SEEDPG
S.E.E.D. Planning Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,433
| Closed | -$5.99M | – | 75 |
|
|
2025
Q1 | $5.99M | Buy |
11,433
+748
| +7% | +$392K | 2.02% | 21 |
|
|
2024
Q4 | $5.4M | Buy |
10,685
+918
| +9% | +$464K | 1.8% | 21 |
|
|
2024
Q3 | $5.71M | Buy |
9,767
+359
| +4% | +$210K | 1.89% | 21 |
|
|
2024
Q2 | $4.79M | Buy |
9,408
+747
| +9% | +$380K | 1.74% | 24 |
|
|
2024
Q1 | $4.28M | Buy |
8,661
+1,448
| +20% | +$716K | 1.56% | 26 |
|
|
2023
Q4 | $3.8M | Sell |
7,213
-162
| -2% | -$85.3K | 1.53% | 26 |
|
|
2023
Q3 | $3.72M | Buy |
7,375
+367
| +5% | +$185K | 1.43% | 27 |
|
|
2023
Q2 | $3.37M | Buy |
7,008
+733
| +12% | +$352K | 1.18% | 33 |
|
|
2023
Q1 | $2.97M | Buy |
6,275
+16
| +0.3% | +$7.56K | 1.14% | 32 |
|
|
2022
Q4 | $3.32M | Sell |
6,259
-32
| -0.5% | -$17K | 1.44% | 31 |
|
|
2022
Q3 | $3.18M | Sell |
6,291
-240
| -4% | -$121K | 1.49% | 32 |
|
|
2022
Q2 | $3.36M | Sell |
6,531
-222
| -3% | -$114K | 1.52% | 29 |
|
|
2022
Q1 | $3.44M | Sell |
6,753
-414
| -6% | -$211K | 1.47% | 30 |
|
|
2021
Q4 | $3.6M | Sell |
7,167
-671
| -9% | -$337K | 1.56% | 26 |
|
|
2021
Q3 | $3.06M | Sell |
7,838
-825
| -10% | -$322K | 1.45% | 27 |
|
|
2021
Q2 | $3.47M | Sell |
8,663
-91
| -1% | -$36.4K | 1.71% | 26 |
|
|
2021
Q1 | $3.26M | Sell |
8,754
-279
| -3% | -$104K | 1.79% | 28 |
|
|
2020
Q4 | $3.17M | Sell |
9,033
-1,482
| -14% | -$520K | 1.9% | 25 |
|
|
2020
Q3 | $3.28M | Sell |
10,515
-1,206
| -10% | -$376K | 2.4% | 14 |
|
|
2020
Q2 | $3.46M | Buy |
11,721
+264
| +2% | +$77.9K | 2.7% | 11 |
|
|
2020
Q1 | $2.86M | Buy |
11,457
+661
| +6% | +$165K | 2.77% | 12 |
|
|
2019
Q4 | $3.17M | Buy |
+10,796
| New | +$3.17M | 2.76% | 8 |
|