OCPWS
One Charles Private Wealth Services’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
658
-26
| -4% | -$8.11K | 0.06% | 154 |
|
|
2025
Q1 | $358K | Buy |
684
+66
| +11% | +$34.6K | 0.12% | 92 |
|
|
2024
Q4 | $313K | Buy |
618
+26
| +4% | +$13.2K | 0.11% | 104 |
|
|
2024
Q3 | $346K | Hold |
592
| – | – | 0.13% | 102 |
|
|
2024
Q2 | $301K | Hold |
592
| – | – | 0.13% | 109 |
|
|
2024
Q1 | $293K | Buy |
592
+8
| +1% | +$3.96K | 0.13% | 113 |
|
|
2023
Q4 | $307K | Hold |
584
| – | – | 0.16% | 102 |
|
|
2023
Q3 | $294K | Buy |
584
+10
| +2% | +$5.04K | 0.17% | 90 |
|
|
2023
Q2 | $276K | Hold |
574
| – | – | 0.16% | 103 |
|
|
2023
Q1 | $271K | Sell |
574
-3
| -0.5% | -$1.42K | 0.17% | 100 |
|
|
2022
Q4 | $306K | Sell |
577
-3
| -0.5% | -$1.59K | 0.2% | 86 |
|
|
2022
Q3 | $293K | Buy |
580
+3
| +0.5% | +$1.52K | 0.19% | 86 |
|
|
2022
Q2 | $289K | Sell |
577
-116
| -17% | -$58.1K | 0.19% | 89 |
|
|
2022
Q1 | $353K | Buy |
693
+4
| +0.6% | +$2.04K | 0.22% | 77 |
|
|
2021
Q4 | $346K | Buy |
689
+19
| +3% | +$9.54K | 0.2% | 80 |
|
|
2021
Q3 | $262K | Hold |
670
| – | – | 0.15% | 99 |
|
|
2021
Q2 | $268K | Buy |
+670
| New | +$268K | 0.18% | 92 |
|