WCWM
Willow Creek Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-510
| Closed | -$267K | – | 169 |
|
|
2025
Q1 | $267K | Buy |
510
+1
| +0.2% | +$524 | 0.03% | 134 |
|
|
2024
Q4 | $257K | Buy |
509
+1
| +0.2% | +$506 | 0.03% | 134 |
|
|
2024
Q3 | $297K | Buy |
508
+17
| +3% | +$9.94K | 0.03% | 129 |
|
|
2024
Q2 | $250K | Sell |
491
-3
| -0.6% | -$1.53K | 0.03% | 138 |
|
|
2024
Q1 | $244K | Buy |
494
+6
| +1% | +$2.97K | 0.03% | 137 |
|
|
2023
Q4 | $257K | Buy |
+488
| New | +$257K | 0.03% | 122 |
|
|
2023
Q1 | – | Sell |
-378
| Closed | -$200K | – | 134 |
|
|
2022
Q4 | $200K | Buy |
+378
| New | +$200K | 0.03% | 130 |
|