CM Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-500
| Closed | -$262K | – | 87 |
|
|
2025
Q1 | $262K | Hold |
500
| – | – | 0.08% | 74 |
|
|
2024
Q4 | $253K | Hold |
500
| – | – | 0.08% | 75 |
|
|
2024
Q3 | $292K | Buy |
500
+35
| +8% | +$20.5K | 0.09% | 71 |
|
|
2024
Q2 | $237K | Hold |
465
| – | – | 0.11% | 65 |
|
|
2024
Q1 | $233K | Buy |
+465
| New | +$233K | 0.07% | 157 |
|