DWS
Dynamic Wealth Strategies’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.9K | Buy |
253
+77
| +44% | +$24K | 0.06% | 108 |
|
|
2025
Q1 | $92.2K | Buy |
+176
| New | +$92.2K | 0.08% | 105 |
|
|
2024
Q4 | – | Sell |
-167
| Closed | -$98K | – | 212 |
|
|
2024
Q3 | $98K | Sell |
167
-4
| -2% | -$2.35K | 0.08% | 101 |
|
|
2024
Q2 | $87K | Buy |
171
+3
| +2% | +$1.53K | 0.07% | 105 |
|
|
2024
Q1 | $83K | Buy |
168
+14
| +9% | +$6.92K | 0.07% | 106 |
|
|
2023
Q4 | $81.1K | Buy |
+154
| New | +$81.1K | 0.07% | 106 |
|