CWS
Cypress Wealth Services’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Buy |
1,578
+175
| +12% | +$54.6K | 0.09% | 173 |
|
|
2025
Q1 | $735K | Sell |
1,403
-122
| -8% | -$63.9K | 0.15% | 113 |
|
|
2024
Q4 | $771K | Buy |
1,525
+80
| +6% | +$40.5K | 0.15% | 102 |
|
|
2024
Q3 | $845K | Buy |
1,445
+79
| +6% | +$46.2K | 0.17% | 97 |
|
|
2024
Q2 | $695K | Buy |
1,366
+83
| +6% | +$42.3K | 0.15% | 106 |
|
|
2024
Q1 | $635K | Buy |
1,283
+56
| +5% | +$27.7K | 0.15% | 114 |
|
|
2023
Q4 | $646K | Buy |
1,227
+9
| +0.7% | +$4.74K | 0.16% | 110 |
|
|
2023
Q3 | $614K | Buy |
1,218
+14
| +1% | +$7.06K | 0.17% | 112 |
|
|
2023
Q2 | $583K | Buy |
1,204
+122
| +11% | +$59.1K | 0.15% | 115 |
|
|
2023
Q1 | $511K | Sell |
1,082
-13
| -1% | -$6.14K | 0.15% | 123 |
|
|
2022
Q4 | $580K | Buy |
1,095
+55
| +5% | +$29.2K | 0.19% | 101 |
|
|
2022
Q3 | $525K | Sell |
1,040
-278
| -21% | -$140K | 0.18% | 107 |
|
|
2022
Q2 | $677K | Sell |
1,318
-224
| -15% | -$115K | 0.22% | 89 |
|
|
2022
Q1 | $786K | Buy |
1,542
+33
| +2% | +$16.8K | 0.21% | 83 |
|
|
2021
Q4 | $758K | Buy |
1,509
+24
| +2% | +$12.1K | 0.21% | 83 |
|
|
2021
Q3 | $580K | Sell |
1,485
-129
| -8% | -$50.4K | 0.17% | 91 |
|
|
2021
Q2 | $646K | Sell |
1,614
-204
| -11% | -$81.7K | 0.18% | 103 |
|
|
2021
Q1 | $676K | Buy |
1,818
+213
| +13% | +$79.2K | 0.14% | 119 |
|
|
2020
Q4 | $563K | Buy |
+1,605
| New | +$563K | 0.13% | 133 |
|
|
2020
Q3 | – | Sell |
-1,459
| Closed | -$430K | – | 226 |
|
|
2020
Q2 | $430K | Sell |
1,459
-68
| -4% | -$20K | 0.1% | 160 |
|
|
2020
Q1 | $381K | Buy |
1,527
+5
| +0.3% | +$1.25K | 0.11% | 150 |
|
|
2019
Q4 | $447K | Hold |
1,522
| – | – | 0.11% | 145 |
|
|
2019
Q3 | $331K | Buy |
1,522
+102
| +7% | +$22.2K | 0.09% | 177 |
|
|
2019
Q2 | $347K | Buy |
1,420
+7
| +0.5% | +$1.71K | 0.1% | 171 |
|
|
2019
Q1 | $349K | Buy |
+1,413
| New | +$349K | 0.11% | 162 |
|