HWA
HCR Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Sell |
2,077
-46
| -2% | -$14.4K | 0.08% | 124 |
|
|
2025
Q1 | $1.11M | Sell |
2,123
-63
| -3% | -$33K | 0.14% | 94 |
|
|
2024
Q4 | $1.11M | Sell |
2,186
-79
| -3% | -$40K | 0.14% | 96 |
|
|
2024
Q3 | $1.32M | Buy |
2,265
+61
| +3% | +$35.7K | 0.17% | 90 |
|
|
2024
Q2 | $1.12M | Buy |
2,204
+84
| +4% | +$42.8K | 0.16% | 89 |
|
|
2024
Q1 | $1.05M | Buy |
2,120
+11
| +0.5% | +$5.44K | 0.16% | 90 |
|
|
2023
Q4 | $1.11M | Buy |
+2,109
| New | +$1.11M | 0.18% | 82 |
|
|
2023
Q2 | – | Sell |
-640
| Closed | -$302K | – | 184 |
|
|
2023
Q1 | $302K | Sell |
640
-50
| -7% | -$23.6K | 0.06% | 142 |
|
|
2022
Q4 | $366K | Hold |
690
| – | – | 0.08% | 127 |
|
|
2022
Q3 | $348K | Hold |
690
| – | – | 0.07% | 131 |
|
|
2022
Q2 | $354K | Hold |
690
| – | – | 0.07% | 133 |
|
|
2022
Q1 | $352K | Buy |
+690
| New | +$352K | 0.06% | 147 |
|
|
2020
Q1 | – | Sell |
-9,378
| Closed | -$2.76M | – | 257 |
|
|
2019
Q4 | $2.76M | Buy |
9,378
+54
| +0.6% | +$15.9K | 0.67% | 26 |
|
|
2019
Q3 | $2.05M | Buy |
9,324
+1,628
| +21% | +$358K | 0.68% | 31 |
|
|
2019
Q2 | $1.88M | Buy |
7,696
+1,835
| +31% | +$448K | 0.53% | 37 |
|
|
2019
Q1 | $1.31M | Sell |
5,861
-856
| -13% | -$191K | 0.38% | 54 |
|
|
2018
Q4 | $1.54M | Sell |
6,717
-6
| -0.1% | -$1.37K | 0.5% | 43 |
|
|
2018
Q3 | $1.64M | Buy |
6,723
+1,244
| +23% | +$303K | 0.53% | 44 |
|
|
2018
Q2 | $1.23M | Buy |
5,479
+435
| +9% | +$97.3K | 0.4% | 61 |
|
|
2018
Q1 | $962K | Buy |
5,044
+318
| +7% | +$60.6K | 0.33% | 75 |
|
|
2017
Q4 | $921K | Buy |
4,726
+53
| +1% | +$10.3K | 0.32% | 70 |
|
|
2017
Q3 | $807K | Buy |
4,673
+1,247
| +36% | +$215K | 0.34% | 75 |
|
|
2017
Q2 | $533K | Buy |
3,426
+130
| +4% | +$20.2K | 0.26% | 82 |
|
|
2017
Q1 | $450K | Sell |
3,296
-228
| -6% | -$31.1K | 0.23% | 92 |
|
|
2016
Q4 | $564K | Buy |
+3,524
| New | +$564K | 0.3% | 76 |
|