PCG Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-470
| Closed | -$249K | – | 121 |
|
|
2022
Q4 | $249K | Sell |
470
-454
| -49% | -$241K | 0.16% | 88 |
|
|
2022
Q3 | $466K | Buy |
924
+462
| +100% | +$233K | 0.17% | 77 |
|
|
2022
Q2 | $237K | Sell |
462
-112
| -20% | -$57.5K | 0.17% | 76 |
|
|
2022
Q1 | $293K | Sell |
574
-104
| -15% | -$53.1K | 0.19% | 68 |
|
|
2021
Q4 | $341K | Buy |
+678
| New | +$341K | 0.24% | 60 |
|