Powers Advisory Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-461
| Closed | -$242K | – | 116 |
|
|
2025
Q1 | $242K | Buy |
461
+41
| +10% | +$21.5K | 0.12% | 100 |
|
|
2024
Q4 | $212K | Buy |
420
+2
| +0.5% | +$1.01K | 0.11% | 100 |
|
|
2024
Q3 | $244K | Buy |
418
+19
| +5% | +$11.1K | 0.12% | 90 |
|
|
2024
Q2 | $203K | Buy |
+399
| New | +$203K | 0.11% | 96 |
|