AWM
Activest Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Buy |
1,244
+857
| +221% | +$267K | 0.09% | 73 |
|
|
2025
Q1 | $203K | Buy |
387
+200
| +107% | +$105K | 0.05% | 94 |
|
|
2024
Q4 | $94.7K | Buy |
187
+5
| +3% | +$2.53K | 0.03% | 128 |
|
|
2024
Q3 | $106K | Hold |
182
| – | – | 0.03% | 117 |
|
|
2024
Q2 | $92.5K | Sell |
182
-28
| -13% | -$14.2K | 0.03% | 130 |
|
|
2024
Q1 | $104K | Sell |
210
-7
| -3% | -$3.46K | 0.05% | 79 |
|
|
2023
Q4 | $114K | Sell |
217
-26
| -11% | -$13.7K | 0.06% | 57 |
|
|
2023
Q3 | $122K | Buy |
243
+1
| +0.4% | +$503 | 0.08% | 55 |
|
|
2023
Q2 | $93.9K | Sell |
242
-6
| -2% | -$2.33K | 0.06% | 44 |
|
|
2023
Q1 | $116K | Buy |
248
+4
| +2% | +$1.88K | 0.07% | 51 |
|
|
2022
Q4 | $129K | Buy |
244
+102
| +72% | +$54K | 0.04% | 115 |
|
|
2022
Q3 | $72K | Buy |
142
+14
| +11% | +$7.1K | 0.02% | 159 |
|
|
2022
Q2 | $66K | Sell |
128
-45
| -26% | -$23.2K | 0.05% | 83 |
|
|
2022
Q1 | $88K | Buy |
173
+99
| +134% | +$50.4K | 0.06% | 70 |
|
|
2021
Q4 | $37K | Buy |
74
+1
| +1% | +$500 | 0.02% | 123 |
|
|
2021
Q3 | $29K | Hold |
73
| – | – | 0.02% | 147 |
|
|
2021
Q2 | $29K | Hold |
73
| – | – | 0.02% | 127 |
|
|
2021
Q1 | $27K | Buy |
+73
| New | +$27K | 0.02% | 130 |
|