PRWA
Platte River Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.2M | Hold |
5,476
| – | – | 0.86% | 28 |
|
|
2024
Q2 | $2.79M | Hold |
5,476
| – | – | 0.78% | 29 |
|
|
2024
Q1 | $2.71M | Sell |
5,476
-519
| -9% | -$257K | 0.77% | 30 |
|
|
2023
Q4 | $3.16M | Sell |
5,995
-99
| -2% | -$52.1K | 1.04% | 27 |
|
|
2023
Q3 | $3.07M | Buy |
6,094
+224
| +4% | +$113K | 1.12% | 25 |
|
|
2023
Q2 | $2.82M | Buy |
5,870
+150
| +3% | +$72.1K | 0.99% | 29 |
|
|
2023
Q1 | $2.7M | Sell |
5,720
-169
| -3% | -$79.9K | 1.04% | 28 |
|
|
2022
Q4 | $3.12M | Buy |
5,889
+37
| +0.6% | +$19.6K | 1.32% | 20 |
|
|
2022
Q3 | $2.96M | Hold |
5,852
| – | – | 1.32% | 22 |
|
|
2022
Q2 | $3.01M | Sell |
5,852
-10
| -0.2% | -$5.14K | 1.3% | 22 |
|
|
2022
Q1 | $2.99M | Hold |
5,862
| – | – | 1.09% | 23 |
|
|
2021
Q4 | $2.75M | Sell |
5,862
-5
| -0.1% | -$2.35K | 0.94% | 27 |
|
|
2021
Q3 | $2.29M | Buy |
5,867
+100
| +2% | +$39.1K | 0.85% | 28 |
|
|
2021
Q2 | $2.31M | Hold |
5,767
| – | – | 0.88% | 28 |
|
|
2021
Q1 | $2.1M | Buy |
5,767
+55
| +1% | +$20.1K | 0.86% | 28 |
|
|
2020
Q4 | $2.03M | Buy |
5,712
+305
| +6% | +$108K | 0.88% | 29 |
|
|
2020
Q3 | $1.69M | Hold |
5,407
| – | – | 0.87% | 28 |
|
|
2020
Q2 | $1.64M | Buy |
+5,407
| New | +$1.64M | 0.9% | 30 |
|
|
2019
Q4 | $1.44M | Buy |
+5,268
| New | +$1.44M | 0.75% | 34 |
|