CWA
Consilio Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
896
+199
| +29% | +$61.5K | 0.1% | 57 |
|
|
2025
Q1 | $365K | Sell |
697
-254
| -27% | -$133K | 0.15% | 46 |
|
|
2024
Q4 | $481K | Sell |
951
-22
| -2% | -$11.1K | 0.2% | 38 |
|
|
2024
Q3 | $569K | Buy |
973
+241
| +33% | +$141K | 0.23% | 37 |
|
|
2024
Q2 | $371K | Buy |
732
+175
| +31% | +$88.7K | 0.17% | 41 |
|
|
2024
Q1 | $275K | Sell |
557
-148
| -21% | -$73.2K | 0.13% | 52 |
|
|
2023
Q4 | $371K | Buy |
705
+252
| +56% | +$133K | 0.19% | 38 |
|
|
2023
Q3 | $231K | Sell |
453
-13
| -3% | -$6.62K | 0.13% | 45 |
|
|
2023
Q2 | $224K | Sell |
466
-61
| -12% | -$29.3K | 0.12% | 46 |
|
|
2023
Q1 | $249K | Buy |
527
+61
| +13% | +$28.8K | 0.14% | 44 |
|
|
2022
Q4 | $247K | Buy |
+466
| New | +$247K | 0.16% | 40 |
|