DWM
Dogwood Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Buy |
1,407
+33
| +2% | +$10.2K | 0.21% | 75 |
|
|
2025
Q1 | $720K | Buy |
1,374
+159
| +13% | +$83.3K | 0.38% | 59 |
|
|
2024
Q4 | $615K | Buy |
1,215
+361
| +42% | +$183K | 0.33% | 60 |
|
|
2024
Q3 | $499K | Buy |
854
+46
| +6% | +$26.9K | 0.29% | 68 |
|
|
2024
Q2 | $411K | Buy |
808
+179
| +28% | +$91.1K | 0.25% | 56 |
|
|
2024
Q1 | $311K | Buy |
629
+107
| +20% | +$53K | 0.21% | 67 |
|
|
2023
Q4 | $275K | Buy |
+522
| New | +$275K | 0.21% | 63 |
|