CWM
Connecticut Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Sell |
9,531
-682
| -7% | -$213K | 0.14% | 71 |
|
|
2025
Q1 | $5.35M | Sell |
10,213
-218
| -2% | -$114K | 0.28% | 54 |
|
|
2024
Q4 | $5.28M | Sell |
10,431
-568
| -5% | -$287K | 0.26% | 47 |
|
|
2024
Q3 | $6.43M | Sell |
10,999
-630
| -5% | -$368K | 0.31% | 51 |
|
|
2024
Q2 | $5.92M | Sell |
11,629
-636
| -5% | -$324K | 0.31% | 56 |
|
|
2024
Q1 | $6.07M | Sell |
12,265
-44
| -0.4% | -$21.8K | 0.32% | 49 |
|
|
2023
Q4 | $6.48M | Buy |
12,309
+2,236
| +22% | +$1.18M | 0.37% | 45 |
|
|
2023
Q3 | $5.08M | Sell |
10,073
-3,187
| -24% | -$1.61M | 0.35% | 48 |
|
|
2023
Q2 | $6.37M | Buy |
13,260
+5,627
| +74% | +$2.7M | 0.44% | 42 |
|
|
2023
Q1 | $3.61M | Sell |
7,633
-13
| -0.2% | -$6.14K | 0.27% | 54 |
|
|
2022
Q4 | $4.05M | Sell |
7,646
-371
| -5% | -$197K | 0.34% | 45 |
|
|
2022
Q3 | $4.05M | Buy |
8,017
+576
| +8% | +$291K | 0.38% | 41 |
|
|
2022
Q2 | $3.82M | Sell |
7,441
-35
| -0.5% | -$18K | 0.33% | 44 |
|
|
2022
Q1 | $3.81M | Sell |
7,476
-638
| -8% | -$325K | 0.29% | 44 |
|
|
2021
Q4 | $4.07M | Sell |
8,114
-237
| -3% | -$119K | 0.32% | 45 |
|
|
2021
Q3 | $3.26M | Buy |
8,351
+13
| +0.2% | +$5.08K | 0.28% | 46 |
|
|
2021
Q2 | $3.34M | Sell |
8,338
-1,134
| -12% | -$454K | 0.29% | 45 |
|
|
2021
Q1 | $3.52M | Sell |
9,472
-854
| -8% | -$318K | 0.32% | 35 |
|
|
2020
Q4 | $3.62M | Sell |
10,326
-231
| -2% | -$81K | 0.38% | 39 |
|
|
2020
Q3 | $3.29M | Sell |
10,557
-2,022
| -16% | -$630K | 0.36% | 46 |
|
|
2020
Q2 | $3.71M | Buy |
12,579
+5,881
| +88% | +$1.73M | 0.46% | 32 |
|
|
2020
Q1 | $1.67M | Sell |
6,698
-197
| -3% | -$49.1K | 0.25% | 54 |
|
|
2019
Q4 | $2.03M | Buy |
6,895
+890
| +15% | +$262K | 0.22% | 55 |
|
|
2019
Q3 | $1.31M | Buy |
6,005
+3,500
| +140% | +$761K | 0.16% | 72 |
|
|
2019
Q2 | $611K | Buy |
+2,505
| New | +$611K | 0.08% | 93 |
|