CWP
Cyndeo Wealth Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
5,901
-21,426
| -78% | -$6.68M | 0.11% | 171 |
|
|
2025
Q1 | $14.3M | Sell |
27,327
-2,788
| -9% | -$1.46M | 0.94% | 26 |
|
|
2024
Q4 | $15.2M | Buy |
30,115
+1,273
| +4% | +$644K | 1.03% | 22 |
|
|
2024
Q3 | $16.9M | Buy |
28,842
+2,957
| +11% | +$1.73M | 1.18% | 13 |
|
|
2024
Q2 | $13.2M | Buy |
25,885
+2,041
| +9% | +$1.04M | 1.03% | 20 |
|
|
2024
Q1 | $11.8M | Sell |
23,844
-1,051
| -4% | -$520K | 0.98% | 21 |
|
|
2023
Q4 | $13.1M | Buy |
24,895
+7,192
| +41% | +$3.79M | 1.21% | 15 |
|
|
2023
Q3 | $8.93M | Sell |
17,703
-316
| -2% | -$159K | 0.93% | 25 |
|
|
2023
Q2 | $8.66M | Buy |
18,019
+2,059
| +13% | +$990K | 0.91% | 22 |
|
|
2023
Q1 | $7.54M | Sell |
15,960
-6,399
| -29% | -$3.02M | 0.81% | 28 |
|
|
2022
Q4 | $11.9M | Buy |
+22,359
| New | +$11.9M | 1.39% | 10 |
|