BWA
BlueSky Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-728
| Closed | -$381K | – | 75 |
|
|
2025
Q1 | $381K | Hold |
728
| – | – | 0.06% | 58 |
|
|
2024
Q4 | $368K | Hold |
728
| – | – | 0.06% | 58 |
|
|
2024
Q3 | $426K | Hold |
728
| – | – | 0.07% | 57 |
|
|
2024
Q2 | $371K | Buy |
+728
| New | +$371K | 0.06% | 58 |
|
|
2024
Q1 | – | Sell |
-731
| Closed | -$385K | – | 55 |
|
|
2023
Q4 | $385K | Buy |
731
+290
| +66% | +$153K | 0.07% | 54 |
|
|
2023
Q3 | $222K | Sell |
441
-66
| -13% | -$33.3K | 0.05% | 63 |
|
|
2023
Q2 | $244K | Hold |
507
| – | – | 0.05% | 67 |
|
|
2023
Q1 | $240K | Hold |
507
| – | – | 0.05% | 62 |
|
|
2022
Q4 | $269K | Buy |
507
+9
| +2% | +$4.77K | 0.06% | 58 |
|
|
2022
Q3 | $252K | Buy |
498
+66
| +15% | +$33.4K | 0.06% | 60 |
|
|
2022
Q2 | $222K | Hold |
432
| – | – | 0.05% | 60 |
|
|
2022
Q1 | $220K | Hold |
432
| – | – | 0.04% | 64 |
|
|
2021
Q4 | $217K | Buy |
+432
| New | +$217K | 0.04% | 68 |
|