PFG Private Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $326K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $14.1K | Buy |
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|
2024
Q4 | $4.55K | Sell |
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|
2024
Q3 | $6.43K | Hold |
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|
2024
Q2 | $5.6K | Sell |
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|
2024
Q1 | $45K | Hold |
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|
2023
Q4 | $47.9K | Hold |
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|
2023
Q3 | $45.9K | Hold |
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|
2023
Q2 | $43.7K | Hold |
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|
2023
Q1 | $43K | Sell |
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|
2022
Q4 | $50K | Sell |
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|
2022
Q3 | $49K | Buy |
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|
2022
Q2 | $47K | Sell |
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|
2022
Q1 | $58K | Sell |
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|
2021
Q4 | $437K | Sell |
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|
2021
Q3 | $354K | Buy |
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|
2021
Q2 | $353K | Buy |
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|
2021
Q1 | $282K | Buy |
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