CWM
Congress Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
41,639
+10,503
| +34% | +$3.28M | 0.13% | 192 |
|
|
2025
Q1 | $16.3M | Buy |
31,136
+9,564
| +44% | +$5M | 0.2% | 135 |
|
|
2024
Q4 | $10.9M | Sell |
21,572
-30,171
| -58% | -$15.3M | 0.15% | 185 |
|
|
2024
Q3 | $30.3M | Buy |
51,743
+8,345
| +19% | +$4.88M | 0.4% | 61 |
|
|
2024
Q2 | $22.1M | Buy |
43,398
+12,763
| +42% | +$6.5M | 0.35% | 65 |
|
|
2024
Q1 | $15.2M | Sell |
30,635
-25,865
| -46% | -$12.8M | 0.26% | 111 |
|
|
2023
Q4 | $29.7M | Buy |
56,500
+1,982
| +4% | +$1.04M | 0.55% | 39 |
|
|
2023
Q3 | $27.5M | Buy |
54,518
+415
| +0.8% | +$209K | 0.57% | 35 |
|
|
2023
Q2 | $26M | Buy |
54,103
+375
| +0.7% | +$180K | 0.6% | 37 |
|
|
2023
Q1 | $25.4M | Buy |
53,728
+1,003
| +2% | +$474K | 0.61% | 32 |
|
|
2022
Q4 | $28M | Sell |
52,725
-80
| -0.2% | -$42.4K | 0.72% | 25 |
|
|
2022
Q3 | $26.7M | Buy |
52,805
+714
| +1% | +$361K | 0.72% | 26 |
|
|
2022
Q2 | $26.8M | Sell |
52,091
-2,802
| -5% | -$1.44M | 0.68% | 29 |
|
|
2022
Q1 | $28M | Buy |
54,893
+678
| +1% | +$346K | 0.61% | 33 |
|
|
2021
Q4 | $27.2M | Buy |
+54,215
| New | +$27.2M | 0.54% | 45 |
|