SWM
SeaCrest Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $738K | Sell |
2,366
-104
| -4% | -$32.4K | 0.08% | 230 |
|
|
2025
Q1 | $1.29M | Sell |
2,470
-753
| -23% | -$394K | 0.15% | 135 |
|
|
2024
Q4 | $1.63M | Buy |
3,223
+71
| +2% | +$35.9K | 0.17% | 109 |
|
|
2024
Q3 | $1.84M | Sell |
3,152
-17
| -0.5% | -$9.94K | 0.2% | 97 |
|
|
2024
Q2 | $1.61M | Sell |
3,169
-1,246
| -28% | -$634K | 0.18% | 109 |
|
|
2024
Q1 | $2.18M | Buy |
4,415
+935
| +27% | +$463K | 0.27% | 64 |
|
|
2023
Q4 | $1.87M | Buy |
3,480
+380
| +12% | +$204K | 0.23% | 86 |
|
|
2023
Q3 | $1.56M | Sell |
3,100
-88
| -3% | -$44.4K | 0.2% | 97 |
|
|
2023
Q2 | $1.53M | Sell |
3,188
-51
| -2% | -$24.5K | 0.19% | 107 |
|
|
2023
Q1 | $1.53M | Sell |
3,239
-13
| -0.4% | -$6.14K | 0.21% | 100 |
|
|
2022
Q4 | $1.72M | Sell |
3,252
-38
| -1% | -$20.1K | 0.25% | 81 |
|
|
2022
Q3 | $1.66M | Sell |
3,290
-3
| -0.1% | -$1.52K | 0.25% | 73 |
|
|
2022
Q2 | $1.69M | Sell |
3,293
-71
| -2% | -$36.5K | 0.21% | 83 |
|
|
2022
Q1 | $1.72M | Buy |
3,364
+28
| +0.8% | +$14.3K | 0.2% | 104 |
|
|
2021
Q4 | $1.68M | Buy |
3,336
+63
| +2% | +$31.6K | 0.18% | 104 |
|
|
2021
Q3 | $1.28M | Sell |
3,273
-1,694
| -34% | -$662K | 0.15% | 143 |
|
|
2021
Q2 | $1.99M | Sell |
4,967
-13
| -0.3% | -$5.21K | 0.24% | 86 |
|
|
2021
Q1 | $1.85M | Buy |
4,980
+123
| +3% | +$45.8K | 0.25% | 86 |
|
|
2020
Q4 | $1.7M | Buy |
4,857
+89
| +2% | +$31.2K | 0.24% | 88 |
|
|
2020
Q3 | $1.49M | Sell |
4,768
-44
| -0.9% | -$13.7K | 0.24% | 92 |
|
|
2020
Q2 | $1.42M | Sell |
4,812
-446
| -8% | -$132K | 0.25% | 89 |
|
|
2020
Q1 | $1.31M | Buy |
5,258
+258
| +5% | +$64.3K | 0.28% | 78 |
|
|
2019
Q4 | $1.47M | Buy |
5,000
+2,019
| +68% | +$594K | 0.25% | 87 |
|
|
2019
Q3 | $648K | Buy |
2,981
+97
| +3% | +$21.1K | 0.12% | 208 |
|
|
2019
Q2 | $704K | Buy |
2,884
+52
| +2% | +$12.7K | 0.14% | 174 |
|
|
2019
Q1 | $700K | Sell |
2,832
-269
| -9% | -$66.5K | 0.12% | 175 |
|
|
2018
Q4 | $773K | Sell |
3,101
-1,232
| -28% | -$307K | 0.16% | 135 |
|
|
2018
Q3 | $1.15M | Sell |
4,333
-41
| -0.9% | -$10.9K | 0.2% | 98 |
|
|
2018
Q2 | $1.07M | Buy |
4,374
+80
| +2% | +$19.6K | 0.19% | 103 |
|
|
2018
Q1 | $919K | Buy |
4,294
+240
| +6% | +$51.4K | 0.17% | 114 |
|
|
2017
Q4 | $894K | Buy |
+4,054
| New | +$894K | 0.16% | 123 |
|