Paces Ferry Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $272K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $285K | Sell |
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|
2024
Q4 | $282K | Sell |
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|
2024
Q3 | $328K | Buy |
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|
2024
Q2 | $273K | Sell |
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|
2024
Q1 | $274K | Sell |
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|
2023
Q4 | $295K | Buy |
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|
2023
Q3 | $278K | Buy |
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|
2023
Q2 | $252K | Buy |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q4 | $232K | Sell |
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|
2022
Q3 | $237K | Buy |
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|
2022
Q2 | $240K | Buy |
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|
2022
Q1 | $225K | Sell |
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|
2021
Q4 | $222K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $116K | Buy |
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