HWA
Heartwood Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-511
| Closed | -$268K | – | 188 |
|
|
2025
Q1 | $268K | Sell |
511
-61
| -11% | -$31.9K | 0.03% | 153 |
|
|
2024
Q4 | $289K | Sell |
572
-24
| -4% | -$12.1K | 0.03% | 136 |
|
|
2024
Q3 | $348K | Sell |
596
-28
| -4% | -$16.4K | 0.04% | 122 |
|
|
2024
Q2 | $318K | Sell |
624
-45
| -7% | -$22.9K | 0.04% | 130 |
|
|
2024
Q1 | $331K | Hold |
669
| – | – | 0.04% | 111 |
|
|
2023
Q4 | $352K | Buy |
669
+1
| +0.1% | +$526 | 0.05% | 101 |
|
|
2023
Q3 | $337K | Sell |
668
-15
| -2% | -$7.56K | 0.05% | 98 |
|
|
2023
Q2 | $328K | Sell |
683
-2
| -0.3% | -$961 | 0.05% | 104 |
|
|
2023
Q1 | $324K | Buy |
685
+87
| +15% | +$41.1K | 0.05% | 96 |
|
|
2022
Q4 | $317K | Buy |
598
+174
| +41% | +$92.3K | 0.05% | 103 |
|
|
2022
Q3 | $214K | Hold |
424
| – | – | 0.04% | 108 |
|
|
2022
Q2 | $218K | Buy |
+424
| New | +$218K | 0.04% | 109 |
|