CPWA
Cerro Pacific Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $708K | Sell |
2,270
-64
| -3% | -$20K | 0.2% | 90 |
|
|
2025
Q1 | $1.18M | Buy |
2,334
+33
| +1% | +$16.7K | 0.38% | 58 |
|
|
2024
Q4 | $1.35M | Sell |
2,301
-5
| -0.2% | -$2.92K | 0.45% | 56 |
|
|
2024
Q3 | $1.17M | Hold |
2,306
| – | – | 0.44% | 57 |
|
|
2024
Q2 | $1.17M | Buy |
+2,306
| New | +$1.17M | 0.45% | 58 |
|
|
2023
Q1 | $996K | Buy |
2,108
+80
| +4% | +$37.8K | 0.55% | 50 |
|
|
2022
Q4 | $1.08M | Buy |
2,028
+348
| +21% | +$184K | 0.57% | 49 |
|
|
2022
Q3 | $848K | Buy |
1,680
+358
| +27% | +$181K | 0.51% | 53 |
|
|
2022
Q2 | $679K | Sell |
1,322
-89
| -6% | -$45.7K | 0.42% | 63 |
|
|
2022
Q1 | $720K | Buy |
1,411
+107
| +8% | +$54.6K | 0.44% | 72 |
|
|
2021
Q4 | $655K | Buy |
1,304
+23
| +2% | +$11.6K | 0.42% | 74 |
|
|
2021
Q3 | $501K | Sell |
1,281
-394
| -24% | -$154K | 0.36% | 92 |
|
|
2021
Q2 | $671K | Buy |
+1,675
| New | +$671K | 0.5% | 64 |
|
|
2020
Q4 | $755K | Buy |
+2,153
| New | +$755K | 0.45% | 65 |
|