DWA

Dougherty Wealth Advisers’s UnitedHealth UNH Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$159K	Hold	510	–	–	0.11%	43
2025 Q1	$267K	Hold	510	–	–	0.2%	31
2024 Q4	$258K	Hold	510	–	–	0.2%	31
2024 Q3	$298K	Sell	510 -28	-5%	-$16.4K	0.24%	27
2024 Q2	$274K	Buy	538 +20	+4%	+$10.2K	0.24%	27
2024 Q1	$256K	Hold	518	–	–	0.23%	28
2023 Q4	$273K	Hold	518	–	–	0.25%	28
2023 Q3	$261K	Hold	518	–	–	0.3%	23
2023 Q2	$249K	Sell	518 -53	-9%	-$25.5K	0.34%	28
2023 Q1	$270K	Hold	571	–	–	0.41%	26
2022 Q4	$303K	Hold	571	–	–	0.5%	25
2022 Q3	$288K	Hold	571	–	–	0.57%	19
2022 Q2	$293K	Hold	571	–	–	0.55%	20
2022 Q1	$291K	Hold	571	–	–	0.44%	24
2021 Q4	$287K	Hold	571	–	–	0.4%	30
2021 Q3	$223K	Hold	571	–	–	0.33%	33
2021 Q2	$229K	Hold	571	–	–	0.34%	32
2021 Q1	$212K	Hold	571	–	–	0.32%	32
2020 Q4	$200K	Hold	571	–	–	0.31%	33
2020 Q3	$178K	Hold	571	–	–	0.61%	34
2020 Q2	$168K	Hold	571	–	–	0.61%	34
2020 Q1	$142K	Hold	571	–	–	0.57%	40
2019 Q4	$168K	Hold	571	–	–	0.51%	41
2019 Q3	$124K	Sell	571 -350	-38%	-$76K	0.41%	46
2019 Q2	$225K	Buy	921 +350	+61%	+$85.5K	0.64%	38
2019 Q1	$141K	Hold	571	–	–	0.48%	43
2018 Q4	$154K	Buy	+571	New	+$154K	0.51%	43