AWA
Aletheian Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
800
-199
| -20% | -$62.1K | 0.12% | 81 |
|
|
2025
Q1 | $523K | Buy |
999
+86
| +9% | +$45.1K | 0.29% | 55 |
|
|
2024
Q4 | $462K | Sell |
913
-13
| -1% | -$6.58K | 0.27% | 55 |
|
|
2024
Q3 | $542K | Sell |
926
-1,637
| -64% | -$957K | 0.32% | 50 |
|
|
2024
Q2 | $1.31M | Buy |
2,563
+100
| +4% | +$50.9K | 0.69% | 33 |
|
|
2024
Q1 | $1.22M | Buy |
2,463
+469
| +24% | +$232K | 0.66% | 35 |
|
|
2023
Q4 | $1.05M | Sell |
1,994
-52
| -3% | -$27.4K | 0.69% | 35 |
|
|
2023
Q3 | $1.03M | Sell |
2,046
-661
| -24% | -$333K | 0.79% | 35 |
|
|
2023
Q2 | $1.3M | Buy |
2,707
+2,006
| +286% | +$964K | 0.89% | 28 |
|
|
2023
Q1 | $331K | Buy |
701
+88
| +14% | +$41.6K | 0.29% | 49 |
|
|
2022
Q4 | $325K | Buy |
613
+106
| +21% | +$56.2K | 0.28% | 65 |
|
|
2022
Q3 | $256K | Sell |
507
-99
| -16% | -$50K | 0.29% | 47 |
|
|
2022
Q2 | $311K | Buy |
606
+99
| +20% | +$50.8K | 0.32% | 43 |
|
|
2022
Q1 | $259K | Buy |
507
+81
| +19% | +$41.4K | 0.25% | 51 |
|
|
2021
Q4 | $214K | Buy |
+426
| New | +$214K | 0.21% | 46 |
|