BWM
Buska Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Buy |
1,838
+344
| +23% | +$107K | 0.16% | 35 |
|
|
2025
Q1 | $782K | Buy |
1,494
+23
| +2% | +$12K | 0.25% | 32 |
|
|
2024
Q4 | $744K | Buy |
1,471
+156
| +12% | +$78.9K | 0.24% | 32 |
|
|
2024
Q3 | $769K | Buy |
1,315
+69
| +6% | +$40.3K | 0.27% | 29 |
|
|
2024
Q2 | $634K | Buy |
1,246
+193
| +18% | +$98.3K | 0.25% | 28 |
|
|
2024
Q1 | $521K | Buy |
+1,053
| New | +$521K | 0.23% | 33 |
|