PIAS
PCA Investment Advisory Services’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-494
| Closed | -$250K | – | 133 |
|
|
2024
Q4 | $250K | Buy |
494
+5
| +1% | +$2.53K | 0.12% | 114 |
|
|
2024
Q3 | $286K | Buy |
489
+79
| +19% | +$46.2K | 0.13% | 103 |
|
|
2024
Q2 | $209K | Buy |
+410
| New | +$209K | 0.11% | 131 |
|
|
2023
Q3 | – | Sell |
-344
| Closed | -$165K | – | 394 |
|
|
2023
Q2 | $165K | Buy |
+344
| New | +$165K | 0.1% | 134 |
|