PPW
Pasadena Private Wealth’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
1,068
+150
| +16% | +$46.8K | 0.06% | 139 |
|
|
2025
Q1 | $481K | Buy |
918
+63
| +7% | +$33K | 0.09% | 105 |
|
|
2024
Q4 | $432K | Buy |
855
+4
| +0.5% | +$2.02K | 0.09% | 97 |
|
|
2024
Q3 | $497K | Buy |
851
+3
| +0.4% | +$1.75K | 0.11% | 87 |
|
|
2024
Q2 | $432K | Hold |
848
| – | – | 0.1% | 88 |
|
|
2024
Q1 | $419K | Hold |
848
| – | – | 0.1% | 89 |
|
|
2023
Q4 | $446K | Hold |
848
| – | – | 0.11% | 84 |
|
|
2023
Q3 | $427K | Hold |
848
| – | – | 0.13% | 57 |
|
|
2023
Q2 | $407K | Hold |
848
| – | – | 0.11% | 61 |
|
|
2023
Q1 | $401K | Hold |
848
| – | – | 0.12% | 63 |
|
|
2022
Q4 | $449K | Sell |
848
-19
| -2% | -$10.1K | 0.14% | 53 |
|
|
2022
Q3 | $438K | Hold |
867
| – | – | 0.15% | 45 |
|
|
2022
Q2 | $445K | Sell |
867
-12
| -1% | -$6.16K | 0.15% | 47 |
|
|
2022
Q1 | $448K | Buy |
879
+12
| +1% | +$6.12K | 0.15% | 49 |
|
|
2021
Q4 | $435K | Buy |
+867
| New | +$435K | 0.14% | 59 |
|