GWA
Gratus Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Sell |
2,048
-304
| -13% | -$94.8K | 0.1% | 78 |
|
|
2025
Q1 | $1.23M | Hold |
2,352
| – | – | 0.2% | 46 |
|
|
2024
Q4 | $1.19M | Sell |
2,352
-87
| -4% | -$44K | 0.19% | 51 |
|
|
2024
Q3 | $1.42M | Sell |
2,439
-46
| -2% | -$26.8K | 0.23% | 46 |
|
|
2024
Q2 | $1.4M | Sell |
2,485
-105
| -4% | -$59.4K | 0.24% | 41 |
|
|
2024
Q1 | $1.28M | Buy |
2,590
+211
| +9% | +$104K | 0.23% | 43 |
|
|
2023
Q4 | $1.25M | Buy |
+2,379
| New | +$1.25M | 0.25% | 46 |
|