PWM
Prentice Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Buy |
2,630
+122
| +5% | +$38.1K | 0.22% | 53 |
|
|
2025
Q1 | $1.31M | Sell |
2,508
-19
| -0.8% | -$9.95K | 0.38% | 36 |
|
|
2024
Q4 | $1.28M | Buy |
2,527
+21
| +0.8% | +$10.6K | 0.37% | 37 |
|
|
2024
Q3 | $1.46M | Buy |
2,506
+41
| +2% | +$24K | 0.44% | 32 |
|
|
2024
Q2 | $1.26M | Buy |
2,465
+3
| +0.1% | +$1.53K | 0.41% | 34 |
|
|
2024
Q1 | $1.22M | Buy |
2,462
+115
| +5% | +$56.9K | 0.42% | 33 |
|
|
2023
Q4 | $1.24M | Buy |
2,347
+19
| +0.8% | +$10K | 0.48% | 27 |
|
|
2023
Q3 | $1.17M | Sell |
2,328
-35
| -1% | -$17.6K | 0.53% | 25 |
|
|
2023
Q2 | $1.14M | Buy |
2,363
+134
| +6% | +$64.4K | 0.51% | 26 |
|
|
2023
Q1 | $1.05M | Sell |
2,229
-1
| -0% | -$473 | 0.5% | 24 |
|
|
2022
Q4 | $1.18M | Buy |
2,230
+68
| +3% | +$36K | 0.6% | 22 |
|
|
2022
Q3 | $1.13M | Sell |
2,162
-20
| -0.9% | -$10.4K | 0.62% | 18 |
|
|
2022
Q2 | $1.12M | Buy |
2,182
+64
| +3% | +$32.9K | 1.14% | 12 |
|
|
2022
Q1 | $1.11M | Buy |
2,118
+79
| +4% | +$41.3K | 0.53% | 26 |
|
|
2021
Q4 | $1.06M | Sell |
2,039
-35
| -2% | -$18.3K | 0.5% | 24 |
|
|
2021
Q3 | $810K | Buy |
2,074
+19
| +0.9% | +$7.42K | 0.39% | 27 |
|
|
2021
Q2 | $823K | Buy |
2,055
+188
| +10% | +$75.3K | 0.42% | 26 |
|
|
2021
Q1 | $695K | Buy |
+1,867
| New | +$695K | 0.39% | 29 |
|