AWM
AllSquare Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Buy |
1,657
+650
| +65% | +$203K | 0.29% | 54 |
|
|
2025
Q1 | $527K | Sell |
1,007
-510
| -34% | -$267K | 0.31% | 52 |
|
|
2024
Q4 | $767K | Buy |
1,517
+15
| +1% | +$7.59K | 0.44% | 39 |
|
|
2024
Q3 | $878K | Hold |
1,502
| – | – | 0.5% | 35 |
|
|
2024
Q2 | $765K | Hold |
1,502
| – | – | 0.46% | 38 |
|
|
2024
Q1 | $743K | Buy |
1,502
+150
| +11% | +$74.2K | 0.44% | 39 |
|
|
2023
Q4 | $712K | Hold |
1,352
| – | – | 0.44% | 34 |
|
|
2023
Q3 | $682K | Sell |
1,352
-15
| -1% | -$7.56K | 0.44% | 34 |
|
|
2023
Q2 | $656K | Buy |
1,367
+56
| +4% | +$26.9K | 0.43% | 33 |
|
|
2023
Q1 | $620K | Buy |
1,311
+93
| +8% | +$44K | 0.4% | 36 |
|
|
2022
Q4 | $646K | Hold |
1,218
| – | – | 0.44% | 31 |
|
|
2022
Q3 | $615K | Hold |
1,218
| – | – | 0.44% | 31 |
|
|
2022
Q2 | $626K | Buy |
1,218
+40
| +3% | +$20.6K | 0.43% | 33 |
|
|
2022
Q1 | $601K | Buy |
1,178
+70
| +6% | +$35.7K | 0.36% | 38 |
|
|
2021
Q4 | $556K | Hold |
1,108
| – | – | 0.32% | 41 |
|
|
2021
Q3 | $433K | Hold |
1,108
| – | – | 0.26% | 49 |
|
|
2021
Q2 | $444K | Hold |
1,108
| – | – | 0.26% | 51 |
|
|
2021
Q1 | $412K | Sell |
1,108
-145
| -12% | -$53.9K | 0.25% | 52 |
|
|
2020
Q4 | $439K | Sell |
1,253
-100
| -7% | -$35K | 0.29% | 42 |
|
|
2020
Q3 | $422K | Hold |
1,353
| – | – | 0.31% | 47 |
|
|
2020
Q2 | $399K | Hold |
1,353
| – | – | 0.3% | 48 |
|
|
2020
Q1 | $337K | Sell |
1,353
-150
| -10% | -$37.4K | 0.29% | 46 |
|
|
2019
Q4 | $442K | Sell |
1,503
-55
| -4% | -$16.2K | 0.31% | 48 |
|
|
2019
Q3 | $339K | Buy |
1,558
+121
| +8% | +$26.3K | 0.25% | 50 |
|
|
2019
Q2 | $351K | Buy |
1,437
+300
| +26% | +$73.3K | 0.26% | 51 |
|
|
2019
Q1 | $281K | Buy |
1,137
+113
| +11% | +$27.9K | 0.21% | 61 |
|
|
2018
Q4 | $255K | Buy |
1,024
+250
| +32% | +$62.3K | 0.21% | 61 |
|
|
2018
Q3 | $206K | Hold |
774
| – | – | 0.15% | 79 |
|
|
2018
Q2 | $190K | Buy |
774
+322
| +71% | +$79K | 0.14% | 80 |
|
|
2018
Q1 | $97K | Buy |
452
+50
| +12% | +$10.7K | 0.08% | 108 |
|
|
2017
Q4 | $89K | Sell |
402
-7
| -2% | -$1.55K | 0.07% | 112 |
|
|
2017
Q3 | $80K | Buy |
+409
| New | +$80K | 0.07% | 115 |
|
|
2017
Q2 | – | Sell |
-428
| Closed | -$70K | – | 351 |
|
|
2017
Q1 | $70K | Buy |
428
+172
| +67% | +$28.1K | 0.06% | 114 |
|
|
2016
Q4 | $41K | Hold |
256
| – | – | 0.04% | 150 |
|
|
2016
Q3 | $36K | Hold |
256
| – | – | 0.03% | 139 |
|
|
2016
Q2 | $36K | Hold |
256
| – | – | 0.04% | 133 |
|
|
2016
Q1 | $33K | Sell |
256
-100
| -28% | -$12.9K | 0.03% | 138 |
|
|
2015
Q4 | $42K | Hold |
356
| – | – | 0.04% | 127 |
|
|
2015
Q3 | $41K | Hold |
356
| – | – | 0.04% | 127 |
|
|
2015
Q2 | $43K | Hold |
356
| – | – | 0.04% | 132 |
|
|
2015
Q1 | $42K | Hold |
356
| – | – | 0.04% | 134 |
|
|
2014
Q4 | $36K | Buy |
+356
| New | +$36K | 0.04% | 140 |
|