PWS
Private Wealth Strategies’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.23M | Buy |
8,313
+14
| +0.2% | +$7.13K | 0.85% | 15 |
|
|
2024
Q1 | $4.11M | Hold |
8,299
| – | – | 0.89% | 14 |
|
|
2023
Q4 | $4.37M | Buy |
8,299
+1
| +0% | +$526 | 0.97% | 16 |
|
|
2023
Q3 | $4.18M | Hold |
8,298
| – | – | 1.04% | 15 |
|
|
2023
Q2 | $3.99M | Buy |
8,298
+1
| +0% | +$481 | 0.96% | 16 |
|
|
2023
Q1 | $3.92M | Hold |
8,297
| – | – | 0.99% | 16 |
|
|
2022
Q4 | $4.4M | Hold |
8,297
| – | – | 1.17% | 15 |
|
|
2022
Q3 | $4.19M | Buy |
8,297
+47
| +0.6% | +$23.7K | 1.22% | 15 |
|
|
2022
Q2 | $4.24M | Hold |
8,250
| – | – | 1.18% | 19 |
|
|
2022
Q1 | $4.21M | Hold |
8,250
| – | – | 1.04% | 20 |
|
|
2021
Q4 | $4.14M | Hold |
8,250
| – | – | 0.96% | 20 |
|
|
2021
Q3 | $3.22M | Buy |
8,250
+21
| +0.3% | +$8.2K | 0.81% | 21 |
|
|
2021
Q2 | $3.3M | Hold |
8,229
| – | – | 0.85% | 21 |
|
|
2021
Q1 | $3.06M | Hold |
8,229
| – | – | 0.85% | 21 |
|
|
2020
Q4 | $2.89M | Hold |
8,229
| – | – | 0.87% | 22 |
|
|
2020
Q3 | $2.57M | Hold |
8,229
| – | – | 0.9% | 23 |
|
|
2020
Q2 | $2.43M | Hold |
8,229
| – | – | 1.07% | 19 |
|
|
2020
Q1 | $2.05M | Hold |
8,229
| – | – | 1.02% | 23 |
|
|
2019
Q4 | $2.42M | Buy |
+8,229
| New | +$2.42M | 0.97% | 19 |
|