BWA
BlueChip Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Buy |
891
+81
| +10% | +$25.3K | 0.12% | 137 |
|
|
2025
Q1 | $424K | Hold |
810
| – | – | 0.21% | 91 |
|
|
2024
Q4 | $410K | Buy |
810
+18
| +2% | +$9.11K | 0.23% | 84 |
|
|
2024
Q3 | $463K | Buy |
792
+46
| +6% | +$26.9K | 0.24% | 82 |
|
|
2024
Q2 | $380K | Sell |
746
-48
| -6% | -$24.5K | 0.22% | 88 |
|
|
2024
Q1 | $393K | Sell |
794
-263
| -25% | -$130K | 0.25% | 78 |
|
|
2023
Q4 | $557K | Buy |
+1,057
| New | +$557K | 0.39% | 57 |
|