AWP
Accretive Wealth Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,421
| Closed | -$1.74M | – | 154 |
|
|
2025
Q1 | $1.74M | Buy |
4,421
+129
| +3% | +$50.9K | 0.62% | 54 |
|
|
2024
Q4 | $2.17M | Sell |
4,292
-15
| -0.3% | -$7.59K | 0.92% | 35 |
|
|
2024
Q3 | $2.52M | Sell |
4,307
-202
| -4% | -$118K | 1.05% | 20 |
|
|
2024
Q2 | $2.3M | Buy |
4,509
+50
| +1% | +$25.5K | 0.96% | 28 |
|
|
2024
Q1 | $2.2M | Buy |
4,459
+22
| +0.5% | +$10.8K | 0.97% | 28 |
|
|
2023
Q4 | $2.34M | Buy |
4,437
+16
| +0.4% | +$8.42K | 1.12% | 16 |
|
|
2023
Q3 | $2.23M | Buy |
4,421
+16
| +0.4% | +$8.07K | 1.33% | 16 |
|
|
2023
Q2 | $2.12M | Buy |
4,405
+52
| +1% | +$25K | 1.26% | 16 |
|
|
2023
Q1 | $2.06M | Buy |
4,353
+44
| +1% | +$20.8K | 1.32% | 14 |
|
|
2022
Q4 | $2.28M | Buy |
4,309
+334
| +8% | +$177K | 1.57% | 14 |
|
|
2022
Q3 | $2.01M | Sell |
3,975
-8
| -0.2% | -$4.04K | 1.53% | 14 |
|
|
2022
Q2 | $2.05M | Sell |
3,983
-9
| -0.2% | -$4.62K | 1.49% | 15 |
|
|
2022
Q1 | $2.04M | Sell |
3,992
-37
| -0.9% | -$18.9K | 1.28% | 17 |
|
|
2021
Q4 | $2.02M | Buy |
4,029
+90
| +2% | +$45.2K | 1.29% | 17 |
|
|
2021
Q3 | $1.54M | Buy |
3,939
+144
| +4% | +$56.3K | 1.09% | 20 |
|
|
2021
Q2 | $1.52M | Buy |
3,795
+239
| +7% | +$95.7K | 1.1% | 20 |
|
|
2021
Q1 | $1.32M | Buy |
3,556
+256
| +8% | +$95.2K | 1.19% | 18 |
|
|
2020
Q4 | $1.16M | Buy |
+3,300
| New | +$1.16M | 1.14% | 20 |
|