9WM
9258 Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.41M | Sell |
4,120
-68
| -2% | -$39.8K | 0.36% | 55 |
|
|
2024
Q2 | $2.13M | Sell |
4,188
-77
| -2% | -$39.2K | 0.33% | 61 |
|
|
2024
Q1 | $2.11M | Sell |
4,265
-8
| -0.2% | -$3.96K | 0.33% | 62 |
|
|
2023
Q4 | $2.25M | Buy |
4,273
+290
| +7% | +$153K | 0.4% | 54 |
|
|
2023
Q3 | $2.01M | Buy |
3,983
+72
| +2% | +$36.3K | 0.39% | 57 |
|
|
2023
Q2 | $1.88M | Buy |
3,911
+249
| +7% | +$120K | 0.35% | 61 |
|
|
2023
Q1 | $1.73M | Sell |
3,662
-142
| -4% | -$67.1K | 0.35% | 62 |
|
|
2022
Q4 | $2.02M | Buy |
3,804
+733
| +24% | +$389K | 0.44% | 57 |
|
|
2022
Q3 | $1.55M | Sell |
3,071
-203
| -6% | -$103K | 0.4% | 57 |
|
|
2022
Q2 | $1.68M | Buy |
3,274
+179
| +6% | +$92K | 0.43% | 56 |
|
|
2022
Q1 | $1.58M | Sell |
3,095
-312
| -9% | -$159K | 0.37% | 59 |
|
|
2021
Q4 | $1.71M | Buy |
3,407
+461
| +16% | +$232K | 0.39% | 45 |
|
|
2021
Q3 | $1.15M | Buy |
2,946
+178
| +6% | +$69.5K | 0.31% | 69 |
|
|
2021
Q2 | $1.11M | Sell |
2,768
-14
| -0.5% | -$5.61K | 0.3% | 76 |
|
|
2021
Q1 | $1.04M | Sell |
2,782
-161
| -5% | -$59.9K | 0.31% | 75 |
|
|
2020
Q4 | $1.03M | Sell |
2,943
-18
| -0.6% | -$6.31K | 0.34% | 68 |
|
|
2020
Q3 | $904K | Buy |
2,961
+12
| +0.4% | +$3.66K | 0.34% | 70 |
|
|
2020
Q2 | $870K | Buy |
2,949
+51
| +2% | +$15K | 0.35% | 74 |
|
|
2020
Q1 | $852K | Sell |
2,898
-479
| -14% | -$141K | 0.37% | 68 |
|
|
2019
Q4 | $993K | Buy |
3,377
+69
| +2% | +$20.3K | 0.36% | 74 |
|
|
2019
Q3 | $719K | Buy |
3,308
+396
| +14% | +$86.1K | 0.56% | 61 |
|
|
2019
Q2 | $710K | Buy |
2,912
+187
| +7% | +$45.6K | 0.57% | 57 |
|
|
2019
Q1 | $674K | Buy |
2,725
+235
| +9% | +$58.1K | 0.57% | 59 |
|
|
2018
Q4 | $620K | Buy |
+2,490
| New | +$620K | 0.6% | 59 |
|