PWMG
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Provence Wealth Management Group’s UnitedHealth UNH Stock Holding History

Provence Wealth Management Group’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		$1.3M Buy
2,468
+614
+33% +$323K 0.7% 34
2023
Q3 		$935K Buy
1,854
+309
+20% +$156K 0.57% 40
2023
Q2 		$743K Sell
1,545
-3
-0.2% -$1.44K 0.44% 49
2023
Q1 		$732K Buy
1,548
+341
+28% +$161K 0.49% 47
2022
Q4 		$640K Buy
+1,207
New +$640K 0.52% 44