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CWC Advisors’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.36M Buy
4,370
+1,393
+47% +$435K 0.7% 35
2025
Q1
$1.56M Buy
2,977
+1,092
+58% +$572K 0.89% 31
2024
Q4
$954K Buy
1,885
+42
+2% +$21.2K 0.95% 31
2024
Q3
$1.08M Buy
+1,843
New +$1.08M 1.06% 28