PRW Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $478K | Hold |
901
| – | – | 0.18% | 47 |
|
|
2023
Q2 | $436K | Buy |
901
+16
| +2% | +$7.75K | 0.15% | 35 |
|
|
2023
Q1 | $436K | Hold |
885
| – | – | 0.17% | 56 |
|
|
2022
Q4 | $469K | Hold |
885
| – | – | 0.2% | 32 |
|
|
2022
Q3 | $447K | Hold |
885
| – | – | 0.21% | 43 |
|
|
2022
Q2 | $455K | Hold |
885
| – | – | 0.27% | 45 |
|
|
2022
Q1 | $451K | Buy |
+885
| New | +$451K | 0.2% | 63 |
|
|
2021
Q3 | – | Sell |
-6,532
| Closed | -$2.62M | – | 271 |
|
|
2021
Q2 | $2.62M | Buy |
+6,532
| New | +$2.62M | 0.77% | 30 |
|
|
2019
Q2 | – | Sell |
-334
| Closed | -$81K | – | 635 |
|
|
2019
Q1 | $81K | Sell |
334
-6
| -2% | -$1.46K | 0.08% | 101 |
|
|
2018
Q4 | $83K | Buy |
+340
| New | +$83K | 0.1% | 101 |
|