WDG
Wealth Dimensions Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
755
+16
| +2% | +$5K | 0.05% | 151 |
|
|
2025
Q1 | $387K | Buy |
739
+10
| +1% | +$5.24K | 0.09% | 110 |
|
|
2024
Q4 | $369K | Buy |
729
+85
| +13% | +$43K | 0.09% | 106 |
|
|
2024
Q3 | $376K | Buy |
644
+6
| +0.9% | +$3.51K | 0.1% | 106 |
|
|
2024
Q2 | $325K | Buy |
638
+6
| +0.9% | +$3.06K | 0.09% | 106 |
|
|
2024
Q1 | $313K | Sell |
632
-68
| -10% | -$33.6K | 0.09% | 109 |
|
|
2023
Q4 | $369K | Sell |
700
-6
| -0.8% | -$3.16K | 0.12% | 97 |
|
|
2023
Q3 | $356K | Buy |
706
+56
| +9% | +$28.2K | 0.13% | 95 |
|
|
2023
Q2 | $312K | Buy |
650
+114
| +21% | +$54.8K | 0.11% | 106 |
|
|
2023
Q1 | $253K | Sell |
536
-356
| -40% | -$168K | 0.1% | 112 |
|
|
2022
Q4 | $473K | Buy |
892
+31
| +4% | +$16.4K | 0.19% | 75 |
|
|
2022
Q3 | $435K | Sell |
861
-1
| -0.1% | -$505 | 0.22% | 66 |
|
|
2022
Q2 | $443K | Buy |
862
+2
| +0.2% | +$1.03K | 0.21% | 71 |
|
|
2022
Q1 | $438K | Sell |
860
-18
| -2% | -$9.17K | 0.2% | 86 |
|
|
2021
Q4 | $441K | Buy |
878
+127
| +17% | +$63.8K | 0.22% | 84 |
|
|
2021
Q3 | $294K | Buy |
+751
| New | +$294K | 0.19% | 101 |
|