WMA
Wealth Management Associates’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
731
-571
| -44% | -$178K | 0.09% | 198 |
|
|
2025
Q1 | $682K | Sell |
1,302
-93
| -7% | -$48.7K | 0.29% | 68 |
|
|
2024
Q4 | $705K | Buy |
1,395
+139
| +11% | +$70.3K | 0.3% | 66 |
|
|
2024
Q3 | $734K | Buy |
1,256
+199
| +19% | +$116K | 0.32% | 63 |
|
|
2024
Q2 | $538K | Hold |
1,057
| – | – | 0.25% | 81 |
|
|
2024
Q1 | $538K | Sell |
1,057
-549
| -34% | -$280K | 0.25% | 81 |
|
|
2023
Q4 | $846K | Buy |
1,606
+80
| +5% | +$42.1K | 0.45% | 56 |
|
|
2023
Q3 | $769K | Sell |
1,526
-592
| -28% | -$298K | 0.45% | 55 |
|
|
2023
Q2 | $1.02M | Sell |
2,118
-40
| -2% | -$19.2K | 0.58% | 41 |
|
|
2023
Q1 | $1.02M | Buy |
2,158
+16
| +0.7% | +$7.56K | 0.63% | 37 |
|
|
2022
Q4 | $1.14M | Sell |
2,142
-394
| -16% | -$209K | 0.76% | 32 |
|
|
2022
Q3 | $1.28M | Buy |
2,536
+168
| +7% | +$84.9K | 0.9% | 24 |
|
|
2022
Q2 | $1.22M | Sell |
2,368
-26
| -1% | -$13.4K | 0.83% | 25 |
|
|
2022
Q1 | $1.22M | Buy |
2,394
+255
| +12% | +$130K | 0.69% | 29 |
|
|
2021
Q4 | $1.07M | Sell |
2,139
-516
| -19% | -$259K | 0.58% | 37 |
|
|
2021
Q3 | $1.04M | Buy |
2,655
+174
| +7% | +$68K | 0.61% | 36 |
|
|
2021
Q2 | $993K | Sell |
2,481
-199
| -7% | -$79.7K | 0.56% | 38 |
|
|
2021
Q1 | $997K | Sell |
2,680
-16
| -0.6% | -$5.95K | 0.63% | 34 |
|
|
2020
Q4 | $945K | Hold |
2,696
| – | – | 0.62% | 35 |
|
|
2020
Q3 | $841K | Sell |
2,696
-10
| -0.4% | -$3.12K | 0.65% | 34 |
|
|
2020
Q2 | $798K | Buy |
2,706
+105
| +4% | +$31K | 0.67% | 35 |
|
|
2020
Q1 | $649K | Buy |
2,601
+61
| +2% | +$15.2K | 0.66% | 36 |
|
|
2019
Q4 | $747K | Hold |
2,540
| – | – | 0.53% | 43 |
|
|
2019
Q3 | $552K | Buy |
+2,540
| New | +$552K | 0.44% | 54 |
|