CWS
Confluence Wealth Services’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Sell |
7,101
-379
| -5% | -$118K | 0.12% | 88 |
|
|
2025
Q1 | $3.2M | Buy |
7,480
+612
| +9% | +$262K | 0.2% | 62 |
|
|
2024
Q4 | $3.64M | Buy |
6,868
+789
| +13% | +$418K | 0.24% | 56 |
|
|
2024
Q3 | $3.55M | Buy |
6,079
+1,128
| +23% | +$660K | 0.26% | 52 |
|
|
2024
Q2 | $2.52M | Buy |
4,951
+213
| +4% | +$108K | 0.2% | 61 |
|
|
2024
Q1 | $2.34M | Buy |
4,738
+186
| +4% | +$92K | 0.21% | 65 |
|
|
2023
Q4 | $2.4M | Buy |
4,552
+422
| +10% | +$222K | 0.26% | 55 |
|
|
2023
Q3 | $2.08M | Buy |
4,130
+531
| +15% | +$268K | 0.41% | 49 |
|
|
2023
Q2 | $1.73M | Buy |
3,599
+306
| +9% | +$147K | 0.37% | 57 |
|
|
2023
Q1 | $1.56M | Buy |
3,293
+644
| +24% | +$304K | 0.36% | 59 |
|
|
2022
Q4 | $1.4M | Buy |
2,649
+163
| +7% | +$86.4K | 0.37% | 60 |
|
|
2022
Q3 | $1.26M | Sell |
2,486
-547
| -18% | -$276K | 0.53% | 54 |
|
|
2022
Q2 | $1.62M | Sell |
3,033
-4
| -0.1% | -$2.13K | 0.71% | 39 |
|
|
2022
Q1 | $1.55M | Sell |
3,037
-40
| -1% | -$20.4K | 0.56% | 45 |
|
|
2021
Q4 | $1.55M | Buy |
+3,077
| New | +$1.55M | 0.5% | 44 |
|