WFA
Wellspring Financial Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
1,136
-128
| -10% | -$39.9K | 0.04% | 102 |
|
|
2025
Q1 | $661K | Sell |
1,264
-31
| -2% | -$16.2K | 0.07% | 68 |
|
|
2024
Q4 | $655K | Sell |
1,295
-124
| -9% | -$62.8K | 0.07% | 68 |
|
|
2024
Q3 | $830K | Buy |
1,419
+224
| +19% | +$131K | 0.1% | 63 |
|
|
2024
Q2 | $608K | Buy |
1,195
+126
| +12% | +$64.2K | 0.08% | 73 |
|
|
2024
Q1 | $529K | Buy |
1,069
+175
| +20% | +$86.5K | 0.08% | 68 |
|
|
2023
Q4 | $471K | Buy |
894
+11
| +1% | +$5.79K | 0.12% | 73 |
|
|
2023
Q3 | $445K | Buy |
+883
| New | +$445K | 0.13% | 64 |
|
|
2023
Q1 | – | Sell |
-486
| Closed | -$258K | – | 132 |
|
|
2022
Q4 | $258K | Hold |
486
| – | – | 0.09% | 93 |
|
|
2022
Q3 | $246K | Sell |
486
-34
| -7% | -$17.2K | 0.09% | 71 |
|
|
2022
Q2 | $267K | Buy |
520
+11
| +2% | +$5.65K | 0.09% | 70 |
|
|
2022
Q1 | $260K | Buy |
509
+69
| +16% | +$35.2K | 0.08% | 75 |
|
|
2021
Q4 | $221K | Buy |
+440
| New | +$221K | 0.06% | 93 |
|