BWAM
Boyd Watterson Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.8K | Sell |
214
-53
| -20% | -$16.5K | 0.02% | 166 |
|
|
2025
Q1 | $140K | Sell |
267
-51
| -16% | -$26.7K | 0.04% | 140 |
|
|
2024
Q4 | $161K | Hold |
318
| – | – | 0.04% | 137 |
|
|
2024
Q3 | $186K | Sell |
318
-13
| -4% | -$7.6K | 0.05% | 130 |
|
|
2024
Q2 | $169K | Hold |
331
| – | – | 0.05% | 128 |
|
|
2024
Q1 | $164K | Hold |
331
| – | – | 0.06% | 129 |
|
|
2023
Q4 | $174K | Hold |
331
| – | – | 0.07% | 129 |
|
|
2023
Q3 | $167K | Sell |
331
-2
| -0.6% | -$1.01K | 0.07% | 126 |
|
|
2023
Q2 | $160K | Sell |
333
-125
| -27% | -$60.1K | 0.06% | 127 |
|
|
2023
Q1 | $216K | Hold |
458
| – | – | 0.09% | 126 |
|
|
2022
Q4 | $243K | Buy |
+458
| New | +$243K | 0.1% | 119 |
|
|
2019
Q2 | – | Sell |
-1,142
| Closed | -$282K | – | 123 |
|
|
2019
Q1 | $282K | Buy |
+1,142
| New | +$282K | 0.18% | 104 |
|