PFW Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Sell |
2,314
-627
| -21% | -$196K | 0.22% | 75 |
|
|
2025
Q1 | $1.54M | Sell |
2,941
-77
| -3% | -$40.3K | 0.48% | 46 |
|
|
2024
Q4 | $1.53M | Buy |
+3,018
| New | +$1.53M | 0.47% | 45 |
|
|
2024
Q2 | $1.53M | Sell |
3,009
-224
| -7% | -$114K | 0.49% | 47 |
|
|
2024
Q1 | $1.6M | Sell |
3,233
-124
| -4% | -$61.3K | 0.49% | 47 |
|
|
2023
Q4 | $1.77M | Buy |
3,357
+69
| +2% | +$36.3K | 0.56% | 44 |
|
|
2023
Q3 | $1.66M | Buy |
3,288
+74
| +2% | +$37.3K | 0.59% | 41 |
|
|
2023
Q2 | $1.63M | Buy |
+3,214
| New | +$1.63M | 0.54% | 40 |
|
|
2019
Q3 | $1.77M | Buy |
+3,022
| New | +$1.77M | 0.53% | 45 |
|