AWM
Axxcess Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.21M | Sell |
19,912
-10,537
| -35% | -$3.29M | 0.15% | 124 |
|
|
2025
Q1 | $15.9M | Sell |
30,449
-442
| -1% | -$231K | 0.42% | 53 |
|
|
2024
Q4 | $15.6M | Sell |
30,891
-64
| -0.2% | -$32.4K | 0.38% | 54 |
|
|
2024
Q3 | $18.1M | Buy |
30,955
+138
| +0.4% | +$80.7K | 0.44% | 49 |
|
|
2024
Q2 | $15.7M | Buy |
30,817
+1,843
| +6% | +$939K | 0.42% | 49 |
|
|
2024
Q1 | $14.3M | Sell |
28,974
-359
| -1% | -$178K | 0.39% | 50 |
|
|
2023
Q4 | $15.4M | Buy |
29,333
+2,573
| +10% | +$1.35M | 0.45% | 43 |
|
|
2023
Q3 | $13.5M | Buy |
26,760
+6,274
| +31% | +$3.16M | 0.46% | 47 |
|
|
2023
Q2 | $9.85M | Buy |
20,486
+1,240
| +6% | +$596K | 0.71% | 26 |
|
|
2023
Q1 | $9.1M | Sell |
19,246
-343
| -2% | -$162K | 0.69% | 23 |
|
|
2022
Q4 | $10.4M | Sell |
19,589
-756
| -4% | -$401K | 0.86% | 19 |
|
|
2022
Q3 | $10.3M | Buy |
20,345
+1,326
| +7% | +$670K | 0.97% | 15 |
|
|
2022
Q2 | $9.77M | Buy |
19,019
+899
| +5% | +$462K | 0.9% | 13 |
|
|
2022
Q1 | $9.24M | Buy |
18,120
+1,295
| +8% | +$661K | 0.72% | 19 |
|
|
2021
Q4 | $8.45M | Buy |
+16,825
| New | +$8.45M | 0.62% | 24 |
|