.01%	295
2013 Q2	$0	Buy	+2	New	–	﹤0.01%	275