PWAM
Pinnacle West Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
7,210
+95
| +1% | +$29.6K | 1.55% | 18 |
|
|
2025
Q1 | $3.73M | Buy |
7,115
+10
| +0.1% | +$5.24K | 2.69% | 3 |
|
|
2024
Q4 | $3.59M | Sell |
7,105
-25
| -0.4% | -$12.6K | 2.57% | 6 |
|
|
2024
Q3 | $4.17M | Buy |
7,130
+55
| +0.8% | +$32.2K | 2.99% | 3 |
|
|
2024
Q2 | $3.6M | Hold |
7,075
| – | – | 2.8% | 6 |
|
|
2024
Q1 | $3.5M | Sell |
7,075
-10
| -0.1% | -$4.95K | 2.78% | 5 |
|
|
2023
Q4 | $3.73M | Buy |
7,085
+165
| +2% | +$86.9K | 3.2% | 3 |
|
|
2023
Q3 | $3.49M | Buy |
6,920
+255
| +4% | +$129K | 3.42% | 3 |
|
|
2023
Q2 | $3.2M | Sell |
6,665
-40
| -0.6% | -$19.2K | 3.11% | 3 |
|
|
2023
Q1 | $3.17M | Buy |
+6,705
| New | +$3.17M | 3.31% | 3 |
|