WealthTrust Axiom’s UnitedHealth UNH Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$611K	Hold	1,959	–	–	0.18%	115
2025 Q1	$1.03M	Hold	1,959	–	–	0.31%	69
2024 Q4	$991K	Hold	1,959	–	–	0.3%	72
2024 Q3	$1.15M	Hold	1,959	–	–	0.34%	68
2024 Q2	$998K	Buy	1,959 +20	+1%	+$10.2K	0.33%	72
2024 Q1	$959K	Hold	1,939	–	–	0.31%	73
2023 Q4	$1.02M	Buy	1,939 +8	+0.4%	+$4.21K	0.34%	63
2023 Q3	$974K	Buy	1,931 +150	+8%	+$75.6K	0.35%	61
2023 Q2	$856K	Buy	1,781 +25	+1%	+$12K	0.28%	74
2023 Q1	$830K	Buy	1,756 +81	+5%	+$38.3K	0.28%	79
2022 Q4	$888K	Hold	1,675	–	–	0.31%	73
2022 Q3	$845K	Hold	1,675	–	–	0.32%	72
2022 Q2	$860K	Hold	1,675	–	–	0.31%	72
2022 Q1	$854K	Buy	1,675 +105	+7%	+$53.5K	0.27%	83
2021 Q4	$788K	Hold	1,570	–	–	0.25%	87
2021 Q3	$613K	Buy	1,570 +10	+0.6%	+$3.9K	0.21%	104
2021 Q2	$624K	Hold	1,560	–	–	0.2%	105
2021 Q1	$580K	Buy	1,560 +10	+0.6%	+$3.72K	0.2%	106
2020 Q4	$543K	Hold	1,550	–	–	0.2%	107
2020 Q3	$483K	Buy	1,550 +450	+41%	+$140K	0.21%	97
2020 Q2	$324K	Hold	1,100	–	–	0.14%	126
2020 Q1	$274K	Hold	1,100	–	–	0.13%	130
2019 Q4	$323K	Hold	1,100	–	–	0.11%	140
2019 Q3	$239K	Hold	1,100	–	–	0.08%	176
2019 Q2	$268K	Hold	1,100	–	–	0.09%	166
2019 Q1	$271K	Hold	1,100	–	–	0.1%	163
2018 Q4	$274K	Hold	1,100	–	–	0.11%	150
2018 Q3	$292K	Hold	1,100	–	–	0.1%	161
2018 Q2	$269K	Hold	1,100	–	–	0.1%	174
2018 Q1	$235K	Hold	1,100	–	–	0.09%	186
2017 Q4	$242K	Hold	1,100	–	–	0.09%	188
2017 Q3	$215K	Hold	1,100	–	–	0.08%	187
2017 Q2	$203K	Buy	+1,100	New	+$203K	0.08%	198