IWS
Integrity Wealth Solutions’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-413
| Closed | -$241K | – | 101 |
|
|
2024
Q3 | $241K | Buy |
413
+15
| +4% | +$8.76K | 0.14% | 83 |
|
|
2024
Q2 | $203K | Buy |
+398
| New | +$203K | 0.13% | 88 |
|
|
2024
Q1 | – | Sell |
-395
| Closed | -$208K | – | 106 |
|
|
2023
Q4 | $208K | Buy |
+395
| New | +$208K | 0.14% | 95 |
|