NWWA
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New Wave Wealth Advisors’s UnitedHealth UNH Stock Holding History

New Wave Wealth Advisors’s Portfolio UNH Stock Details UNH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$229K Buy
+733
New +$229K 0.1% 122
2025
Q1 		– Sell
-992
Closed -$502K – 641
2024
Q4 		$502K Sell
992
-75
-7% -$37.9K 0.21% 67
2024
Q3 		$624K Buy
+1,067
New +$624K 0.29% 56