CCWM
Correct Capital Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
1,135
-3,835
| -77% | -$1.2M | 0.05% | 91 |
|
|
2025
Q1 | $2.6M | Buy |
4,970
+1,022
| +26% | +$535K | 0.42% | 21 |
|
|
2024
Q4 | $2M | Buy |
3,948
+729
| +23% | +$369K | 0.4% | 27 |
|
|
2024
Q3 | $1.88M | Buy |
3,219
+1,133
| +54% | +$662K | 0.42% | 28 |
|
|
2024
Q2 | $1.06M | Buy |
2,086
+350
| +20% | +$178K | 0.25% | 47 |
|
|
2024
Q1 | $859K | Buy |
1,736
+264
| +18% | +$131K | 0.2% | 64 |
|
|
2023
Q4 | $775K | Buy |
+1,472
| New | +$775K | 0.2% | 57 |
|