EWM
Elite Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-956
| Closed | -$484K | – | 38 |
|
|
2024
Q4 | $484K | Hold |
956
| – | – | 0.06% | 27 |
|
|
2024
Q3 | $559K | Buy |
956
+115
| +14% | +$67.2K | 0.08% | 28 |
|
|
2024
Q2 | $428K | Hold |
841
| – | – | 0.01% | 32 |
|
|
2024
Q1 | $416K | Hold |
841
| – | – | 0.01% | 36 |
|
|
2023
Q4 | $443K | Hold |
841
| – | – | 0.03% | 29 |
|
|
2023
Q3 | $424K | Hold |
841
| – | – | 0.03% | 36 |
|
|
2023
Q2 | $404K | Sell |
841
-9
| -1% | -$4.33K | 0.03% | 37 |
|
|
2023
Q1 | $402K | Buy |
+850
| New | +$402K | 0.02% | 41 |
|
|
2021
Q4 | – | Sell |
-1,752
| Closed | -$685K | – | 64 |
|
|
2021
Q3 | $685K | Sell |
1,752
-700
| -29% | -$274K | 0.13% | 36 |
|
|
2021
Q2 | $982 | Hold |
2,452
| – | – | 0.09% | 32 |
|
|
2021
Q1 | $912 | Buy |
2,452
+8
| +0.3% | +$3 | 0.12% | 31 |
|
|
2020
Q4 | $857K | Buy |
2,444
+8
| +0.3% | +$2.81K | 0.11% | 30 |
|
|
2020
Q3 | $759K | Buy |
2,436
+10
| +0.4% | +$3.12K | 0.1% | 28 |
|
|
2020
Q2 | $716K | Buy |
2,426
+11
| +0.5% | +$3.25K | 0.21% | 27 |
|
|
2020
Q1 | $602K | Buy |
2,415
+1,600
| +196% | +$399K | 0.47% | 28 |
|
|
2019
Q4 | $240K | Buy |
+815
| New | +$240K | 0.13% | 24 |
|
|
2019
Q2 | – | Sell |
-815
| Closed | -$202K | – | 29 |
|
|
2019
Q1 | $202K | Hold |
815
| – | – | 0.37% | 29 |
|
|
2018
Q4 | $203K | Hold |
815
| – | – | 0.2% | 43 |
|
|
2018
Q3 | $217K | Hold |
815
| – | – | 0.05% | 44 |
|
|
2018
Q2 | $200K | Buy |
+815
| New | +$200K | 0.07% | 48 |
|
|
2016
Q3 | $114K | Buy |
+815
| New | +$114K | 0.19% | 44 |
|
|
2015
Q3 | – | Sell |
-5,728
| Closed | -$698K | – | 66 |
|
|
2015
Q2 | $698K | Sell |
5,728
-4,706
| -45% | -$573K | 0.72% | 38 |
|
|
2015
Q1 | $1.23M | Buy |
10,434
+197
| +2% | +$23.3K | 1.09% | 35 |
|
|
2014
Q4 | $1.03M | Sell |
10,237
-3,353
| -25% | -$339K | 0.99% | 21 |
|
|
2014
Q3 | $1.17M | Sell |
13,590
-384
| -3% | -$33.1K | 1.06% | 13 |
|
|
2014
Q2 | $1.14M | Sell |
13,974
-3,361
| -19% | -$275K | 1.14% | 17 |
|
|
2014
Q1 | $1.42M | Buy |
17,335
+17,081
| +6,725% | +$1.4M | 1.15% | 21 |
|
|
2013
Q4 | $19K | Buy |
254
+54
| +27% | +$4.04K | 0.01% | 275 |
|
|
2013
Q3 | $14K | Buy |
+200
| New | +$14K | 0.01% | 279 |
|