OPOWM
One Plus One Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Sell |
1,104
-330
| -23% | -$103K | 0.19% | 73 |
|
|
2025
Q1 | $751K | Buy |
1,434
+139
| +11% | +$72.8K | 0.41% | 50 |
|
|
2024
Q4 | $655K | Hold |
1,295
| – | – | 0.38% | 53 |
|
|
2024
Q3 | $757K | Buy |
1,295
+35
| +3% | +$20.5K | 0.45% | 47 |
|
|
2024
Q2 | $642K | Buy |
1,260
+624
| +98% | +$318K | 0.37% | 54 |
|
|
2024
Q1 | $315K | Hold |
636
| – | – | 0.18% | 79 |
|
|
2023
Q4 | $335K | Hold |
636
| – | – | 0.2% | 69 |
|
|
2023
Q3 | $321K | Hold |
636
| – | – | 0.21% | 65 |
|
|
2023
Q2 | $306K | Sell |
636
-155
| -20% | -$74.5K | 0.2% | 69 |
|
|
2023
Q1 | $374K | Sell |
791
-107
| -12% | -$50.6K | 0.27% | 58 |
|
|
2022
Q4 | $476K | Hold |
898
| – | – | 0.33% | 55 |
|
|
2022
Q3 | $454K | Sell |
898
-28
| -3% | -$14.2K | 0.37% | 51 |
|
|
2022
Q2 | $476K | Buy |
926
+2
| +0.2% | +$1.03K | 0.36% | 52 |
|
|
2022
Q1 | $471K | Buy |
924
+104
| +13% | +$53K | 0.31% | 49 |
|
|
2021
Q4 | $412K | Sell |
820
-10
| -1% | -$5.02K | 0.28% | 54 |
|
|
2021
Q3 | $324K | Hold |
830
| – | – | 0.23% | 56 |
|
|
2021
Q2 | $332K | Sell |
830
-67
| -7% | -$26.8K | 0.23% | 53 |
|
|
2021
Q1 | $334K | Buy |
+897
| New | +$334K | 0.26% | 54 |
|