CWA
Core Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-196
| Closed | -$96.7K | – | 224 |
|
|
2024
Q1 | $96.7K | Sell |
196
-4,289
| -96% | -$2.12M | 0.03% | 75 |
|
|
2023
Q4 | $2.36M | Buy |
4,485
+13
| +0.3% | +$6.84K | 0.87% | 17 |
|
|
2023
Q3 | $2.25M | Buy |
4,472
+117
| +3% | +$59K | 0.92% | 13 |
|
|
2023
Q2 | $2.09M | Buy |
4,355
+199
| +5% | +$95.7K | 0.84% | 14 |
|
|
2023
Q1 | $1.96M | Buy |
4,156
+955
| +30% | +$451K | 0.78% | 18 |
|
|
2022
Q4 | $1.7M | Buy |
3,201
+194
| +6% | +$103K | 0.74% | 15 |
|
|
2022
Q3 | $1.52M | Buy |
3,007
+80
| +3% | +$40.4K | 0.89% | 13 |
|
|
2022
Q2 | $1.5M | Buy |
+2,927
| New | +$1.5M | 0.92% | 15 |
|
|
2021
Q3 | – | Sell |
-15
| Closed | -$6K | – | 205 |
|
|
2021
Q2 | $6K | Buy |
+15
| New | +$6K | ﹤0.01% | 149 |
|