OBWP
O'Brien Wealth Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24K | Sell |
77
-10
| -11% | -$3.12K | ﹤0.01% | 74 |
|
|
2025
Q1 | $45.6K | Buy |
87
+37
| +74% | +$19.4K | 0.01% | 63 |
|
|
2024
Q4 | $25.3K | Hold |
50
| – | – | ﹤0.01% | 62 |
|
|
2024
Q3 | $29.2K | Sell |
50
-7
| -12% | -$4.09K | 0.01% | 60 |
|
|
2024
Q2 | $29K | Sell |
57
-7
| -11% | -$3.57K | 0.01% | 55 |
|
|
2024
Q1 | $31.7K | Sell |
64
-14
| -18% | -$6.93K | 0.01% | 59 |
|
|
2023
Q4 | $41.1K | Buy |
78
+21
| +37% | +$11.1K | 0.01% | 57 |
|
|
2023
Q3 | $28.7K | Hold |
57
| – | – | 0.01% | 51 |
|
|
2023
Q2 | $27.4K | Sell |
57
-21
| -27% | -$10.1K | 0.01% | 53 |
|
|
2023
Q1 | $36.9K | Sell |
78
-27
| -26% | -$12.8K | 0.01% | 54 |
|
|
2022
Q4 | $55.7K | Sell |
105
-138
| -57% | -$73.2K | 0.02% | 57 |
|
|
2022
Q3 | $123K | Buy |
243
+7
| +3% | +$3.54K | 0.05% | 54 |
|
|
2022
Q2 | $121K | Buy |
236
+47
| +25% | +$24.1K | 0.05% | 59 |
|
|
2022
Q1 | $92K | Buy |
189
+103
| +120% | +$50.1K | 0.04% | 52 |
|
|
2021
Q4 | $42K | Buy |
86
+64
| +291% | +$31.3K | 0.01% | 52 |
|
|
2021
Q3 | $9K | Buy |
+22
| New | +$9K | ﹤0.01% | 46 |
|