AWS
Aspen Wealth Strategies’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Sell |
1,592
-153
| -9% | -$47.7K | 0.3% | 49 |
|
|
2025
Q1 | $914K | Sell |
1,745
-30
| -2% | -$15.7K | 0.6% | 26 |
|
|
2024
Q4 | $898K | Buy |
1,775
+25
| +1% | +$12.6K | 0.57% | 27 |
|
|
2024
Q3 | $1.02M | Sell |
1,750
-126
| -7% | -$73.7K | 0.66% | 21 |
|
|
2024
Q2 | $1.08M | Sell |
1,876
-72
| -4% | -$41.3K | 0.75% | 22 |
|
|
2024
Q1 | $964K | Buy |
1,948
+113
| +6% | +$55.9K | 0.67% | 24 |
|
|
2023
Q4 | $966K | Sell |
1,835
-7
| -0.4% | -$3.69K | 0.7% | 27 |
|
|
2023
Q3 | $929K | Buy |
1,842
+12
| +0.7% | +$6.05K | 0.72% | 24 |
|
|
2023
Q2 | $879K | Buy |
1,830
+39
| +2% | +$18.7K | 0.67% | 25 |
|
|
2023
Q1 | $846K | Sell |
1,791
-2
| -0.1% | -$945 | 0.66% | 21 |
|
|
2022
Q4 | $950K | Buy |
+1,793
| New | +$950K | 0.76% | 20 |
|