HWM
Horizon Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
830
-98
| -11% | -$30.6K | 0.05% | 85 |
|
|
2025
Q1 | $486K | Buy |
928
+70
| +8% | +$36.7K | 0.08% | 55 |
|
|
2024
Q4 | $434K | Buy |
858
+1
| +0.1% | +$506 | 0.08% | 58 |
|
|
2024
Q3 | $501K | Buy |
857
+1
| +0.1% | +$585 | 0.1% | 49 |
|
|
2024
Q2 | $436K | Sell |
856
-321
| -27% | -$164K | 0.1% | 42 |
|
|
2024
Q1 | $582K | Buy |
1,177
+51
| +5% | +$25.2K | 0.15% | 37 |
|
|
2023
Q4 | $593K | Buy |
1,126
+12
| +1% | +$6.32K | 0.16% | 35 |
|
|
2023
Q3 | $562K | Buy |
1,114
+4
| +0.4% | +$2.02K | 0.23% | 33 |
|
|
2023
Q2 | $533K | Buy |
1,110
+1
| +0.1% | +$481 | 0.21% | 34 |
|
|
2023
Q1 | $524K | Sell |
1,109
-414
| -27% | -$196K | 0.39% | 33 |
|
|
2022
Q4 | $807K | Sell |
1,523
-88
| -5% | -$46.7K | 0.66% | 22 |
|
|
2022
Q3 | $814K | Sell |
1,611
-32
| -2% | -$16.2K | 0.6% | 23 |
|
|
2022
Q2 | $844K | Buy |
1,643
+185
| +13% | +$95K | 0.35% | 36 |
|
|
2022
Q1 | $744K | Sell |
1,458
-1,444
| -50% | -$737K | 0.23% | 41 |
|
|
2021
Q4 | $1.46M | Buy |
+2,902
| New | +$1.46M | 0.42% | 30 |
|