PBMARES WEALTH MANAGEMENT LLC – UnitedHealth Group Incorporated Transaction History
PBMARES WEALTH MANAGEMENT LLC portfolio value:
$1.33M
portfolio value
PBMARES WEALTH MANAGEMENT LLC quarter portfolio value change:
-1.67%
quarter
UnitedHealth Group Incorporated 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +11.78% | 278 shares | 120K | $505.04 | 2.63K |
| Q2 2022 | share | Decrease | -1.26% | -30 shares | -7K | $513.63 | 2.36K |
| Q1 2022 | share | 0.00% | 0 shares | 19K | $509.97 | 2.39K | |
| Q4 2021 | share | 0.00% | 0 shares | 266K | $504.43 | 2.39K | |
| Q3 2021 | share | Decrease | -1.24% | -30 shares | -35K | $389.48 | 2.39K |
| Q2 2021 | share | 0.00% | 0 shares | 69K | $397.72 | 2.42K | |
| Q1 2021 | share | Increase | +19.68% | 398 shares | 191K | $368.18 | 2.42K |
| Q4 2020 | share | Increase | +11.96% | 216 shares | 146K | $345.8 | 2.02K |
| Q3 2020 | share | Increase | +0.06% | 1 shares | 30K | $306.33 | 1.80K |
| Q2 2020 | share | 0.00% | 0 shares | 83K | $288.61 | 1.80K | |
| Q1 2020 | share | Decrease | -2.70% | -50 shares | -95K | $242.98 | 1.80K |
| Q4 2019 | share | Increase | 0.00% | 1.85K shares | 545K | $285.3 | 1.85K |