WAG
Wiser Advisor Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-181
| Closed | -$94.8K | – | 241 |
|
|
2025
Q1 | $94.8K | Buy |
181
+1
| +0.6% | +$524 | 0.14% | 73 |
|
|
2024
Q4 | $91.1K | Buy |
180
+1
| +0.6% | +$506 | 0.13% | 69 |
|
|
2024
Q3 | $105K | Hold |
179
| – | – | 0.16% | 68 |
|
|
2024
Q2 | $91K | Buy |
179
+2
| +1% | +$1.02K | 0.14% | 68 |
|
|
2024
Q1 | $88K | Hold |
177
| – | – | 0.14% | 69 |
|
|
2023
Q4 | $93.3K | Buy |
+177
| New | +$93.3K | 0.16% | 63 |
|