PFG Private Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-27
| Closed | -$14.1K | – | 236 |
|
|
2025
Q1 | $14.1K | Buy |
27
+18
| +200% | +$9.43K | 0.01% | 125 |
|
|
2024
Q4 | $4.55K | Sell |
9
-2
| -18% | -$1.01K | ﹤0.01% | 157 |
|
|
2024
Q3 | $6.43K | Hold |
11
| – | – | ﹤0.01% | 150 |
|
|
2024
Q2 | $5.6K | Sell |
11
-80
| -88% | -$40.7K | ﹤0.01% | 152 |
|
|
2024
Q1 | $45K | Hold |
91
| – | – | 0.03% | 91 |
|
|
2023
Q4 | $47.9K | Hold |
91
| – | – | 0.03% | 83 |
|
|
2023
Q3 | $45.9K | Hold |
91
| – | – | 0.03% | 94 |
|
|
2023
Q2 | $43.7K | Hold |
91
| – | – | 0.03% | 153 |
|
|
2023
Q1 | $43K | Sell |
91
-3
| -3% | -$1.42K | 0.03% | 153 |
|
|
2022
Q4 | $50K | Sell |
94
-4
| -4% | -$2.13K | 0.03% | 142 |
|
|
2022
Q3 | $49K | Buy |
98
+7
| +8% | +$3.5K | 0.03% | 140 |
|
|
2022
Q2 | $47K | Sell |
91
-23
| -20% | -$11.9K | 0.03% | 154 |
|
|
2022
Q1 | $58K | Sell |
114
-757
| -87% | -$385K | 0.03% | 147 |
|
|
2021
Q4 | $437K | Sell |
871
-35
| -4% | -$17.6K | 0.23% | 37 |
|
|
2021
Q3 | $354K | Buy |
906
+24
| +3% | +$9.38K | 0.21% | 40 |
|
|
2021
Q2 | $353K | Buy |
882
+124
| +16% | +$49.6K | 0.23% | 38 |
|
|
2021
Q1 | $282K | Buy |
+758
| New | +$282K | 0.19% | 40 |
|