DWM
Diversify Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
11,572
+2,091
| +22% | +$547K | 0.19% | 145 |
|
|
2025
Q1 | $3.88M | Sell |
9,481
-2,685
| -22% | -$1.1M | 0.29% | 101 |
|
|
2024
Q4 | $6.33M | Buy |
12,166
+1,678
| +16% | +$874K | 0.49% | 49 |
|
|
2024
Q3 | $5.92M | Sell |
10,488
-2,900
| -22% | -$1.64M | 0.57% | 38 |
|
|
2024
Q2 | $7.63M | Buy |
+13,388
| New | +$7.63M | 0.95% | 19 |
|