AWAU
Alliance Wealth Advisors (Utah)’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
709
-2,870
| -80% | -$896K | 0.05% | 256 |
|
|
2025
Q1 | $1.87M | Sell |
3,579
-341
| -9% | -$179K | 0.49% | 69 |
|
|
2024
Q4 | $1.98M | Sell |
3,920
-2,060
| -34% | -$1.04M | 0.51% | 65 |
|
|
2024
Q3 | $3.5M | Buy |
5,980
+89
| +2% | +$52K | 0.92% | 35 |
|
|
2024
Q2 | $3M | Buy |
5,891
+208
| +4% | +$106K | 0.88% | 35 |
|
|
2024
Q1 | $2.81M | Buy |
5,683
+188
| +3% | +$93K | 0.84% | 39 |
|
|
2023
Q4 | $2.89M | Buy |
5,495
+69
| +1% | +$36.3K | 0.97% | 28 |
|
|
2023
Q3 | $2.74M | Buy |
5,426
+169
| +3% | +$85.2K | 1.01% | 26 |
|
|
2023
Q2 | $2.53M | Buy |
5,257
+154
| +3% | +$74K | 0.94% | 29 |
|
|
2023
Q1 | $2.41M | Buy |
5,103
+196
| +4% | +$92.6K | 0.97% | 27 |
|
|
2022
Q4 | $2.6M | Buy |
+4,907
| New | +$2.6M | 1.17% | 21 |
|