SIA
Schechter Investment Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.64M | Sell |
12,676
-1,527
| -11% | -$800K | 0.55% | 34 |
|
|
2024
Q4 | $7.18M | Sell |
14,203
-951
| -6% | -$481K | 0.55% | 33 |
|
|
2024
Q3 | $8.86M | Sell |
15,154
-6,154
| -29% | -$3.6M | 0.65% | 30 |
|
|
2024
Q2 | $10.9M | Buy |
21,308
+527
| +3% | +$268K | 0.82% | 27 |
|
|
2024
Q1 | $10.3M | Buy |
20,781
+5,702
| +38% | +$2.82M | 0.77% | 28 |
|
|
2023
Q4 | $7.94M | Sell |
15,079
-409
| -3% | -$215K | 0.69% | 30 |
|
|
2023
Q3 | $7.81M | Buy |
15,488
+574
| +4% | +$289K | 0.76% | 26 |
|
|
2023
Q2 | $7.17M | Buy |
14,914
+271
| +2% | +$130K | 0.64% | 26 |
|
|
2023
Q1 | $6.92M | Sell |
14,643
-1,367
| -9% | -$646K | 0.64% | 28 |
|
|
2022
Q4 | $8.49M | Buy |
16,010
+239
| +2% | +$127K | 0.77% | 13 |
|
|
2022
Q3 | $7.97M | Sell |
15,771
-130
| -0.8% | -$65.7K | 0.78% | 13 |
|
|
2022
Q2 | $8.17M | Sell |
15,901
-685
| -4% | -$352K | 0.79% | 14 |
|
|
2022
Q1 | $8.46M | Buy |
16,586
+90
| +0.5% | +$45.9K | 0.79% | 12 |
|
|
2021
Q4 | $8.28M | Buy |
+16,496
| New | +$8.28M | 0.75% | 16 |
|