SBL
Sargent Bickham Lagudis’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $10.5M | Sell |
19,812
-293
| -1% | -$155K | 0.86% | 25 |
|
|
2022
Q3 | $10.2M | Sell |
20,105
-480
| -2% | -$242K | 0.91% | 25 |
|
|
2022
Q2 | $10.6M | Sell |
20,585
-1,102
| -5% | -$566K | 0.91% | 23 |
|
|
2022
Q1 | $11.1M | Buy |
21,687
+148
| +0.7% | +$75.5K | 0.86% | 26 |
|
|
2021
Q4 | $10.8M | Buy |
21,539
+352
| +2% | +$177K | 0.82% | 27 |
|
|
2021
Q3 | $8.28M | Sell |
21,187
-206
| -1% | -$80.5K | 0.67% | 32 |
|
|
2021
Q2 | $8.57M | Sell |
21,393
-272
| -1% | -$109K | 0.7% | 31 |
|
|
2021
Q1 | $8.06M | Sell |
21,665
-33
| -0.2% | -$12.3K | 0.71% | 31 |
|
|
2020
Q4 | $7.61M | Buy |
21,698
+125
| +0.6% | +$43.8K | 0.7% | 32 |
|
|
2020
Q3 | $6.73M | Buy |
21,573
+87
| +0.4% | +$27.1K | 0.68% | 32 |
|
|
2020
Q2 | $6.34M | Buy |
21,486
+551
| +3% | +$163K | 0.68% | 34 |
|
|
2020
Q1 | $5.22M | Buy |
20,935
+1,473
| +8% | +$367K | 0.67% | 30 |
|
|
2019
Q4 | $5.72M | Sell |
19,462
-694
| -3% | -$204K | 0.63% | 30 |
|
|
2019
Q3 | $4.38M | Sell |
20,156
-240
| -1% | -$52.2K | 0.53% | 42 |
|
|
2019
Q2 | $4.98M | Sell |
20,396
-11,081
| -35% | -$2.7M | 0.59% | 38 |
|
|
2019
Q1 | $7.78M | Buy |
31,477
+86
| +0.3% | +$21.3K | 0.9% | 25 |
|
|
2018
Q4 | $7.82M | Buy |
31,391
+112
| +0.4% | +$27.9K | 1.01% | 23 |
|
|
2018
Q3 | $8.32M | Buy |
31,279
+1,504
| +5% | +$400K | 0.99% | 22 |
|
|
2018
Q2 | $7.31M | Sell |
29,775
-564
| -2% | -$138K | 0.9% | 24 |
|
|
2018
Q1 | $6.49M | Buy |
30,339
+9,703
| +47% | +$2.08M | 0.81% | 28 |
|
|
2017
Q4 | $4.55M | Buy |
20,636
+611
| +3% | +$135K | 0.54% | 46 |
|
|
2017
Q3 | $3.92M | Buy |
20,025
+116
| +0.6% | +$22.7K | 0.49% | 54 |
|
|
2017
Q2 | $3.69M | Sell |
19,909
-1,826
| -8% | -$339K | 0.47% | 57 |
|
|
2017
Q1 | $3.57M | Sell |
21,735
-1,173
| -5% | -$192K | 0.46% | 62 |
|
|
2016
Q4 | $3.67M | Buy |
22,908
+22,667
| +9,405% | +$3.63M | 0.57% | 50 |
|
|
2016
Q3 | $3.67K | Sell |
241
-27,657
| -99% | -$421K | 0.55% | 53 |
|
|
2016
Q2 | $3.94M | Buy |
27,898
+1,967
| +8% | +$278K | 0.61% | 45 |
|
|
2016
Q1 | $3.34M | Buy |
+25,931
| New | +$3.34M | 0.54% | 57 |
|