BWA
Blodgett Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,893
| Closed | -$954K | – | 61 |
|
|
2023
Q3 | $954K | Buy |
1,893
+1
| +0.1% | +$504 | 1.05% | 21 |
|
|
2023
Q2 | $909K | Hold |
1,892
| – | – | 0.94% | 24 |
|
|
2023
Q1 | $894K | Sell |
1,892
-10
| -0.5% | -$4.73K | 1.03% | 25 |
|
|
2022
Q4 | $1.01M | Buy |
1,902
+1
| +0.1% | +$530 | 1.23% | 22 |
|
|
2022
Q3 | $960K | Hold |
1,901
| – | – | 1.15% | 23 |
|
|
2022
Q2 | $976K | Sell |
1,901
-1,300
| -41% | -$667K | 1.07% | 24 |
|
|
2022
Q1 | $1.63M | Buy |
3,201
+2,001
| +167% | +$1.02M | 1.36% | 17 |
|
|
2021
Q4 | $603K | Buy |
+1,200
| New | +$603K | 0.47% | 45 |
|