HNWAG
High Net Worth Advisory Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
1,318
+270
| +26% | +$84.4K | 0.11% | 147 |
|
|
2025
Q1 | $549K | Hold |
1,048
| – | – | 0.16% | 121 |
|
|
2024
Q4 | $530K | Sell |
1,048
-200
| -16% | -$101K | 0.15% | 124 |
|
|
2024
Q3 | $730K | Hold |
1,248
| – | – | 0.2% | 102 |
|
|
2024
Q2 | $636K | Sell |
1,248
-30
| -2% | -$15.3K | 0.19% | 104 |
|
|
2024
Q1 | $632K | Buy |
1,278
+270
| +27% | +$134K | 0.2% | 104 |
|
|
2023
Q4 | $531K | Sell |
1,008
-77
| -7% | -$40.6K | 0.2% | 104 |
|
|
2023
Q3 | $547K | Buy |
1,085
+93
| +9% | +$46.9K | 0.22% | 99 |
|
|
2023
Q2 | $477K | Buy |
992
+44
| +5% | +$21.2K | 0.19% | 115 |
|
|
2023
Q1 | $448K | Buy |
948
+15
| +2% | +$7.09K | 0.18% | 115 |
|
|
2022
Q4 | $495K | Sell |
933
-65
| -7% | -$34.5K | 0.19% | 107 |
|
|
2022
Q3 | $504K | Hold |
998
| – | – | 0.22% | 98 |
|
|
2022
Q2 | $513K | Buy |
998
+151
| +18% | +$77.6K | 0.21% | 98 |
|
|
2022
Q1 | $432K | Buy |
847
+123
| +17% | +$62.7K | 0.16% | 119 |
|
|
2021
Q4 | $364K | Buy |
+724
| New | +$364K | 0.13% | 136 |
|