1WA
180 Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Buy |
903
+196
| +28% | +$61.2K | 0.04% | 347 |
|
|
2025
Q1 | $370K | Sell |
707
-55
| -7% | -$28.8K | 0.06% | 273 |
|
|
2024
Q4 | $386K | Sell |
762
-1,367
| -64% | -$692K | 0.06% | 274 |
|
|
2024
Q3 | $1.24M | Sell |
2,129
-40
| -2% | -$23.4K | 0.2% | 110 |
|
|
2024
Q2 | $1.09M | Buy |
2,169
+230
| +12% | +$116K | 0.18% | 114 |
|
|
2024
Q1 | $959K | Buy |
1,939
+563
| +41% | +$279K | 0.17% | 122 |
|
|
2023
Q4 | $742K | Sell |
1,376
-3,774
| -73% | -$2.04M | 0.15% | 138 |
|
|
2023
Q3 | $2.6M | Buy |
5,150
+190
| +4% | +$95.8K | 0.58% | 39 |
|
|
2023
Q2 | $2.37M | Sell |
4,960
-50
| -1% | -$23.9K | 0.52% | 49 |
|
|
2023
Q1 | $2.37M | Sell |
5,010
-1,153
| -19% | -$545K | 0.55% | 49 |
|
|
2022
Q4 | $3.04M | Sell |
6,163
-196
| -3% | -$96.5K | 0.71% | 31 |
|
|
2022
Q3 | $3.21M | Buy |
6,359
+513
| +9% | +$259K | 0.88% | 23 |
|
|
2022
Q2 | $3.03M | Sell |
5,846
-274
| -4% | -$142K | 0.77% | 28 |
|
|
2022
Q1 | $3.29M | Buy |
6,120
+579
| +10% | +$311K | 0.72% | 31 |
|
|
2021
Q4 | $2.56M | Buy |
5,541
+53
| +1% | +$24.4K | 0.57% | 42 |
|
|
2021
Q3 | $2.35M | Buy |
5,488
+126
| +2% | +$53.9K | 0.52% | 49 |
|
|
2021
Q2 | $2.21M | Sell |
5,362
-101
| -2% | -$41.6K | 0.5% | 53 |
|
|
2021
Q1 | $2.25M | Sell |
5,463
-109
| -2% | -$44.9K | 0.56% | 44 |
|
|
2020
Q4 | $1.96M | Buy |
5,572
+55
| +1% | +$19.4K | 0.57% | 46 |
|
|
2020
Q3 | $1.78M | Buy |
5,517
+52
| +1% | +$16.8K | 0.67% | 33 |
|
|
2020
Q2 | $1.68M | Sell |
5,465
-21
| -0.4% | -$6.44K | 0.67% | 33 |
|
|
2020
Q1 | $1.32M | Buy |
5,486
+303
| +6% | +$72.9K | 0.68% | 33 |
|
|
2019
Q4 | $1.54M | Buy |
5,183
+331
| +7% | +$98.1K | 0.61% | 36 |
|
|
2019
Q3 | $1.08M | Buy |
4,852
+420
| +9% | +$93.3K | 0.48% | 56 |
|
|
2019
Q2 | $1.11M | Buy |
4,432
+477
| +12% | +$119K | 0.5% | 54 |
|
|
2019
Q1 | $942K | Buy |
3,955
+2,028
| +105% | +$483K | 0.43% | 62 |
|
|
2018
Q4 | $513K | Hold |
1,927
| – | – | 0.24% | 127 |
|
|
2018
Q3 | $513K | Buy |
1,927
+491
| +34% | +$131K | 0.24% | 128 |
|
|
2018
Q2 | $352K | Sell |
1,436
-226
| -14% | -$55.4K | 0.17% | 156 |
|
|
2018
Q1 | $355K | Buy |
+1,662
| New | +$355K | 0.18% | 144 |
|