MWS
Maxwell Wealth Strategies’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2M | Buy |
3,957
+85
| +2% | +$43K | 0.82% | 38 |
|
|
2024
Q3 | $2.2M | Buy |
3,872
+804
| +26% | +$456K | 0.93% | 39 |
|
|
2024
Q2 | $1.56M | Buy |
3,068
+7
| +0.2% | +$3.57K | 0.77% | 43 |
|
|
2024
Q1 | $1.47M | Buy |
3,061
+2,579
| +535% | +$1.24M | 0.75% | 47 |
|
|
2023
Q4 | $254K | Buy |
+482
| New | +$254K | 0.17% | 86 |
|