OWA
One Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Sell |
1,325
-3,132
| -70% | -$977K | 0.06% | 180 |
|
|
2025
Q1 | $2.33M | Buy |
4,457
+751
| +20% | +$393K | 0.35% | 53 |
|
|
2024
Q4 | $1.87M | Buy |
3,706
+138
| +4% | +$69.8K | 0.28% | 59 |
|
|
2024
Q3 | $2.09M | Sell |
3,568
-19
| -0.5% | -$11.1K | 0.32% | 50 |
|
|
2024
Q2 | $2M | Buy |
3,587
+232
| +7% | +$130K | 0.43% | 36 |
|
|
2024
Q1 | $1.66M | Buy |
3,355
+1,185
| +55% | +$586K | 0.29% | 55 |
|
|
2023
Q4 | $1.14M | Buy |
2,170
+13
| +0.6% | +$6.84K | 0.22% | 63 |
|
|
2023
Q3 | $1.09M | Sell |
2,157
-7
| -0.3% | -$3.53K | 0.24% | 62 |
|
|
2023
Q2 | $1.04M | Sell |
2,164
-29
| -1% | -$13.9K | 0.22% | 63 |
|
|
2023
Q1 | $1.04M | Buy |
2,193
+390
| +22% | +$184K | 0.24% | 62 |
|
|
2022
Q4 | $956K | Buy |
1,803
+68
| +4% | +$36.1K | 0.22% | 66 |
|
|
2022
Q3 | $876K | Sell |
1,735
-104
| -6% | -$52.5K | 0.29% | 49 |
|
|
2022
Q2 | $945K | Buy |
1,839
+27
| +1% | +$13.9K | 0.25% | 58 |
|
|
2022
Q1 | $924K | Buy |
1,812
+564
| +45% | +$288K | 0.23% | 58 |
|
|
2021
Q4 | $627K | Buy |
1,248
+6
| +0.5% | +$3.01K | 0.16% | 71 |
|
|
2021
Q3 | $485K | Buy |
+1,242
| New | +$485K | 0.14% | 96 |
|
|
2019
Q2 | – | Sell |
-15
| Closed | -$4K | – | 472 |
|
|
2019
Q1 | $4K | Sell |
15
-230,201
| -100% | -$61.4M | ﹤0.01% | 408 |
|
|
2018
Q4 | $280K | Buy |
230,216
+230,200
| +1,438,750% | +$280K | 0.28% | 60 |
|
|
2018
Q3 | $4K | Hold |
16
| – | – | ﹤0.01% | 445 |
|
|
2018
Q2 | $4K | Buy |
+16
| New | +$4K | ﹤0.01% | 440 |
|
|
2018
Q1 | – | Sell |
-29
| Closed | -$6K | – | 582 |
|
|
2017
Q4 | $6K | Buy |
+29
| New | +$6K | ﹤0.01% | 392 |
|