Watts Gwilliam & Co’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$505K Buy
964
+73
+8% +$38.2K 0.11% 124
2024
Q4
$458K Hold
891
0.1% 131
2024
Q3
$518K Buy
+891
New +$518K 0.11% 121
2024
Q1
$357K Buy
+695
New +$357K 0.11% 129