Prio Wealth Limited Partnership’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$249K Buy
2023
Q4
Sell
2023
Q3
$278K Buy
2023
Q1
Sell
2022
Q4
$221K Sell
2022
Q3
$242K Hold
2022
Q2
$247K Sell
2022
Q1
$283K Sell
2021
Q4
$284K Sell
2021
Q3
$286K Buy
2021
Q2
$292K Buy
2021
Q1
$263K Sell
2020
Q4
$359K Sell
2020
Q3
$469K Sell
2020
Q2
$488K Sell
2020
Q1
$442K Buy
2019
Q4
$393K Buy