IWA
IBEX Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,923
| Closed | -$1.6M | – | 232 |
|
|
2024
Q3 | $1.6M | Buy |
21,923
+21,513
| +5,247% | +$1.57M | 0.44% | 52 |
|
|
2024
Q2 | $209K | Sell |
410
-17,693
| -98% | -$9.01M | 0.03% | 130 |
|
|
2024
Q1 | $9.6M | Buy |
18,103
+18,093
| +180,930% | +$9.59M | 2.6% | 8 |
|
|
2023
Q4 | $5.02K | Sell |
10
-9,264
| -100% | -$4.65M | 1.09% | 37 |
|
|
2023
Q3 | $4.68M | Buy |
+9,274
| New | +$4.68M | 1.19% | 32 |
|
|
2023
Q1 | $6.51M | Sell |
13,766
-4,337
| -24% | -$2.05M | 1.69% | 19 |
|
|
2022
Q4 | $9.6M | Sell |
18,103
-150
| -0.8% | -$79.5K | 2.17% | 8 |
|
|
2022
Q3 | $9.22M | Sell |
18,253
-384
| -2% | -$194K | 2.4% | 9 |
|
|
2022
Q2 | $9.57M | Sell |
18,637
-172
| -0.9% | -$88.3K | 2.2% | 5 |
|
|
2022
Q1 | $9.59M | Buy |
18,809
+4,158
| +28% | +$2.12M | 1.84% | 8 |
|
|
2021
Q4 | $7.36M | Buy |
14,651
+157
| +1% | +$78.8K | 1.3% | 20 |
|
|
2021
Q3 | $5.66M | Buy |
14,494
+998
| +7% | +$390K | 1.09% | 26 |
|
|
2021
Q2 | $5.4M | Buy |
13,496
+599
| +5% | +$240K | 1.08% | 25 |
|
|
2021
Q1 | $4.8M | Buy |
12,897
+290
| +2% | +$108K | 1.18% | 28 |
|
|
2020
Q4 | $4.42M | Buy |
12,607
+408
| +3% | +$143K | 1.15% | 30 |
|
|
2020
Q3 | $3.8M | Sell |
12,199
-6,474
| -35% | -$2.02M | 1.1% | 35 |
|
|
2020
Q2 | $5.51M | Buy |
18,673
+6,467
| +53% | +$1.91M | 1.77% | 13 |
|
|
2020
Q1 | $3.04M | Sell |
12,206
-550
| -4% | -$137K | 1.19% | 37 |
|
|
2019
Q4 | $3.75M | Sell |
12,756
-535
| -4% | -$157K | 1.15% | 29 |
|
|
2019
Q3 | $2.89M | Sell |
13,291
-197
| -1% | -$42.8K | 0.96% | 42 |
|
|
2019
Q2 | $3.29M | Sell |
13,488
-1,872
| -12% | -$457K | 0.95% | 37 |
|
|
2019
Q1 | $3.8M | Sell |
15,360
-8,112
| -35% | -$2.01M | 1.33% | 24 |
|
|
2018
Q4 | $5.85M | Sell |
23,472
-5,856
| -20% | -$1.46M | 2.67% | 4 |
|
|
2018
Q3 | $7.89M | Buy |
29,328
+219
| +0.8% | +$58.9K | 2.82% | 5 |
|
|
2018
Q2 | $6.32M | Hold |
29,109
| – | – | 2.53% | 4 |
|
|
2018
Q1 | $6.32M | Sell |
29,109
-1,542
| -5% | -$335K | 2.57% | 4 |
|
|
2017
Q4 | $6.89M | Sell |
30,651
-1,029
| -3% | -$231K | 3.05% | 5 |
|
|
2017
Q3 | $6.22M | Sell |
31,680
-602
| -2% | -$118K | 2.3% | 4 |
|
|
2017
Q2 | $6.04M | Buy |
32,282
+960
| +3% | +$179K | 2.38% | 4 |
|
|
2017
Q1 | $5.18M | Buy |
31,322
+861
| +3% | +$142K | 3.19% | 4 |
|
|
2016
Q4 | $4.83M | Buy |
30,461
+193
| +0.6% | +$30.6K | 2.31% | 5 |
|
|
2016
Q3 | $4.24M | Buy |
+30,268
| New | +$4.24M | 2.32% | 5 |
|