CWM
Chronos Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.89M | Sell |
15,687
-1,760
| -10% | -$549K | 2.54% | 20 |
|
|
2025
Q1 | $9.14M | Sell |
17,447
-90
| -0.5% | -$47.1K | 4.9% | 9 |
|
|
2024
Q4 | $8.87M | Buy |
17,537
+28
| +0.2% | +$14.2K | 4.53% | 9 |
|
|
2024
Q3 | $10.2M | Buy |
17,509
+46
| +0.3% | +$26.9K | 5.34% | 7 |
|
|
2024
Q2 | $8.89M | Buy |
17,463
+424
| +2% | +$216K | 4.94% | 7 |
|
|
2024
Q1 | $8.43M | Buy |
17,039
+427
| +3% | +$211K | 4.93% | 8 |
|
|
2023
Q4 | $8.75M | Sell |
16,612
-407
| -2% | -$214K | 5.56% | 5 |
|
|
2023
Q3 | $8.58M | Buy |
17,019
+129
| +0.8% | +$65K | 6.01% | 5 |
|
|
2023
Q2 | $8.12M | Sell |
16,890
-155
| -0.9% | -$74.5K | 5.62% | 5 |
|
|
2023
Q1 | $8.06M | Sell |
17,045
-58
| -0.3% | -$27.4K | 6.05% | 4 |
|
|
2022
Q4 | $9.07M | Sell |
17,103
-642
| -4% | -$340K | 7.16% | 2 |
|
|
2022
Q3 | $8.96M | Sell |
17,745
-548
| -3% | -$277K | 7.42% | 3 |
|
|
2022
Q2 | $9.4M | Sell |
18,293
-545
| -3% | -$280K | 7.05% | 3 |
|
|
2022
Q1 | $9.61M | Sell |
18,838
-65
| -0.3% | -$33.1K | 6.11% | 5 |
|
|
2021
Q4 | $9.49M | Sell |
18,903
-93
| -0.5% | -$46.7K | 5.75% | 5 |
|
|
2021
Q3 | $7.42M | Buy |
18,996
+260
| +1% | +$102K | 5.05% | 6 |
|
|
2021
Q2 | $7.5M | Sell |
18,736
-176
| -0.9% | -$70.5K | 5.15% | 6 |
|
|
2021
Q1 | $7.04M | Sell |
18,912
-190
| -1% | -$70.7K | 5.32% | 5 |
|
|
2020
Q4 | $6.7M | Sell |
19,102
-596
| -3% | -$209K | 5.5% | 5 |
|
|
2020
Q3 | $6.14M | Sell |
19,698
-140
| -0.7% | -$43.6K | 5.52% | 4 |
|
|
2020
Q2 | $5.85M | Sell |
19,838
-749
| -4% | -$221K | 5.66% | 6 |
|
|
2020
Q1 | $5.13M | Buy |
20,587
+223
| +1% | +$55.6K | 5.92% | 4 |
|
|
2019
Q4 | $5.99M | Buy |
+20,364
| New | +$5.99M | 5.88% | 4 |
|