NWMG
UNH icon

Nicholson Wealth Management Group’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$958K Buy
3,071
+228
+8% +$71.1K 0.59% 77
2025
Q1
$1.49M Buy
2,843
+117
+4% +$61.3K 0.98% 58
2024
Q4
$1.38M Buy
2,726
+1,067
+64% +$540K 0.92% 67
2024
Q3
$970K Buy
+1,659
New +$970K 0.8% 37