CTWM
Cherry Tree Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
791
-101
| -11% | -$31.5K | 0.06% | 146 |
|
|
2025
Q1 | $467K | Buy |
892
+21
| +2% | +$11K | 0.11% | 95 |
|
|
2024
Q4 | $440K | Buy |
871
+56
| +7% | +$28.3K | 0.11% | 99 |
|
|
2024
Q3 | $476K | Hold |
815
| – | – | 0.11% | 102 |
|
|
2024
Q2 | $415K | Sell |
815
-2
| -0.2% | -$1.02K | 0.1% | 103 |
|
|
2024
Q1 | $404K | Hold |
817
| – | – | 0.1% | 103 |
|
|
2023
Q4 | $430K | Buy |
817
+102
| +14% | +$53.7K | 0.11% | 96 |
|
|
2023
Q3 | $360K | Hold |
715
| – | – | 0.11% | 101 |
|
|
2023
Q2 | $343K | Buy |
+715
| New | +$343K | 0.1% | 106 |
|