PEA
Park Edge Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Buy |
1,147
+131
| +13% | +$40.9K | 0.09% | 105 |
|
|
2025
Q1 | $532K | Buy |
1,016
+182
| +22% | +$95.3K | 0.15% | 86 |
|
|
2024
Q4 | $422K | Sell |
834
-110
| -12% | -$55.7K | 0.12% | 95 |
|
|
2024
Q3 | $552K | Sell |
944
-440
| -32% | -$257K | 0.16% | 89 |
|
|
2024
Q2 | $705K | Sell |
1,384
-167
| -11% | -$85.1K | 0.22% | 73 |
|
|
2024
Q1 | $767K | Buy |
1,551
+986
| +175% | +$488K | 0.21% | 65 |
|
|
2023
Q4 | $297K | Buy |
565
+65
| +13% | +$34.2K | 0.1% | 96 |
|
|
2023
Q3 | $252K | Hold |
500
| – | – | 0.09% | 92 |
|
|
2023
Q2 | $240K | Buy |
500
+3
| +0.6% | +$1.44K | 0.08% | 92 |
|
|
2023
Q1 | $235K | Sell |
497
-8
| -2% | -$3.78K | 0.09% | 90 |
|
|
2022
Q4 | $268K | Buy |
+505
| New | +$268K | 0.12% | 78 |
|