WFA
WestHill Financial Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-485
| Closed | -$254K | – | 75 |
|
|
2025
Q1 | $254K | Buy |
485
+12
| +3% | +$6.29K | 0.06% | 59 |
|
|
2024
Q4 | $239K | Sell |
473
-12
| -2% | -$6.07K | 0.05% | 67 |
|
|
2024
Q3 | $284K | Buy |
485
+51
| +12% | +$29.8K | 0.06% | 59 |
|
|
2024
Q2 | $221K | Buy |
+434
| New | +$221K | 0.05% | 65 |
|