SWM
Seed Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-627
| Closed | -$328K | – | 161 |
|
|
2025
Q1 | $328K | Hold |
627
| – | – | 0.27% | 93 |
|
|
2024
Q4 | $317K | Hold |
627
| – | – | 0.26% | 97 |
|
|
2024
Q3 | $367K | Hold |
627
| – | – | 0.29% | 89 |
|
|
2024
Q2 | $319K | Hold |
627
| – | – | 0.28% | 93 |
|
|
2024
Q1 | $307K | Hold |
627
| – | – | 0.29% | 86 |
|
|
2023
Q4 | $338K | Hold |
627
| – | – | 0.34% | 78 |
|
|
2023
Q3 | $316K | Hold |
627
| – | – | 0.36% | 77 |
|
|
2023
Q2 | $301K | Hold |
627
| – | – | 0.32% | 81 |
|
|
2023
Q1 | $296K | Hold |
627
| – | – | 0.34% | 79 |
|
|
2022
Q4 | $332K | Buy |
+627
| New | +$332K | 0.38% | 67 |
|