OWA
ORBA Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
3,710
+348
| +10% | +$109K | 1.05% | 28 |
|
|
2025
Q1 | $1.76M | Sell |
3,362
-120
| -3% | -$62.9K | 0.89% | 33 |
|
|
2024
Q4 | $1.76M | Hold |
3,482
| – | – | 0.92% | 33 |
|
|
2024
Q3 | $2.04M | Buy |
3,482
+37
| +1% | +$21.6K | 1.03% | 30 |
|
|
2024
Q2 | $1.75M | Buy |
3,445
+138
| +4% | +$70.3K | 0.91% | 30 |
|
|
2024
Q1 | $1.64M | Hold |
3,307
| – | – | 0.91% | 30 |
|
|
2023
Q4 | $1.74M | Buy |
+3,307
| New | +$1.74M | 1.04% | 29 |
|