DWM
Defined Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
3,369
+67
| +2% | +$20.9K | 0.65% | 44 |
|
|
2025
Q1 | $1.73M | Sell |
3,302
-17
| -0.5% | -$8.9K | 1.16% | 26 |
|
|
2024
Q4 | $1.68M | Sell |
3,319
-12
| -0.4% | -$6.07K | 1.11% | 26 |
|
|
2024
Q3 | $1.95M | Sell |
3,331
-1
| -0% | -$585 | 1.26% | 25 |
|
|
2024
Q2 | $1.7M | Buy |
3,332
+15
| +0.5% | +$7.64K | 1.18% | 26 |
|
|
2024
Q1 | $1.64M | Sell |
3,317
-99
| -3% | -$49K | 1.18% | 26 |
|
|
2023
Q4 | $1.8M | Buy |
3,416
+10
| +0.3% | +$5.27K | 1.38% | 21 |
|
|
2023
Q3 | $1.72M | Buy |
3,406
+28
| +0.8% | +$14.1K | 1.46% | 21 |
|
|
2023
Q2 | $1.62M | Buy |
3,378
+4
| +0.1% | +$1.92K | 1.37% | 22 |
|
|
2023
Q1 | $1.59M | Hold |
3,374
| – | – | 1.49% | 22 |
|
|
2022
Q4 | $1.79M | Hold |
3,374
| – | – | 1.68% | 15 |
|
|
2022
Q3 | $1.7M | Hold |
3,374
| – | – | 1.86% | 13 |
|
|
2022
Q2 | $1.73M | Hold |
3,374
| – | – | 1.78% | 13 |
|
|
2022
Q1 | $1.72M | Hold |
3,374
| – | – | 1.51% | 18 |
|
|
2021
Q4 | $1.69M | Hold |
3,374
| – | – | 1.39% | 20 |
|
|
2021
Q3 | $1.32M | Buy |
3,374
+112
| +3% | +$43.8K | 1.17% | 23 |
|
|
2021
Q2 | $1.31M | Hold |
3,262
| – | – | 1.16% | 23 |
|
|
2021
Q1 | $1.21M | Hold |
3,262
| – | – | 1.15% | 23 |
|
|
2020
Q4 | $1.14M | Buy |
+3,262
| New | +$1.14M | 1.13% | 22 |
|