SDWMA
Schneider Downs Wealth Management Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,216
| Closed | -$614K | – | 152 |
|
|
2022
Q3 | $614K | Sell |
1,216
-531
| -30% | -$268K | 0.18% | 52 |
|
|
2022
Q2 | $897K | Sell |
1,747
-13
| -0.7% | -$6.68K | 0.25% | 40 |
|
|
2022
Q1 | $898K | Sell |
1,760
-118
| -6% | -$60.2K | 0.23% | 45 |
|
|
2021
Q4 | $943K | Sell |
1,878
-31
| -2% | -$15.6K | 0.23% | 51 |
|
|
2021
Q3 | $746K | Buy |
1,909
+238
| +14% | +$93K | 0.19% | 61 |
|
|
2021
Q2 | $669K | Buy |
1,671
+8
| +0.5% | +$3.2K | 0.17% | 60 |
|
|
2021
Q1 | $619K | Buy |
+1,663
| New | +$619K | 0.15% | 56 |
|
|
2020
Q4 | – | Sell |
-859
| Closed | -$268K | – | 106 |
|
|
2020
Q3 | $268K | Hold |
859
| – | – | 0.09% | 79 |
|
|
2020
Q2 | $253K | Hold |
859
| – | – | 0.09% | 76 |
|
|
2020
Q1 | $214K | Buy |
+859
| New | +$214K | 0.08% | 85 |
|