AWM
Ariadne Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
888
+87
| +11% | +$23.6K | 0.12% | 179 |
|
|
2025
Q1 | $305K | Buy |
801
+4
| +0.5% | +$1.52K | 0.16% | 140 |
|
|
2024
Q4 | $425K | Buy |
797
+84
| +12% | +$44.8K | 0.19% | 104 |
|
|
2024
Q3 | $432K | Sell |
713
-85
| -11% | -$51.5K | 0.24% | 83 |
|
|
2024
Q2 | $406K | Buy |
+798
| New | +$406K | 0.31% | 75 |
|