PRW Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $478K | Hold |
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|
2023
Q2 | $436K | Buy |
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|
2023
Q1 | $436K | Hold |
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|
2022
Q4 | $469K | Hold |
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|
2022
Q3 | $447K | Hold |
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|
2022
Q2 | $455K | Hold |
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|
2022
Q1 | $451K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.62M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $81K | Sell |
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|
2018
Q4 | $83K | Buy |
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