PRW Wealth Management LLC
- SEC CIK
- 0001760472
- Latest filing
- Nov 1, 2023
UNH holding history
UnitedHealth Group Inc in every 13F filed by PRW Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UNH overviewAll 13F holders of UNHFull Q3 2023 holdings
- Shares (Q3 2023)
- 901
- Value
- $477.5K
- % of portfolio
- 0.2%
- Quarters held
- 8
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 901 | $477.5K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2023 | 901 | $436.2K | 0.1% | +16+1.8% | Added | Holders |
| Q1 2023 | 885 | $435.5K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2022 | 885 | $469.2K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2022 | 885 | $447.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2022 | 885 | $455.0K | 0.3% | 00.0% | Unchanged | Holders |
| Q1 2022 | 885 | $451.0K | 0.2% | +885 | New | Holders |
| Q3 2021 | 0 | $0 | 0.0% | −6,532−100.0% | Sold out | Holders |
| Q2 2021 | 6,532 | $2.62M | 0.8% | +6,532 | New | Holders |