XWM
Xcel Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-505
| Closed | -$264K | – | 136 |
|
|
2025
Q1 | $264K | Sell |
505
-105
| -17% | -$55K | 0.08% | 120 |
|
|
2024
Q4 | $309K | Hold |
610
| – | – | 0.09% | 110 |
|
|
2024
Q3 | $357K | Hold |
610
| – | – | 0.1% | 99 |
|
|
2024
Q2 | $311K | Sell |
610
-12
| -2% | -$6.11K | 0.1% | 100 |
|
|
2024
Q1 | $308K | Sell |
622
-84
| -12% | -$41.6K | 0.1% | 100 |
|
|
2023
Q4 | $372K | Sell |
706
-2
| -0.3% | -$1.05K | 0.13% | 87 |
|
|
2023
Q3 | $357K | Sell |
708
-255
| -26% | -$129K | 0.14% | 87 |
|
|
2023
Q2 | $463K | Buy |
963
+30
| +3% | +$14.4K | 0.15% | 92 |
|
|
2023
Q1 | $441K | Buy |
933
+10
| +1% | +$4.73K | 0.16% | 91 |
|
|
2022
Q4 | $489K | Sell |
923
-605
| -40% | -$321K | 0.19% | 81 |
|
|
2022
Q3 | $772K | Sell |
1,528
-280
| -15% | -$141K | 0.29% | 61 |
|
|
2022
Q2 | $929K | Buy |
1,808
+16
| +0.9% | +$8.22K | 0.34% | 58 |
|
|
2022
Q1 | $914K | Sell |
1,792
-20
| -1% | -$10.2K | 0.25% | 73 |
|
|
2021
Q4 | $910K | Buy |
1,812
+6
| +0.3% | +$3.01K | 0.23% | 76 |
|
|
2021
Q3 | $706K | Sell |
1,806
-500
| -22% | -$195K | 0.2% | 82 |
|
|
2021
Q2 | $923K | Sell |
2,306
-355
| -13% | -$142K | 0.28% | 69 |
|
|
2021
Q1 | $990K | Sell |
2,661
-10
| -0.4% | -$3.72K | 0.35% | 61 |
|
|
2020
Q4 | $936K | Sell |
2,671
-300
| -10% | -$105K | 0.4% | 56 |
|
|
2020
Q3 | $926K | Sell |
2,971
-560
| -16% | -$175K | 0.48% | 47 |
|
|
2020
Q2 | $1.04M | Sell |
3,531
-269
| -7% | -$79.3K | 0.65% | 38 |
|
|
2020
Q1 | $947K | Sell |
3,800
-300
| -7% | -$74.8K | 0.85% | 34 |
|
|
2019
Q4 | $1.21M | Hold |
4,100
| – | – | 1% | 32 |
|
|
2019
Q3 | $891K | Buy |
4,100
+2,600
| +173% | +$565K | 0.83% | 37 |
|
|
2019
Q2 | $366K | Buy |
+1,500
| New | +$366K | 0.36% | 56 |
|