WOSD
WFA of San Diego’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Buy |
+486
| New | +$152K | 0.11% | 109 |
|
|
2024
Q3 | $270K | Sell |
461
-10
| -2% | -$5.85K | 0.23% | 81 |
|
|
2024
Q2 | $240K | Buy |
+471
| New | +$240K | 0.21% | 82 |
|
|
2023
Q3 | $35.8K | Sell |
71
-10
| -12% | -$5.04K | 0.04% | 197 |
|
|
2023
Q2 | $38.9K | Buy |
+81
| New | +$38.9K | 0.04% | 192 |
|
|
2023
Q1 | – | Sell |
-79
| Closed | -$41.9K | – | 397 |
|
|
2022
Q4 | $41.9K | Buy |
+79
| New | +$41.9K | 0.03% | 208 |
|
|
2022
Q3 | – | Sell |
-79
| Closed | -$41K | – | 373 |
|
|
2022
Q2 | $41K | Buy |
+79
| New | +$41K | 0.04% | 173 |
|
|
2021
Q1 | – | Sell |
-99
| Closed | -$350 | – | 124 |
|
|
2020
Q4 | $350 | Buy |
+99
| New | +$350 | 0.09% | 22 |
|
|
2020
Q3 | – | Sell |
-810
| Closed | -$242K | – | 233 |
|
|
2020
Q2 | $242K | Buy |
+810
| New | +$242K | 0.06% | 227 |
|