WAM
Worth Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Buy |
1,229
+591
| +93% | +$184K | 0.19% | 80 |
|
|
2025
Q1 | $334K | Sell |
638
-235
| -27% | -$123K | 0.18% | 90 |
|
|
2024
Q4 | $442K | Sell |
873
-535
| -38% | -$271K | 0.24% | 76 |
|
|
2024
Q3 | $823K | Buy |
1,408
+757
| +116% | +$443K | 0.45% | 54 |
|
|
2024
Q2 | $332K | Sell |
651
-59
| -8% | -$30K | 0.2% | 83 |
|
|
2024
Q1 | $351K | Sell |
710
-3,586
| -83% | -$1.77M | 0.22% | 76 |
|
|
2023
Q4 | $2.26M | Buy |
4,296
+3,666
| +582% | +$1.93M | 1.62% | 16 |
|
|
2023
Q3 | $318K | Sell |
630
-120
| -16% | -$60.5K | 0.26% | 71 |
|
|
2023
Q2 | $360K | Buy |
750
+51
| +7% | +$24.5K | 0.28% | 60 |
|
|
2023
Q1 | $330K | Sell |
699
-26
| -4% | -$12.3K | 0.25% | 54 |
|
|
2022
Q4 | $384K | Buy |
725
+14
| +2% | +$7.42K | 0.27% | 46 |
|
|
2022
Q3 | $359K | Sell |
711
-154
| -18% | -$77.8K | 0.26% | 35 |
|
|
2022
Q2 | $444K | Buy |
865
+12
| +1% | +$6.16K | 0.3% | 41 |
|
|
2022
Q1 | $407K | Buy |
+853
| New | +$407K | 0.27% | 48 |
|