AWA
Alta Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,401
| Closed | -$1.26M | – | 150 |
|
|
2025
Q1 | $1.26M | Sell |
2,401
-370
| -13% | -$194K | 0.58% | 43 |
|
|
2024
Q4 | $1.4M | Sell |
2,771
-560
| -17% | -$283K | 0.61% | 38 |
|
|
2024
Q3 | $1.95M | Sell |
3,331
-26
| -0.8% | -$15.2K | 0.89% | 24 |
|
|
2024
Q2 | $1.71M | Sell |
3,357
-26
| -0.8% | -$13.2K | 0.85% | 27 |
|
|
2024
Q1 | $1.67M | Sell |
3,383
-13
| -0.4% | -$6.43K | 0.85% | 27 |
|
|
2023
Q4 | $1.79M | Sell |
3,396
-145
| -4% | -$76.3K | 1% | 23 |
|
|
2023
Q3 | $1.79M | Sell |
3,541
-173
| -5% | -$87.2K | 1.09% | 26 |
|
|
2023
Q2 | $1.79M | Sell |
3,714
-69
| -2% | -$33.2K | 1.05% | 26 |
|
|
2023
Q1 | $1.79M | Buy |
3,783
+391
| +12% | +$185K | 1.13% | 23 |
|
|
2022
Q4 | $1.8M | Sell |
3,392
-160
| -5% | -$84.8K | 1.21% | 21 |
|
|
2022
Q3 | $1.79M | Buy |
3,552
+17
| +0.5% | +$8.59K | 1.28% | 20 |
|
|
2022
Q2 | $1.83M | Buy |
3,535
+38
| +1% | +$19.6K | 1.27% | 21 |
|
|
2022
Q1 | $1.78M | Buy |
3,497
+33
| +1% | +$16.8K | 1.06% | 25 |
|
|
2021
Q4 | $1.74M | Buy |
3,464
+767
| +28% | +$385K | 1.07% | 23 |
|
|
2021
Q3 | $1.05M | Sell |
2,697
-66
| -2% | -$25.8K | 0.77% | 42 |
|
|
2021
Q2 | $1.11M | Buy |
2,763
+52
| +2% | +$20.8K | 0.81% | 37 |
|
|
2021
Q1 | $1.01M | Sell |
2,711
-11
| -0.4% | -$4.09K | 0.84% | 35 |
|
|
2020
Q4 | $955K | Buy |
+2,722
| New | +$955K | 0.8% | 40 |
|