PIWA
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Prevail Innovative Wealth Advisors’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,732
Closed -$2.39M 160
2023
Q3
$2.39M Buy
4,732
+1,797
+61% +$906K 1.24% 29
2023
Q2
$1.41M Buy
+2,935
New +$1.41M 0.77% 46