IWS
Insight Wealth Strategies’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,336
| Closed | -$3.32M | – | 180 |
|
|
2025
Q1 | $3.32M | Buy |
6,336
+141
| +2% | +$73.8K | 0.45% | 69 |
|
|
2024
Q4 | $3.13M | Sell |
6,195
-197
| -3% | -$99.6K | 0.42% | 74 |
|
|
2024
Q3 | $3.74M | Buy |
6,392
+50
| +0.8% | +$29.2K | 0.49% | 58 |
|
|
2024
Q2 | $3.23M | Buy |
6,342
+163
| +3% | +$83K | 0.46% | 58 |
|
|
2024
Q1 | $3.06M | Buy |
6,179
+756
| +14% | +$374K | 0.45% | 53 |
|
|
2023
Q4 | $2.86M | Buy |
5,423
+76
| +1% | +$40K | 0.46% | 41 |
|
|
2023
Q3 | $2.7M | Buy |
5,347
+447
| +9% | +$225K | 0.52% | 37 |
|
|
2023
Q2 | $2.36M | Sell |
4,900
-5
| -0.1% | -$2.4K | 0.45% | 37 |
|
|
2023
Q1 | $2.32M | Buy |
4,905
+43
| +0.9% | +$20.3K | 0.45% | 29 |
|
|
2022
Q4 | $2.58M | Sell |
4,862
-104
| -2% | -$55.1K | 0.5% | 27 |
|
|
2022
Q3 | $2.55M | Hold |
4,966
| – | – | 0.47% | 28 |
|
|
2022
Q2 | $2.55M | Sell |
4,966
-224
| -4% | -$115K | 0.47% | 28 |
|
|
2022
Q1 | $2.65M | Buy |
5,190
+601
| +13% | +$307K | 0.39% | 33 |
|
|
2021
Q4 | $2.31M | Buy |
4,589
+460
| +11% | +$231K | 0.33% | 44 |
|
|
2021
Q3 | $1.61M | Buy |
4,129
+196
| +5% | +$76.6K | 0.23% | 64 |
|
|
2021
Q2 | $1.58M | Sell |
3,933
-886
| -18% | -$355K | 0.22% | 61 |
|
|
2021
Q1 | $1.79M | Buy |
4,819
+2,481
| +106% | +$923K | 0.24% | 61 |
|
|
2020
Q4 | $820K | Buy |
2,338
+161
| +7% | +$56.5K | 0.14% | 87 |
|
|
2020
Q3 | $679K | Buy |
2,177
+240
| +12% | +$74.9K | 0.13% | 82 |
|
|
2020
Q2 | $571K | Sell |
1,937
-2,856
| -60% | -$842K | 0.13% | 76 |
|
|
2020
Q1 | $1.2M | Sell |
4,793
-8,257
| -63% | -$2.06M | 0.32% | 32 |
|
|
2019
Q4 | $3.84M | Buy |
13,050
+313
| +2% | +$92K | 0.81% | 24 |
|
|
2019
Q3 | $2.77M | Buy |
12,737
+44
| +0.3% | +$9.56K | 0.65% | 26 |
|
|
2019
Q2 | $3.1M | Buy |
12,693
+3,017
| +31% | +$736K | 0.76% | 24 |
|
|
2019
Q1 | $2.39M | Buy |
9,676
+1,405
| +17% | +$347K | 0.67% | 28 |
|
|
2018
Q4 | $2.06M | Buy |
+8,271
| New | +$2.06M | 0.63% | 24 |
|