EWA
Etesian Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-870
| Closed | -$456K | – | 139 |
|
|
2025
Q1 | $456K | Sell |
870
-43
| -5% | -$22.5K | 0.2% | 97 |
|
|
2024
Q4 | $462K | Hold |
913
| – | – | 0.2% | 101 |
|
|
2024
Q3 | $534K | Sell |
913
-21
| -2% | -$12.3K | 0.24% | 98 |
|
|
2024
Q2 | $476K | Buy |
934
+38
| +4% | +$19.4K | 0.27% | 93 |
|
|
2024
Q1 | $443K | Sell |
896
-84
| -9% | -$41.6K | 0.25% | 91 |
|
|
2023
Q4 | $514K | Buy |
980
+21
| +2% | +$11K | 0.31% | 87 |
|
|
2023
Q3 | $484K | Sell |
959
-4
| -0.4% | -$2.02K | 0.33% | 85 |
|
|
2023
Q2 | $463K | Buy |
963
+4
| +0.4% | +$1.92K | 0.3% | 87 |
|
|
2023
Q1 | $453K | Sell |
959
-12
| -1% | -$5.67K | 0.3% | 89 |
|
|
2022
Q4 | $515K | Buy |
+971
| New | +$515K | 0.37% | 83 |
|