PFWA
Paces Ferry Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-545
| Closed | -$285K | – | 128 |
|
|
2025
Q1 | $285K | Sell |
545
-12
| -2% | -$6.29K | 0.14% | 95 |
|
|
2024
Q4 | $282K | Sell |
557
-4
| -0.7% | -$2.02K | 0.14% | 99 |
|
|
2024
Q3 | $328K | Buy |
561
+24
| +4% | +$14K | 0.19% | 83 |
|
|
2024
Q2 | $273K | Sell |
537
-16
| -3% | -$8.15K | 0.17% | 89 |
|
|
2024
Q1 | $274K | Sell |
553
-8
| -1% | -$3.96K | 0.18% | 91 |
|
|
2023
Q4 | $295K | Buy |
561
+10
| +2% | +$5.27K | 0.21% | 89 |
|
|
2023
Q3 | $278K | Buy |
551
+26
| +5% | +$13.1K | 0.22% | 87 |
|
|
2023
Q2 | $252K | Buy |
525
+34
| +7% | +$16.3K | 0.19% | 93 |
|
|
2023
Q1 | $232K | Buy |
491
+53
| +12% | +$25K | 0.19% | 100 |
|
|
2022
Q4 | $232K | Sell |
438
-31
| -7% | -$16.4K | 0.23% | 93 |
|
|
2022
Q3 | $237K | Buy |
469
+1
| +0.2% | +$505 | 0.26% | 81 |
|
|
2022
Q2 | $240K | Buy |
468
+27
| +6% | +$13.8K | 0.24% | 90 |
|
|
2022
Q1 | $225K | Sell |
441
-1
| -0.2% | -$510 | 0.18% | 108 |
|
|
2021
Q4 | $222K | Buy |
+442
| New | +$222K | 0.16% | 106 |
|
|
2020
Q4 | – | Sell |
-371
| Closed | -$116K | – | 1050 |
|
|
2020
Q3 | $116K | Buy |
+371
| New | +$116K | 0.1% | 145 |
|