PWMG
Prestige Wealth Management Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Sell |
3,071
-593
| -16% | -$185K | 0.2% | 60 |
|
|
2025
Q1 | $1.92M | Buy |
3,664
+16
| +0.4% | +$8.38K | 0.41% | 41 |
|
|
2024
Q4 | $1.85M | Sell |
3,648
-446
| -11% | -$226K | 0.38% | 47 |
|
|
2024
Q3 | $2.39M | Sell |
4,094
-12
| -0.3% | -$7.02K | 0.5% | 38 |
|
|
2024
Q2 | $2.09M | Sell |
4,106
-170
| -4% | -$86.6K | 0.45% | 41 |
|
|
2024
Q1 | $2.12M | Buy |
4,276
+438
| +11% | +$217K | 0.46% | 39 |
|
|
2023
Q4 | $2.02M | Buy |
3,838
+208
| +6% | +$110K | 0.46% | 39 |
|
|
2023
Q3 | $1.83M | Buy |
3,630
+61
| +2% | +$30.8K | 0.45% | 38 |
|
|
2023
Q2 | $1.72M | Sell |
3,569
-2,618
| -42% | -$1.26M | 0.41% | 38 |
|
|
2023
Q1 | $2.92M | Buy |
6,187
+2,759
| +80% | +$1.3M | 0.74% | 24 |
|
|
2022
Q4 | $1.82M | Sell |
3,428
-2,203
| -39% | -$1.17M | 0.47% | 35 |
|
|
2022
Q3 | $2.84M | Buy |
5,631
+334
| +6% | +$169K | 0.8% | 24 |
|
|
2022
Q2 | $2.72M | Buy |
5,297
+391
| +8% | +$201K | 0.74% | 24 |
|
|
2022
Q1 | $2.5M | Buy |
4,906
+2,180
| +80% | +$1.11M | 0.62% | 30 |
|
|
2021
Q4 | $1.37M | Buy |
2,726
+79
| +3% | +$39.7K | 0.33% | 38 |
|
|
2021
Q3 | $1.04M | Buy |
2,647
+285
| +12% | +$111K | 0.26% | 41 |
|
|
2021
Q2 | $946K | Buy |
2,362
+324
| +16% | +$130K | 0.25% | 46 |
|
|
2021
Q1 | $759K | Buy |
2,038
+121
| +6% | +$45.1K | 0.21% | 51 |
|
|
2020
Q4 | $672K | Buy |
1,917
+88
| +5% | +$30.8K | 0.18% | 58 |
|
|
2020
Q3 | $570K | Buy |
1,829
+309
| +20% | +$96.3K | 0.17% | 66 |
|
|
2020
Q2 | $448K | Sell |
1,520
-538
| -26% | -$159K | 0.16% | 63 |
|
|
2020
Q1 | $514K | Buy |
2,058
+103
| +5% | +$25.7K | 0.22% | 47 |
|
|
2019
Q4 | $575K | Buy |
1,955
+348
| +22% | +$102K | 0.31% | 54 |
|
|
2019
Q3 | $349K | Buy |
1,607
+209
| +15% | +$45.4K | 0.2% | 73 |
|
|
2019
Q2 | $341K | Sell |
1,398
-23
| -2% | -$5.61K | 0.21% | 76 |
|
|
2019
Q1 | $352K | Sell |
1,421
-728
| -34% | -$180K | 0.22% | 84 |
|
|
2018
Q4 | $535K | Buy |
+2,149
| New | +$535K | 0.39% | 51 |
|