SWA
Strata Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
1,115
+207
| +23% | +$64.6K | 0.1% | 60 |
|
|
2025
Q1 | $476K | Sell |
908
-30
| -3% | -$15.7K | 0.15% | 50 |
|
|
2024
Q4 | $474K | Sell |
938
-58
| -6% | -$29.3K | 0.15% | 51 |
|
|
2024
Q3 | $582K | Buy |
996
+107
| +12% | +$62.6K | 0.19% | 47 |
|
|
2024
Q2 | $453K | Buy |
+889
| New | +$453K | 0.16% | 47 |
|