DWAM
Duncan Williams Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
4,246
+1,324
| +45% | +$413K | 0.42% | 42 |
|
|
2025
Q1 | $1.53M | Buy |
2,922
+201
| +7% | +$105K | 0.55% | 30 |
|
|
2024
Q4 | $1.38M | Buy |
2,721
+147
| +6% | +$74.4K | 0.54% | 34 |
|
|
2024
Q3 | $1.5M | Buy |
2,574
+528
| +26% | +$309K | 0.83% | 19 |
|
|
2024
Q2 | $1.04M | Buy |
2,046
+182
| +10% | +$92.7K | 0.88% | 19 |
|
|
2024
Q1 | $922K | Buy |
+1,864
| New | +$922K | 0.83% | 21 |
|