CWM
CMH Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.06M | Buy |
25,839
+11,987
| +87% | +$3.74M | 1.88% | 23 |
|
|
2025
Q1 | $7.25M | Buy |
13,852
+240
| +2% | +$126K | 1.82% | 25 |
|
|
2024
Q4 | $6.89M | Buy |
13,612
+238
| +2% | +$120K | 1.58% | 29 |
|
|
2024
Q3 | $7.82M | Sell |
13,374
-305
| -2% | -$178K | 1.84% | 21 |
|
|
2024
Q2 | $6.97M | Buy |
13,679
+295
| +2% | +$150K | 1.71% | 28 |
|
|
2024
Q1 | $6.62M | Sell |
13,384
-1,072
| -7% | -$530K | 1.68% | 28 |
|
|
2023
Q4 | $7.61M | Buy |
14,456
+455
| +3% | +$240K | 1.84% | 23 |
|
|
2023
Q3 | $7.06M | Buy |
14,001
+694
| +5% | +$350K | 1.97% | 22 |
|
|
2023
Q2 | $6.4M | Buy |
13,307
+850
| +7% | +$409K | 1.72% | 26 |
|
|
2023
Q1 | $5.89M | Buy |
12,457
+412
| +3% | +$195K | 1.7% | 24 |
|
|
2022
Q4 | $6.39M | Buy |
12,045
+211
| +2% | +$112K | 2.05% | 17 |
|
|
2022
Q3 | $5.98M | Buy |
11,834
+271
| +2% | +$137K | 2.19% | 15 |
|
|
2022
Q2 | $5.94M | Buy |
11,563
+366
| +3% | +$188K | 2.15% | 12 |
|
|
2022
Q1 | $5.71M | Buy |
11,197
+132
| +1% | +$67.3K | 1.76% | 18 |
|
|
2021
Q4 | $5.56M | Buy |
11,065
+692
| +7% | +$347K | 1.68% | 19 |
|
|
2021
Q3 | $4.05M | Buy |
10,373
+268
| +3% | +$105K | 1.33% | 29 |
|
|
2021
Q2 | $4.05M | Buy |
10,105
+487
| +5% | +$195K | 1.35% | 29 |
|
|
2021
Q1 | $3.58M | Buy |
9,618
+353
| +4% | +$131K | 1.35% | 29 |
|
|
2020
Q4 | $3.25M | Sell |
9,265
-149
| -2% | -$52.3K | 1.19% | 33 |
|
|
2020
Q3 | $2.94M | Buy |
9,414
+295
| +3% | +$92K | 1.26% | 31 |
|
|
2020
Q2 | $2.69M | Sell |
9,119
-8,442
| -48% | -$2.49M | 1.28% | 30 |
|
|
2020
Q1 | $4.38M | Buy |
17,561
+1,711
| +11% | +$427K | 2.56% | 9 |
|
|
2019
Q4 | $4.66M | Buy |
15,850
+6,635
| +72% | +$1.95M | 2.39% | 11 |
|
|
2019
Q3 | $2M | Sell |
9,215
-7,145
| -44% | -$1.55M | 1.13% | 39 |
|
|
2019
Q2 | $3.99M | Buy |
16,360
+60
| +0.4% | +$14.6K | 2.34% | 13 |
|
|
2019
Q1 | $4.03M | Buy |
16,300
+7,405
| +83% | +$1.83M | 2.44% | 11 |
|
|
2018
Q4 | $2.22M | Sell |
8,895
-385
| -4% | -$95.9K | 1.34% | 29 |
|
|
2018
Q3 | $2.5M | Buy |
9,280
+195
| +2% | +$52.5K | 1.31% | 30 |
|
|
2018
Q2 | $2.25M | Sell |
9,085
-3,605
| -28% | -$892K | 1.29% | 25 |
|
|
2018
Q1 | $2.76M | Buy |
+12,690
| New | +$2.76M | 1.86% | 14 |
|