CWA
Canvas Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-966
| Closed | -$413K | – | 212 |
|
|
2025
Q1 | $413K | Sell |
966
-255
| -21% | -$109K | 0.11% | 112 |
|
|
2024
Q4 | $618K | Buy |
1,221
+3
| +0.2% | +$1.52K | 0.16% | 88 |
|
|
2024
Q3 | $712K | Buy |
1,218
+284
| +30% | +$166K | 0.2% | 71 |
|
|
2024
Q2 | $538K | Buy |
934
+67
| +8% | +$38.6K | 0.17% | 77 |
|
|
2024
Q1 | $415K | Buy |
867
+72
| +9% | +$34.5K | 0.14% | 84 |
|
|
2023
Q4 | $415K | Buy |
795
+50
| +7% | +$26.1K | 0.15% | 80 |
|
|
2023
Q3 | $392K | Buy |
745
+17
| +2% | +$8.96K | 0.16% | 78 |
|
|
2023
Q2 | $370K | Sell |
728
-187
| -20% | -$95.1K | 0.14% | 87 |
|
|
2023
Q1 | $449K | Buy |
915
+236
| +35% | +$116K | 0.19% | 75 |
|
|
2022
Q4 | $323K | Buy |
679
+31
| +5% | +$14.8K | 0.14% | 106 |
|
|
2022
Q3 | $352K | Buy |
648
+135
| +26% | +$73.3K | 0.15% | 87 |
|
|
2022
Q2 | $263K | Sell |
513
-267
| -34% | -$137K | 0.11% | 107 |
|
|
2022
Q1 | $390K | Buy |
780
+376
| +93% | +$188K | 0.14% | 103 |
|
|
2021
Q4 | $203K | Buy |
+404
| New | +$203K | 0.07% | 131 |
|