PPWP
Proquility Private Wealth Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.29M | Buy |
6,289
+2,360
| +60% | +$1.24M | 1.02% | 32 |
|
|
2024
Q4 | $1.99M | Sell |
3,929
-1,244
| -24% | -$629K | 0.64% | 48 |
|
|
2024
Q3 | $3.02M | Sell |
5,173
-2,054
| -28% | -$1.2M | 0.97% | 36 |
|
|
2024
Q2 | $3.68M | Buy |
7,227
+299
| +4% | +$152K | 1.26% | 26 |
|
|
2024
Q1 | $3.43M | Buy |
6,928
+631
| +10% | +$312K | 1.17% | 29 |
|
|
2023
Q4 | $3.32M | Sell |
6,297
-875
| -12% | -$461K | 1.26% | 25 |
|
|
2023
Q3 | $3.62M | Sell |
7,172
-26
| -0.4% | -$13.1K | 1.48% | 22 |
|
|
2023
Q2 | $3.46M | Buy |
7,198
+149
| +2% | +$71.6K | 1.35% | 25 |
|
|
2023
Q1 | $3.33M | Sell |
7,049
-164
| -2% | -$77.5K | 1.32% | 23 |
|
|
2022
Q4 | $3.82M | Sell |
7,213
-44
| -0.6% | -$23.3K | 1.57% | 17 |
|
|
2022
Q3 | $3.67M | Sell |
7,257
-157
| -2% | -$79.3K | 1.69% | 17 |
|
|
2022
Q2 | $3.81M | Sell |
7,414
-12
| -0.2% | -$6.16K | 1.63% | 17 |
|
|
2022
Q1 | $3.56M | Buy |
7,426
+1,665
| +29% | +$797K | 1.48% | 19 |
|
|
2021
Q4 | $2.8M | Buy |
+5,761
| New | +$2.8M | 0.99% | 32 |
|