Prairie Wealth Advisors’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$773K Sell
2,478
-70
-3% -$21.8K 0.33% 58
2025
Q1
$1.33M Sell
2,548
-583
-19% -$305K 0.66% 31
2024
Q4
$1.58M Sell
3,131
-464
-13% -$235K 0.76% 25
2024
Q3
$2.1M Buy
3,595
+146
+4% +$85.4K 1.04% 14
2024
Q2
$1.76M Sell
3,449
-727
-17% -$370K 0.89% 15
2024
Q1
$2.07M Buy
+4,176
New +$2.07M 0.97% 18