PCG
Prosperity Consulting Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.31M | Sell |
10,609
-1,216
| -10% | -$379K | 0.24% | 96 |
|
|
2025
Q1 | $6.19M | Sell |
11,825
-710
| -6% | -$372K | 0.48% | 46 |
|
|
2024
Q4 | $6.34M | Buy |
12,535
+46
| +0.4% | +$23.3K | 0.48% | 45 |
|
|
2024
Q3 | $7.3M | Buy |
12,489
+8,541
| +216% | +$4.99M | 0.57% | 39 |
|
|
2024
Q2 | $2.01M | Sell |
3,948
-39
| -1% | -$19.9K | 0.27% | 101 |
|
|
2024
Q1 | $1.97M | Sell |
3,987
-299
| -7% | -$148K | 0.25% | 102 |
|
|
2023
Q4 | $2.26M | Buy |
4,286
+537
| +14% | +$283K | 0.76% | 30 |
|
|
2023
Q3 | $1.89M | Buy |
3,749
+2,593
| +224% | +$1.31M | 0.87% | 29 |
|
|
2023
Q2 | $556K | Sell |
1,156
-18
| -2% | -$8.65K | 0.34% | 63 |
|
|
2023
Q1 | $555K | Sell |
1,174
-324
| -22% | -$153K | 0.35% | 62 |
|
|
2022
Q4 | $794K | Buy |
1,498
+9
| +0.6% | +$4.77K | 0.53% | 49 |
|
|
2022
Q3 | $752K | Sell |
1,489
-45
| -3% | -$22.7K | 0.62% | 42 |
|
|
2022
Q2 | $788K | Sell |
1,534
-6
| -0.4% | -$3.08K | 0.68% | 37 |
|
|
2022
Q1 | $785K | Buy |
1,540
+2
| +0.1% | +$1.02K | 0.58% | 44 |
|
|
2021
Q4 | $738K | Buy |
+1,538
| New | +$738K | 0.55% | 45 |
|