PWA
Phoenix Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,701
| Closed | -$891K | – | 131 |
|
|
2025
Q1 | $891K | Buy |
1,701
+49
| +3% | +$25.7K | 0.39% | 52 |
|
|
2024
Q4 | $836K | Sell |
1,652
-2,630
| -61% | -$1.33M | 0.36% | 56 |
|
|
2024
Q3 | $2.5M | Buy |
4,282
+3,794
| +777% | +$2.22M | 1.16% | 31 |
|
|
2024
Q2 | $249K | Buy |
+488
| New | +$249K | 0.12% | 110 |
|
|
2021
Q4 | – | Sell |
-136
| Closed | -$53K | – | 339 |
|
|
2021
Q3 | $53K | Hold |
136
| – | – | 0.04% | 188 |
|
|
2021
Q2 | $56K | Buy |
136
+5
| +4% | +$2.06K | 0.04% | 182 |
|
|
2021
Q1 | $48K | Buy |
131
+9
| +7% | +$3.3K | 0.04% | 191 |
|
|
2020
Q4 | $43K | Buy |
+122
| New | +$43K | 0.03% | 201 |
|