AWA
Acorn Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-414
| Closed | -$217K | – | 261 |
|
|
2025
Q1 | $217K | Buy |
414
+15
| +4% | +$7.86K | 0.09% | 220 |
|
|
2024
Q4 | $202K | Buy |
399
+2
| +0.5% | +$1.01K | 0.08% | 230 |
|
|
2024
Q3 | $232K | Buy |
397
+1
| +0.3% | +$585 | 0.1% | 202 |
|
|
2024
Q2 | $202K | Buy |
+396
| New | +$202K | 0.1% | 198 |
|
|
2018
Q3 | – | Sell |
-57
| Closed | -$14K | – | 420 |
|
|
2018
Q2 | $14K | Hold |
57
| – | – | 0.01% | 454 |
|
|
2018
Q1 | $14K | Hold |
57
| – | – | 0.01% | 455 |
|
|
2017
Q4 | $13K | Buy |
+57
| New | +$13K | 0.01% | 447 |
|