MWA
Monograph Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
988
+21
| +2% | +$6.55K | 0.04% | 103 |
|
|
2025
Q1 | $507K | Sell |
967
-210
| -18% | -$110K | 0.07% | 71 |
|
|
2024
Q4 | $596K | Buy |
1,177
+66
| +6% | +$33.4K | 0.08% | 62 |
|
|
2024
Q3 | $650K | Hold |
1,111
| – | – | 0.08% | 63 |
|
|
2024
Q2 | $566K | Buy |
+1,111
| New | +$566K | 0.08% | 62 |
|