EWS
Eagle Wealth Strategies’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Sell |
986
-331
| -25% | -$103K | 0.17% | 67 |
|
|
2025
Q1 | $690K | Sell |
1,317
-354
| -21% | -$185K | 0.42% | 23 |
|
|
2024
Q4 | $845K | Sell |
1,671
-1
| -0.1% | -$506 | 0.61% | 18 |
|
|
2024
Q3 | $978K | Buy |
1,672
+621
| +59% | +$363K | 0.71% | 18 |
|
|
2024
Q2 | $535K | Sell |
1,051
-278
| -21% | -$142K | 0.43% | 31 |
|
|
2024
Q1 | $651K | Sell |
1,329
-39
| -3% | -$19.1K | 0.53% | 22 |
|
|
2023
Q4 | $720K | Buy |
+1,368
| New | +$720K | 0.43% | 24 |
|