PWAG
Polaris Wealth Advisory Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $14.4M | Sell |
28,601
-563
| -2% | -$284K | 1.1% | 31 |
|
|
2023
Q2 | $14M | Buy |
29,164
+2,970
| +11% | +$1.43M | 1.06% | 33 |
|
|
2023
Q1 | $12.4M | Sell |
26,194
-1,321
| -5% | -$624K | 0.91% | 39 |
|
|
2022
Q4 | $13.6M | Buy |
27,515
+8,567
| +45% | +$4.23M | 1.01% | 39 |
|
|
2022
Q3 | $9.45M | Sell |
18,948
-127
| -0.7% | -$63.4K | 0.79% | 42 |
|
|
2022
Q2 | $9.8M | Buy |
19,075
+17,065
| +849% | +$8.76M | 0.78% | 38 |
|
|
2022
Q1 | $1.08M | Buy |
+2,010
| New | +$1.08M | 0.07% | 91 |
|
|
2021
Q2 | – | Sell |
-2,120
| Closed | -$798K | – | 209 |
|
|
2021
Q1 | $798K | Buy |
2,120
+398
| +23% | +$150K | 0.05% | 100 |
|
|
2020
Q4 | $626K | Buy |
+1,722
| New | +$626K | 0.05% | 109 |
|
|
2019
Q4 | – | Sell |
-12,560
| Closed | -$2.72M | – | 184 |
|
|
2019
Q3 | $2.72M | Buy |
12,560
+2,599
| +26% | +$563K | 0.22% | 78 |
|
|
2019
Q2 | $2.42M | Sell |
9,961
-61,724
| -86% | -$15M | 0.18% | 80 |
|
|
2019
Q1 | $17.6M | Buy |
+71,685
| New | +$17.6M | 1.32% | 39 |
|
|
2018
Q4 | – | Sell |
-451
| Closed | -$120K | – | 434 |
|
|
2018
Q3 | $120K | Buy |
+451
| New | +$120K | 0.01% | 180 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$21K | – | 419 |
|
|
2018
Q1 | $21K | Buy |
+100
| New | +$21K | ﹤0.01% | 296 |
|