GWWM
Great Waters Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Buy |
17,248
+11
| +0.1% | +$3.43K | 0.7% | 15 |
|
|
2025
Q1 | $9.03M | Sell |
17,237
-347
| -2% | -$182K | 1.25% | 13 |
|
|
2024
Q4 | $8.9M | Sell |
17,584
-289
| -2% | -$146K | 1.14% | 14 |
|
|
2024
Q3 | $10.5M | Sell |
17,873
-127
| -0.7% | -$74.3K | 1.41% | 13 |
|
|
2024
Q2 | $9.17M | Sell |
18,000
-634
| -3% | -$323K | 1.4% | 13 |
|
|
2024
Q1 | $9.22M | Sell |
18,634
-42
| -0.2% | -$20.8K | 1.51% | 13 |
|
|
2023
Q4 | $10.1M | Sell |
18,676
-254
| -1% | -$138K | 1.8% | 12 |
|
|
2023
Q3 | $9.93M | Sell |
18,930
-80
| -0.4% | -$42K | 1.97% | 12 |
|
|
2023
Q2 | $9.14M | Buy |
19,010
+96
| +0.5% | +$46.1K | 1.82% | 12 |
|
|
2023
Q1 | $9.15M | Sell |
18,914
-223
| -1% | -$108K | 1.93% | 12 |
|
|
2022
Q4 | $9.42M | Buy |
+19,137
| New | +$9.42M | 2.03% | 12 |
|