IWA
IVC Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Sell |
1,452
-114
| -7% | -$35.6K | 0.22% | 87 |
|
|
2025
Q1 | $820K | Sell |
1,566
-69
| -4% | -$36.1K | 0.44% | 51 |
|
|
2024
Q4 | $827K | Sell |
1,635
-252
| -13% | -$127K | 0.46% | 49 |
|
|
2024
Q3 | $1.1M | Sell |
1,887
-18
| -0.9% | -$10.5K | 0.6% | 38 |
|
|
2024
Q2 | $970K | Buy |
1,905
+37
| +2% | +$18.8K | 0.54% | 43 |
|
|
2024
Q1 | $924K | Sell |
1,868
-92
| -5% | -$45.5K | 0.53% | 46 |
|
|
2023
Q4 | $1.03M | Buy |
1,960
+21
| +1% | +$11.1K | 0.64% | 40 |
|
|
2023
Q3 | $978K | Sell |
1,939
-5
| -0.3% | -$2.52K | 0.65% | 39 |
|
|
2023
Q2 | $934K | Buy |
1,944
+40
| +2% | +$19.2K | 0.59% | 45 |
|
|
2023
Q1 | $900K | Sell |
1,904
-2,870
| -60% | -$1.36M | 0.64% | 46 |
|
|
2022
Q4 | $1.04M | Buy |
4,774
+2,800
| +142% | +$610K | 0.77% | 32 |
|
|
2022
Q3 | $997K | Buy |
1,974
+8
| +0.4% | +$4.04K | 0.8% | 31 |
|
|
2022
Q2 | $1.01M | Sell |
1,966
-262
| -12% | -$135K | 0.78% | 32 |
|
|
2022
Q1 | $1.14M | Buy |
2,228
+112
| +5% | +$57.1K | 0.75% | 30 |
|
|
2021
Q4 | $1.06M | Sell |
2,116
-154
| -7% | -$77.3K | 0.68% | 38 |
|
|
2021
Q3 | $887K | Sell |
2,270
-2
| -0.1% | -$781 | 0.61% | 43 |
|
|
2021
Q2 | $910K | Sell |
2,272
-14
| -0.6% | -$5.61K | 0.64% | 41 |
|
|
2021
Q1 | $850K | Buy |
2,286
+53
| +2% | +$19.7K | 0.67% | 40 |
|
|
2020
Q4 | $783K | Buy |
+2,233
| New | +$783K | 0.75% | 36 |
|