BWA
Burt Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.83M | Sell |
15,496
-545
| -3% | -$170K | 1.11% | 18 |
|
|
2025
Q1 | $8.4M | Buy |
16,041
+176
| +1% | +$92.2K | 2.11% | 13 |
|
|
2024
Q4 | $8.03M | Sell |
15,865
-251
| -2% | -$127K | 2.04% | 13 |
|
|
2024
Q3 | $9.42M | Sell |
16,116
-252
| -2% | -$147K | 2.32% | 13 |
|
|
2024
Q2 | $8.34M | Sell |
16,368
-957
| -6% | -$487K | 2.2% | 13 |
|
|
2024
Q1 | $8.57M | Buy |
17,325
+276
| +2% | +$137K | 2.17% | 13 |
|
|
2023
Q4 | $8.98M | Sell |
17,049
-285
| -2% | -$150K | 2.56% | 13 |
|
|
2023
Q3 | $8.74M | Hold |
17,334
| – | – | 2.68% | 13 |
|
|
2023
Q2 | $8.33M | Sell |
17,334
-399
| -2% | -$192K | 2.51% | 14 |
|
|
2023
Q1 | $8.38M | Sell |
17,733
-246
| -1% | -$116K | 2.6% | 14 |
|
|
2022
Q4 | $9.53M | Sell |
17,979
-4
| -0% | -$2.12K | 3.19% | 12 |
|
|
2022
Q3 | $9.08M | Hold |
17,983
| – | – | 3.64% | 11 |
|
|
2022
Q2 | $9.24M | Sell |
17,983
-255
| -1% | -$131K | 3.21% | 13 |
|
|
2022
Q1 | $9.3M | Sell |
18,238
-296
| -2% | -$151K | 2.79% | 13 |
|
|
2021
Q4 | $9.31M | Hold |
18,534
| – | – | 3.04% | 11 |
|
|
2021
Q3 | $7.24M | Hold |
18,534
| – | – | 2.31% | 12 |
|
|
2021
Q2 | $7.42M | Sell |
18,534
-62
| -0.3% | -$24.8K | 2.68% | 11 |
|
|
2021
Q1 | $6.92M | Sell |
18,596
-1,067
| -5% | -$397K | 2.55% | 12 |
|
|
2020
Q4 | $6.9M | Hold |
19,663
| – | – | 2.38% | 11 |
|
|
2020
Q3 | $6.13M | Hold |
19,663
| – | – | 2.29% | 11 |
|
|
2020
Q2 | $5.8M | Buy |
19,663
+9
| +0% | +$2.66K | 2.35% | 10 |
|
|
2020
Q1 | $4.9M | Sell |
19,654
-116
| -0.6% | -$28.9K | 2.2% | 11 |
|
|
2019
Q4 | $5.81M | Sell |
19,770
-138
| -0.7% | -$40.6K | 2.27% | 11 |
|
|
2019
Q3 | $4.33M | Hold |
19,908
| – | – | 1.78% | 11 |
|
|
2019
Q2 | $4.86M | Hold |
19,908
| – | – | 2.13% | 10 |
|
|
2019
Q1 | $4.92M | Sell |
19,908
-182
| -0.9% | -$45K | 2.22% | 9 |
|
|
2018
Q4 | $5.01M | Hold |
20,090
| – | – | 2.37% | 9 |
|
|
2018
Q3 | $5.35M | Hold |
20,090
| – | – | 2.43% | 9 |
|
|
2018
Q2 | $4.93M | Hold |
20,090
| – | – | 2.36% | 9 |
|
|
2018
Q1 | $4.3M | Hold |
20,090
| – | – | 2.19% | 8 |
|
|
2017
Q4 | $4.43M | Hold |
20,090
| – | – | 2.76% | 7 |
|
|
2017
Q3 | $3.94M | Sell |
20,090
-207
| -1% | -$40.5K | 2.58% | 7 |
|
|
2017
Q2 | $3.76M | Buy |
20,297
+207
| +1% | +$38.4K | 2.6% | 7 |
|
|
2017
Q1 | $3.3M | Sell |
20,090
-483
| -2% | -$79.2K | 2.38% | 8 |
|
|
2016
Q4 | $3.29M | Buy |
20,573
+1
| +0% | +$160 | 2.94% | 6 |
|
|
2016
Q3 | $2.88M | Hold |
20,572
| – | – | 3.08% | 5 |
|
|
2016
Q2 | $2.9M | Sell |
20,572
-237
| -1% | -$33.5K | 3.22% | 6 |
|
|
2016
Q1 | $2.68M | Buy |
20,809
+147
| +0.7% | +$18.9K | 2.44% | 7 |
|
|
2015
Q4 | $2.43M | Sell |
20,662
-1,354
| -6% | -$159K | 1.94% | 11 |
|
|
2015
Q3 | $2.4M | Hold |
22,016
| – | – | 2.98% | 7 |
|
|
2015
Q2 | $2.69M | Sell |
22,016
-441
| -2% | -$53.8K | 2.92% | 6 |
|
|
2015
Q1 | $2.66M | Hold |
22,457
| – | – | 2.7% | 6 |
|
|
2014
Q4 | $2.27M | Buy |
+22,457
| New | +$2.27M | 2.41% | 7 |
|