IHWM
Iron Horse Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
1,048
-83
| -7% | -$25.9K | 0.1% | 36 |
|
|
2025
Q1 | $592K | Sell |
1,131
-6
| -0.5% | -$3.14K | 0.19% | 26 |
|
|
2024
Q4 | $575K | Buy |
1,137
+13
| +1% | +$6.58K | 0.19% | 25 |
|
|
2024
Q3 | $657K | Sell |
1,124
-43
| -4% | -$25.1K | 0.22% | 22 |
|
|
2024
Q2 | $594K | Hold |
1,167
| – | – | 0.23% | 22 |
|
|
2024
Q1 | $577K | Hold |
1,167
| – | – | 0.23% | 22 |
|
|
2023
Q4 | $614K | Sell |
1,167
-50
| -4% | -$26.3K | 0.27% | 21 |
|
|
2023
Q3 | $614K | Buy |
1,217
+19
| +2% | +$9.58K | 0.3% | 21 |
|
|
2023
Q2 | $576K | Hold |
1,198
| – | – | 0.28% | 22 |
|
|
2023
Q1 | $566K | Buy |
1,198
+4
| +0.3% | +$1.89K | 0.28% | 22 |
|
|
2022
Q4 | $633K | Buy |
+1,194
| New | +$633K | 0.34% | 21 |
|
|
2022
Q3 | – | Sell |
-1,244
| Closed | -$639K | – | 278 |
|
|
2022
Q2 | $639K | Hold |
1,244
| – | – | 0.36% | 21 |
|
|
2022
Q1 | $634K | Sell |
1,244
-50
| -4% | -$25.5K | 0.35% | 22 |
|
|
2021
Q4 | $650K | Hold |
1,294
| – | – | 0.37% | 20 |
|
|
2021
Q3 | $506K | Sell |
1,294
-50
| -4% | -$19.6K | 0.31% | 22 |
|
|
2021
Q2 | $538K | Hold |
1,344
| – | – | 0.35% | 21 |
|
|
2021
Q1 | $500K | Hold |
1,344
| – | – | 0.37% | 21 |
|
|
2020
Q4 | $471K | Buy |
+1,344
| New | +$471K | 0.38% | 23 |
|