Prio Wealth Limited Partnership’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $249K | Buy |
+426
| New | +$249K | 0.01% | 237 |
|
|
2023
Q4 | – | Sell |
-552
| Closed | -$278K | – | 265 |
|
|
2023
Q3 | $278K | Buy |
+552
| New | +$278K | 0.01% | 218 |
|
|
2023
Q1 | – | Sell |
-416
| Closed | -$221K | – | 255 |
|
|
2022
Q4 | $221K | Sell |
416
-64
| -13% | -$33.9K | 0.01% | 236 |
|
|
2022
Q3 | $242K | Hold |
480
| – | – | 0.01% | 228 |
|
|
2022
Q2 | $247K | Sell |
480
-75
| -14% | -$38.5K | 0.01% | 235 |
|
|
2022
Q1 | $283K | Sell |
555
-10
| -2% | -$5.1K | 0.01% | 233 |
|
|
2021
Q4 | $284K | Sell |
565
-168
| -23% | -$84.4K | 0.01% | 242 |
|
|
2021
Q3 | $286K | Buy |
733
+3
| +0.4% | +$1.17K | 0.01% | 235 |
|
|
2021
Q2 | $292K | Buy |
730
+22
| +3% | +$8.8K | 0.01% | 236 |
|
|
2021
Q1 | $263K | Sell |
708
-317
| -31% | -$118K | 0.01% | 250 |
|
|
2020
Q4 | $359K | Sell |
1,025
-478
| -32% | -$167K | 0.01% | 218 |
|
|
2020
Q3 | $469K | Sell |
1,503
-152
| -9% | -$47.4K | 0.02% | 173 |
|
|
2020
Q2 | $488K | Sell |
1,655
-116
| -7% | -$34.2K | 0.02% | 169 |
|
|
2020
Q1 | $442K | Buy |
1,771
+433
| +32% | +$108K | 0.02% | 163 |
|
|
2019
Q4 | $393K | Buy |
+1,338
| New | +$393K | 0.02% | 197 |
|