CWM
Cedar Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.03K | Buy |
19
+13
| +217% | +$4.12K | ﹤0.01% | 183 |
|
|
2025
Q1 | $3.14K | Hold |
6
| – | – | ﹤0.01% | 169 |
|
|
2024
Q4 | $3.04K | Hold |
6
| – | – | ﹤0.01% | 166 |
|
|
2024
Q3 | $3.51K | Hold |
6
| – | – | ﹤0.01% | 238 |
|
|
2024
Q2 | $3.06K | Sell |
6
-6
| -50% | -$3.06K | ﹤0.01% | 271 |
|
|
2024
Q1 | $5.94K | Buy |
12
+6
| +100% | +$2.97K | ﹤0.01% | 278 |
|
|
2023
Q4 | $3.16K | Hold |
6
| – | – | ﹤0.01% | 251 |
|
|
2023
Q3 | $3.03K | Hold |
6
| – | – | ﹤0.01% | 257 |
|
|
2023
Q2 | $2.88K | Hold |
6
| – | – | ﹤0.01% | 269 |
|
|
2023
Q1 | $2.84K | Hold |
6
| – | – | ﹤0.01% | 265 |
|
|
2022
Q4 | $3.18K | Hold |
6
| – | – | ﹤0.01% | 261 |
|
|
2022
Q3 | $3K | Sell |
6
-2
| -25% | -$1K | ﹤0.01% | 296 |
|
|
2022
Q2 | $4K | Hold |
8
| – | – | ﹤0.01% | 304 |
|
|
2022
Q1 | $4K | Hold |
8
| – | – | ﹤0.01% | 335 |
|
|
2021
Q4 | $4K | Buy |
+8
| New | +$4K | ﹤0.01% | 329 |
|
|
2018
Q3 | – | Sell |
-70
| Closed | -$17K | – | 226 |
|
|
2018
Q2 | $17K | Buy |
+70
| New | +$17K | 0.01% | 108 |
|
|
2017
Q3 | – | Sell |
-49
| Closed | -$9K | – | 142 |
|
|
2017
Q2 | $9K | Hold |
49
| – | – | 0.01% | 108 |
|
|
2017
Q1 | $8K | Hold |
49
| – | – | ﹤0.01% | 108 |
|
|
2016
Q4 | $8K | Hold |
49
| – | – | 0.01% | 107 |
|
|
2016
Q3 | $7K | Hold |
49
| – | – | ﹤0.01% | 98 |
|
|
2016
Q2 | $7K | Buy |
+49
| New | +$7K | ﹤0.01% | 100 |
|