OBWG
Onyx Bridge Wealth Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Sell |
661
-227
| -26% | -$70.9K | 0.03% | 284 |
|
|
2025
Q1 | $465K | Sell |
888
-410
| -32% | -$215K | 0.07% | 164 |
|
|
2024
Q4 | $657K | Sell |
1,298
-188
| -13% | -$95.1K | 0.09% | 138 |
|
|
2024
Q3 | $869K | Sell |
1,486
-25
| -2% | -$14.6K | 0.13% | 111 |
|
|
2024
Q2 | $770K | Sell |
1,511
-140
| -8% | -$71.3K | 0.13% | 112 |
|
|
2024
Q1 | $818K | Sell |
1,651
-185
| -10% | -$91.6K | 0.15% | 105 |
|
|
2023
Q4 | $967K | Buy |
1,836
+435
| +31% | +$229K | 0.2% | 81 |
|
|
2023
Q3 | $706K | Buy |
1,401
+422
| +43% | +$213K | 0.17% | 97 |
|
|
2023
Q2 | $471K | Buy |
979
+193
| +25% | +$92.8K | 0.11% | 130 |
|
|
2023
Q1 | $372K | Buy |
786
+85
| +12% | +$40.2K | 0.15% | 109 |
|
|
2022
Q4 | $343K | Buy |
701
+28
| +4% | +$13.7K | 0.14% | 110 |
|
|
2022
Q3 | $337K | Sell |
673
-29
| -4% | -$14.5K | 0.15% | 113 |
|
|
2022
Q2 | $366K | Buy |
702
+12
| +2% | +$6.26K | 0.16% | 85 |
|
|
2022
Q1 | $355K | Sell |
690
-82
| -11% | -$42.2K | 0.13% | 84 |
|
|
2021
Q4 | $388K | Buy |
772
+227
| +42% | +$114K | 0.13% | 92 |
|
|
2021
Q3 | $232K | Buy |
+545
| New | +$232K | 0.09% | 130 |
|