CWA
Continuum Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Hold |
731
| – | – | 0.11% | 56 |
|
|
2025
Q1 | $383K | Sell |
731
-15
| -2% | -$7.86K | 0.2% | 36 |
|
|
2024
Q4 | $377K | Sell |
746
-26
| -3% | -$13.2K | 0.19% | 39 |
|
|
2024
Q3 | $451K | Hold |
772
| – | – | 0.24% | 34 |
|
|
2024
Q2 | $393K | Sell |
772
-19
| -2% | -$9.68K | 0.21% | 35 |
|
|
2024
Q1 | $391K | Sell |
791
-75
| -9% | -$37.1K | 0.22% | 39 |
|
|
2023
Q4 | $456K | Hold |
866
| – | – | 0.3% | 24 |
|
|
2023
Q3 | $437K | Hold |
866
| – | – | 0.31% | 25 |
|
|
2023
Q2 | $416K | Sell |
866
-120
| -12% | -$57.7K | 0.29% | 27 |
|
|
2023
Q1 | $466K | Sell |
986
-61
| -6% | -$28.8K | 0.38% | 18 |
|
|
2022
Q4 | $555K | Buy |
+1,047
| New | +$555K | 0.55% | 23 |
|