CWM
C2C Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-500
| Closed | -$262K | – | 106 |
|
|
2023
Q4 | $262K | Sell |
500
-90
| -15% | -$47.2K | 0.22% | 90 |
|
|
2023
Q3 | $302K | Sell |
590
-9
| -2% | -$4.6K | 0.04% | 198 |
|
|
2023
Q2 | $290K | Sell |
599
-31
| -5% | -$15K | 0.04% | 204 |
|
|
2023
Q1 | $328K | Buy |
+630
| New | +$328K | 0.05% | 189 |
|
|
2022
Q3 | – | Sell |
-496
| Closed | -$265K | – | 188 |
|
|
2022
Q2 | $265K | Buy |
496
+9
| +2% | +$4.81K | 0.05% | 153 |
|
|
2022
Q1 | $264K | Sell |
487
-89
| -15% | -$48.2K | 0.04% | 162 |
|
|
2021
Q4 | $289K | Buy |
+576
| New | +$289K | 0.04% | 175 |
|