WFA
West Financial Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-55
| Closed | -$28.8K | – | 212 |
|
|
2025
Q1 | $28.8K | Hold |
55
| – | – | 0.01% | 121 |
|
|
2024
Q4 | $27.8K | Hold |
55
| – | – | 0.01% | 120 |
|
|
2024
Q3 | $32.2K | Buy |
+55
| New | +$32.2K | 0.01% | 110 |
|
|
2022
Q4 | – | Sell |
-450
| Closed | -$227K | – | 198 |
|
|
2022
Q3 | $227K | Hold |
450
| – | – | 0.07% | 49 |
|
|
2022
Q2 | $231K | Hold |
450
| – | – | 0.07% | 47 |
|
|
2022
Q1 | $229K | Hold |
450
| – | – | 0.06% | 53 |
|
|
2021
Q4 | $226K | Hold |
450
| – | – | 0.06% | 57 |
|
|
2021
Q3 | $176K | Hold |
450
| – | – | 0.05% | 56 |
|
|
2021
Q2 | $180K | Hold |
450
| – | – | 0.06% | 52 |
|
|
2021
Q1 | $167K | Hold |
450
| – | – | 0.06% | 52 |
|
|
2020
Q4 | $158K | Buy |
+450
| New | +$158K | 0.06% | 56 |
|