AWA
Amplius Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
4,104
+3,029
| +282% | +$945K | 0.12% | 70 |
|
|
2025
Q1 | $563K | Sell |
1,075
-18
| -2% | -$9.43K | 0.06% | 105 |
|
|
2024
Q4 | $553K | Buy |
1,093
+115
| +12% | +$58.2K | 0.06% | 99 |
|
|
2024
Q3 | $572K | Buy |
978
+31
| +3% | +$18.1K | 0.06% | 92 |
|
|
2024
Q2 | $482K | Sell |
947
-8
| -0.8% | -$4.07K | 0.05% | 100 |
|
|
2024
Q1 | $473K | Sell |
955
-38
| -4% | -$18.8K | 0.05% | 102 |
|
|
2023
Q4 | $523K | Buy |
993
+38
| +4% | +$20K | 0.06% | 96 |
|
|
2023
Q3 | $482K | Sell |
955
-61
| -6% | -$30.8K | 0.06% | 96 |
|
|
2023
Q2 | $488K | Buy |
1,016
+45
| +5% | +$21.6K | 0.07% | 99 |
|
|
2023
Q1 | $459K | Buy |
971
+58
| +6% | +$27.4K | 0.07% | 103 |
|
|
2022
Q4 | $484K | Sell |
913
-989
| -52% | -$524K | 0.08% | 88 |
|
|
2022
Q3 | $960K | Buy |
1,902
+100
| +6% | +$50.5K | 0.17% | 60 |
|
|
2022
Q2 | $926K | Sell |
1,802
-122
| -6% | -$62.7K | 0.15% | 62 |
|
|
2022
Q1 | $981K | Sell |
1,924
-357
| -16% | -$182K | 0.15% | 63 |
|
|
2021
Q4 | $1.15M | Buy |
+2,281
| New | +$1.15M | 0.16% | 63 |
|