GWAM
Guardian Wealth Advisors (Minnesota)’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
860
-210
| -20% | -$65.5K | 0.16% | 61 |
|
|
2025
Q1 | $560K | Sell |
1,070
-60
| -5% | -$31.4K | 0.36% | 36 |
|
|
2024
Q4 | $572K | Hold |
1,130
| – | – | 0.37% | 38 |
|
|
2024
Q3 | $661K | Sell |
1,130
-35
| -3% | -$20.5K | 0.41% | 35 |
|
|
2024
Q2 | $593K | Sell |
1,165
-25
| -2% | -$12.7K | 0.39% | 39 |
|
|
2024
Q1 | $589K | Hold |
1,190
| – | – | 0.38% | 41 |
|
|
2023
Q4 | $626K | Buy |
1,190
+211
| +22% | +$111K | 0.44% | 32 |
|
|
2023
Q3 | $494K | Sell |
979
-58
| -6% | -$29.3K | 0.38% | 40 |
|
|
2023
Q2 | $499K | Buy |
1,037
+2
| +0.2% | +$962 | 0.37% | 41 |
|
|
2023
Q1 | $489K | Hold |
1,035
| – | – | 0.38% | 40 |
|
|
2022
Q4 | $549K | Hold |
1,035
| – | – | 0.49% | 32 |
|
|
2022
Q3 | $523K | Sell |
1,035
-40
| -4% | -$20.2K | 0.51% | 30 |
|
|
2022
Q2 | $552K | Hold |
1,075
| – | – | 0.51% | 33 |
|
|
2022
Q1 | $548K | Hold |
1,075
| – | – | 0.45% | 38 |
|
|
2021
Q4 | $540K | Buy |
1,075
+22
| +2% | +$11.1K | 0.43% | 41 |
|
|
2021
Q3 | $412K | Hold |
1,053
| – | – | 0.37% | 44 |
|
|
2021
Q2 | $422K | Sell |
1,053
-50
| -5% | -$20K | 0.37% | 44 |
|
|
2021
Q1 | $410K | Hold |
1,103
| – | – | 0.38% | 47 |
|
|
2020
Q4 | $387K | Buy |
+1,103
| New | +$387K | 0.38% | 47 |
|