SWM
Scissortail Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,829
| Closed | -$2.53M | – | 117 |
|
|
2025
Q1 | $2.53M | Buy |
4,829
+1,590
| +49% | +$833K | 0.65% | 48 |
|
|
2024
Q4 | $1.64M | Buy |
3,239
+3,233
| +53,883% | +$1.64M | 0.42% | 58 |
|
|
2024
Q3 | $272K | Sell |
6
-415
| -99% | -$18.8M | 0.07% | 103 |
|
|
2024
Q2 | $214K | Buy |
+421
| New | +$214K | 0.05% | 116 |
|
|
2024
Q1 | – | Sell |
-3,221
| Closed | -$1.63M | – | 203 |
|
|
2023
Q4 | $1.63M | Buy |
+3,221
| New | +$1.63M | 0.52% | 48 |
|
|
2023
Q1 | – | Sell |
-2,513
| Closed | -$1.24M | – | 117 |
|
|
2022
Q4 | $1.24M | Buy |
+2,513
| New | +$1.24M | 0.72% | 32 |
|