SWM
Segment Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
33,418
+1,610
| +5% | +$502K | 0.66% | 54 |
|
|
2025
Q1 | $16.7M | Buy |
31,808
+1,062
| +3% | +$556K | 1.13% | 27 |
|
|
2024
Q4 | $15.6M | Buy |
30,746
+547
| +2% | +$277K | 1.06% | 31 |
|
|
2024
Q3 | $17.7M | Buy |
30,199
+39
| +0.1% | +$22.8K | 1.21% | 24 |
|
|
2024
Q2 | $15.4M | Buy |
30,160
+333
| +1% | +$170K | 1.13% | 24 |
|
|
2024
Q1 | $14.8M | Buy |
29,827
+642
| +2% | +$318K | 1.12% | 28 |
|
|
2023
Q4 | $15.4M | Buy |
29,185
+1,090
| +4% | +$574K | 1.36% | 15 |
|
|
2023
Q3 | $14.2M | Buy |
28,095
+1,270
| +5% | +$640K | 1.44% | 12 |
|
|
2023
Q2 | $12.9M | Sell |
26,825
-288
| -1% | -$138K | 1.33% | 15 |
|
|
2023
Q1 | $12.8M | Buy |
27,113
+318
| +1% | +$150K | 1.45% | 12 |
|
|
2022
Q4 | $14.2M | Buy |
26,795
+362
| +1% | +$192K | 1.64% | 9 |
|
|
2022
Q3 | $13.4M | Buy |
26,433
+201
| +0.8% | +$102K | 1.67% | 8 |
|
|
2022
Q2 | $13.5M | Buy |
26,232
+723
| +3% | +$371K | 1.71% | 7 |
|
|
2022
Q1 | $13M | Buy |
25,509
+1,134
| +5% | +$578K | 1.34% | 11 |
|
|
2021
Q4 | $12.2M | Buy |
24,375
+743
| +3% | +$373K | 1.28% | 17 |
|
|
2021
Q3 | $9.23M | Buy |
23,632
+303
| +1% | +$118K | 1.1% | 30 |
|
|
2021
Q2 | $9.34M | Buy |
23,329
+631
| +3% | +$253K | 1.11% | 27 |
|
|
2021
Q1 | $8.45M | Sell |
22,698
-1,179
| -5% | -$439K | 1.12% | 27 |
|
|
2020
Q4 | $8.37M | Sell |
23,877
-1,195
| -5% | -$419K | 1.21% | 20 |
|
|
2020
Q3 | $7.82M | Buy |
25,072
+475
| +2% | +$148K | 1.27% | 21 |
|
|
2020
Q2 | $7.26M | Buy |
24,597
+325
| +1% | +$95.9K | 1.34% | 14 |
|
|
2020
Q1 | $6.05M | Buy |
24,272
+377
| +2% | +$94K | 1.35% | 17 |
|
|
2019
Q4 | $7.03M | Buy |
23,895
+581
| +2% | +$171K | 1.19% | 18 |
|
|
2019
Q3 | $5.07M | Buy |
23,314
+524
| +2% | +$114K | 0.99% | 33 |
|
|
2019
Q2 | $5.56M | Buy |
22,790
+684
| +3% | +$167K | 1.13% | 26 |
|
|
2019
Q1 | $5.47M | Buy |
22,106
+395
| +2% | +$97.7K | 1.16% | 22 |
|
|
2018
Q4 | $5.41M | Buy |
21,711
+249
| +1% | +$62K | 1.36% | 16 |
|
|
2018
Q3 | $5.71M | Buy |
21,462
+168
| +0.8% | +$44.7K | 1.24% | 15 |
|
|
2018
Q2 | $5.23M | Buy |
21,294
+199
| +0.9% | +$48.8K | 1.23% | 13 |
|
|
2018
Q1 | $4.51M | Buy |
21,095
+293
| +1% | +$62.7K | 1.12% | 24 |
|
|
2017
Q4 | $4.59M | Buy |
20,802
+308
| +2% | +$67.9K | 1.11% | 22 |
|
|
2017
Q3 | $4.01M | Buy |
20,494
+2,066
| +11% | +$405K | 1.06% | 24 |
|
|
2017
Q2 | $3.42M | Buy |
18,428
+967
| +6% | +$179K | 0.94% | 28 |
|
|
2017
Q1 | $2.86M | Buy |
17,461
+1,002
| +6% | +$164K | 0.93% | 35 |
|
|
2016
Q4 | $2.63M | Buy |
16,459
+437
| +3% | +$69.9K | 0.97% | 34 |
|
|
2016
Q3 | $2.24M | Buy |
16,022
+145
| +0.9% | +$20.3K | 0.88% | 42 |
|
|
2016
Q2 | $2.24M | Sell |
15,877
-2,639
| -14% | -$373K | 0.93% | 43 |
|
|
2016
Q1 | $2.39M | Buy |
18,516
+228
| +1% | +$29.4K | 0.89% | 43 |
|
|
2015
Q4 | $2.15M | Sell |
18,288
-15,756
| -46% | -$1.85M | 0.82% | 46 |
|
|
2015
Q3 | $3.95M | Buy |
34,044
+1,714
| +5% | +$199K | 1.51% | 14 |
|
|
2015
Q2 | $3.94M | Sell |
32,330
-206
| -0.6% | -$25.1K | 1.37% | 18 |
|
|
2015
Q1 | $3.85M | Buy |
32,536
+2,407
| +8% | +$285K | 1.29% | 20 |
|
|
2014
Q4 | $3.05M | Buy |
30,129
+1,329
| +5% | +$134K | 1.17% | 26 |
|
|
2014
Q3 | $2.48M | Buy |
28,800
+930
| +3% | +$80.2K | 0.95% | 30 |
|
|
2014
Q2 | $2.28M | Buy |
27,870
+1,174
| +4% | +$96K | 0.88% | 32 |
|
|
2014
Q1 | $2.19M | Buy |
+26,696
| New | +$2.19M | 1.02% | 31 |
|