IWM
IHT Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Buy |
11,392
+224
| +2% | +$69.9K | 0.1% | 194 |
|
|
2025
Q1 | $5.82M | Sell |
11,168
-675
| -6% | -$352K | 0.18% | 112 |
|
|
2024
Q4 | $5.99M | Buy |
11,843
+274
| +2% | +$139K | 0.19% | 107 |
|
|
2024
Q3 | $6.76M | Buy |
11,569
+2,756
| +31% | +$1.61M | 0.19% | 103 |
|
|
2024
Q2 | $4.5M | Buy |
8,813
+205
| +2% | +$105K | 0.17% | 120 |
|
|
2024
Q1 | $4.26M | Sell |
8,608
-887
| -9% | -$439K | 0.17% | 121 |
|
|
2023
Q4 | $5M | Sell |
9,495
-66
| -0.7% | -$34.7K | 0.22% | 97 |
|
|
2023
Q3 | $4.82M | Buy |
9,561
+443
| +5% | +$223K | 0.24% | 93 |
|
|
2023
Q2 | $4.38M | Buy |
9,118
+1,473
| +19% | +$708K | 0.23% | 93 |
|
|
2023
Q1 | $3.61M | Buy |
7,645
+835
| +12% | +$395K | 0.21% | 105 |
|
|
2022
Q4 | $3.61M | Sell |
6,810
-1,106
| -14% | -$586K | 0.23% | 103 |
|
|
2022
Q3 | $4M | Buy |
7,916
+4,102
| +108% | +$2.07M | 0.3% | 66 |
|
|
2022
Q2 | $1.96M | Buy |
3,814
+75
| +2% | +$38.5K | 0.17% | 133 |
|
|
2022
Q1 | $1.91M | Sell |
3,739
-98
| -3% | -$50K | 0.14% | 146 |
|
|
2021
Q4 | $1.93M | Buy |
3,837
+345
| +10% | +$173K | 0.14% | 145 |
|
|
2021
Q3 | $1.36M | Sell |
3,492
-4,486
| -56% | -$1.75M | 0.11% | 183 |
|
|
2021
Q2 | $3.2M | Buy |
7,978
+1,828
| +30% | +$732K | 0.2% | 109 |
|
|
2021
Q1 | $2.29M | Buy |
6,150
+857
| +16% | +$319K | 0.16% | 142 |
|
|
2020
Q4 | $1.86M | Buy |
5,293
+746
| +16% | +$262K | 0.15% | 140 |
|
|
2020
Q3 | $1.42M | Buy |
4,547
+1,191
| +35% | +$371K | 0.14% | 152 |
|
|
2020
Q2 | $990K | Sell |
3,356
-1,040
| -24% | -$307K | 0.14% | 165 |
|
|
2020
Q1 | $1.1M | Buy |
4,396
+375
| +9% | +$93.5K | 0.16% | 150 |
|
|
2019
Q4 | $1.18M | Buy |
4,021
+350
| +10% | +$103K | 0.14% | 168 |
|
|
2019
Q3 | $816K | Buy |
3,671
+822
| +29% | +$183K | 0.11% | 220 |
|
|
2019
Q2 | $697K | Buy |
2,849
+1,034
| +57% | +$253K | 0.1% | 228 |
|
|
2019
Q1 | $449K | Buy |
1,815
+24
| +1% | +$5.94K | 0.07% | 285 |
|
|
2018
Q4 | $446K | Buy |
1,791
+78
| +5% | +$19.4K | 0.09% | 262 |
|
|
2018
Q3 | $456K | Buy |
1,713
+58
| +4% | +$15.4K | 0.1% | 239 |
|
|
2018
Q2 | $406K | Buy |
1,655
+242
| +17% | +$59.4K | 0.1% | 237 |
|
|
2018
Q1 | $307K | Sell |
1,413
-499
| -26% | -$108K | 0.08% | 266 |
|
|
2017
Q4 | $430K | Buy |
1,912
+513
| +37% | +$115K | 0.11% | 221 |
|
|
2017
Q3 | $275K | Buy |
1,399
+110
| +9% | +$21.6K | 0.12% | 200 |
|
|
2017
Q2 | $4 | Buy |
1,289
+303
| +31% | +$1 | ﹤0.01% | 1141 |
|
|
2017
Q1 | $163K | Sell |
986
-194
| -16% | -$32.1K | 0.11% | 210 |
|
|
2016
Q4 | $191K | Buy |
+1,180
| New | +$191K | 0.14% | 166 |
|