SHFA
SC&H Financial Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Buy |
2,267
+23
| +1% | +$7.18K | 0.12% | 82 |
|
|
2025
Q1 | $1.18M | Sell |
2,244
-31
| -1% | -$16.2K | 0.23% | 55 |
|
|
2024
Q4 | $1.15M | Sell |
2,275
-118
| -5% | -$59.7K | 0.24% | 54 |
|
|
2024
Q3 | $1.4M | Buy |
2,393
+1
| +0% | +$585 | 0.31% | 49 |
|
|
2024
Q2 | $1.22M | Buy |
2,392
+2
| +0.1% | +$1.02K | 0.3% | 49 |
|
|
2024
Q1 | $1.18M | Buy |
2,390
+2
| +0.1% | +$989 | 0.31% | 49 |
|
|
2023
Q4 | $1.26M | Buy |
2,388
+2
| +0.1% | +$1.05K | 0.36% | 47 |
|
|
2023
Q3 | $1.2M | Buy |
2,386
+1
| +0% | +$504 | 0.4% | 44 |
|
|
2023
Q2 | $1.15M | Sell |
2,385
-4
| -0.2% | -$1.92K | 0.38% | 48 |
|
|
2023
Q1 | $1.13M | Buy |
2,389
+32
| +1% | +$15.1K | 0.41% | 49 |
|
|
2022
Q4 | $1.25M | Sell |
2,357
-37
| -2% | -$19.6K | 0.52% | 35 |
|
|
2022
Q3 | $1.21M | Sell |
2,394
-490
| -17% | -$247K | 0.6% | 35 |
|
|
2022
Q2 | $1.48M | Sell |
2,884
-62
| -2% | -$31.8K | 0.69% | 29 |
|
|
2022
Q1 | $1.5M | Sell |
2,946
-179
| -6% | -$91.3K | 0.71% | 30 |
|
|
2021
Q4 | $1.57M | Buy |
+3,125
| New | +$1.57M | 0.87% | 24 |
|