WAS
Wealth Advisory Solutions’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-532
| Closed | -$279K | – | 149 |
|
|
2025
Q1 | $279K | Sell |
532
-17,315
| -97% | -$9.07M | 0.07% | 118 |
|
|
2024
Q4 | $9.03M | Sell |
17,847
-32
| -0.2% | -$16.2K | 2.53% | 9 |
|
|
2024
Q3 | $10.5M | Sell |
17,879
-3,810
| -18% | -$2.23M | 2.88% | 7 |
|
|
2024
Q2 | $11M | Buy |
21,689
+2,262
| +12% | +$1.15M | 2.99% | 7 |
|
|
2024
Q1 | $9.61M | Buy |
19,427
+1,182
| +6% | +$585K | 2.49% | 9 |
|
|
2023
Q4 | $9.61M | Sell |
18,245
-16,923
| -48% | -$8.91M | 3.35% | 8 |
|
|
2023
Q3 | $18.1M | Buy |
35,168
+17,543
| +100% | +$9.05M | 3.55% | 5 |
|
|
2023
Q2 | $8.47M | Buy |
17,625
+8,325
| +90% | +$4M | 2.25% | 14 |
|
|
2023
Q1 | $4.39M | Sell |
9,300
-767
| -8% | -$362K | 1.17% | 23 |
|
|
2022
Q4 | $5.34M | Sell |
10,067
-250
| -2% | -$133K | 1.43% | 17 |
|
|
2022
Q3 | $5.21M | Sell |
10,317
-31
| -0.3% | -$15.7K | 1.44% | 17 |
|
|
2022
Q2 | $5.32M | Sell |
10,348
-1,443
| -12% | -$741K | 1.31% | 21 |
|
|
2022
Q1 | $6.01M | Buy |
+11,791
| New | +$6.01M | 1.25% | 24 |
|
|
2021
Q3 | $4.89M | Sell |
12,513
-700
| -5% | -$274K | 1.09% | 25 |
|
|
2021
Q2 | $5.29M | Sell |
13,213
-65
| -0.5% | -$26K | 1.26% | 22 |
|
|
2021
Q1 | $5K | Sell |
13,278
-3,840
| -22% | -$1.45K | ﹤0.01% | 83 |
|
|
2020
Q4 | $6M | Buy |
17,118
+159
| +0.9% | +$55.7K | 1.63% | 18 |
|
|
2020
Q3 | $5.29M | Sell |
16,959
-376
| -2% | -$117K | 1.4% | 19 |
|
|
2020
Q2 | $5.11M | Sell |
17,335
-145
| -0.8% | -$42.8K | 1.42% | 20 |
|
|
2020
Q1 | $4.36M | Sell |
17,480
-2,559
| -13% | -$638K | 1.48% | 19 |
|
|
2019
Q4 | $5.89M | Buy |
+20,039
| New | +$5.89M | 1.55% | 14 |
|