SCP
Seizert Capital Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.1M | Buy |
+134,901
| New | +$42.1M | 1.85% | 26 |
|
|
2020
Q4 | – | Sell |
-858
| Closed | -$267K | – | 210 |
|
|
2020
Q3 | $267K | Sell |
858
-22
| -3% | -$6.85K | 0.02% | 154 |
|
|
2020
Q2 | $260K | Hold |
880
| – | – | 0.02% | 168 |
|
|
2020
Q1 | $219K | Sell |
880
-2,871
| -77% | -$714K | 0.02% | 171 |
|
|
2019
Q4 | $1.1M | Sell |
3,751
-590
| -14% | -$173K | 0.05% | 128 |
|
|
2019
Q3 | $943K | Sell |
4,341
-203
| -4% | -$44.1K | 0.05% | 123 |
|
|
2019
Q2 | $1.11M | Sell |
4,544
-591
| -12% | -$144K | 0.05% | 130 |
|
|
2019
Q1 | $1.27M | Sell |
5,135
-23
| -0.4% | -$5.69K | 0.06% | 125 |
|
|
2018
Q4 | $1.29M | Hold |
5,158
| – | – | 0.06% | 120 |
|
|
2018
Q3 | $1.37M | Sell |
5,158
-9,010
| -64% | -$2.4M | 0.05% | 129 |
|
|
2018
Q2 | $3.03M | Hold |
14,168
| – | – | 0.11% | 84 |
|
|
2018
Q1 | $3.03M | Sell |
14,168
-1,338
| -9% | -$286K | 0.11% | 84 |
|
|
2017
Q4 | $3.42M | Sell |
15,506
-472
| -3% | -$104K | 0.12% | 78 |
|
|
2017
Q3 | $3.13M | Sell |
15,978
-2,236
| -12% | -$438K | 0.11% | 87 |
|
|
2017
Q2 | $3.38M | Sell |
18,214
-4,835
| -21% | -$896K | 0.12% | 82 |
|
|
2017
Q1 | $3.78M | Sell |
23,049
-34
| -0.1% | -$5.58K | 0.13% | 71 |
|
|
2016
Q4 | $3.69M | Sell |
23,083
-4,130
| -15% | -$661K | 0.13% | 92 |
|
|
2016
Q3 | $3.81M | Sell |
27,213
-64,015
| -70% | -$8.96M | 0.14% | 80 |
|
|
2016
Q2 | $12.9M | Sell |
91,228
-17,491
| -16% | -$2.47M | 0.49% | 60 |
|
|
2016
Q1 | $14M | Sell |
108,719
-3,590
| -3% | -$463K | 0.48% | 61 |
|
|
2015
Q4 | $13.2M | Sell |
112,309
-1,753
| -2% | -$206K | 0.41% | 66 |
|
|
2015
Q3 | $13.2M | Sell |
114,062
-184,874
| -62% | -$21.4M | 0.4% | 64 |
|
|
2015
Q2 | $36.5M | Sell |
298,936
-97,292
| -25% | -$11.9M | 0.93% | 48 |
|
|
2015
Q1 | $46.9M | Sell |
396,228
-54,796
| -12% | -$6.48M | 1.18% | 42 |
|
|
2014
Q4 | $45.6M | Sell |
451,024
-9,742
| -2% | -$985K | 0.96% | 50 |
|
|
2014
Q3 | $39.7M | Sell |
460,766
-376
| -0.1% | -$32.4K | 0.8% | 54 |
|
|
2014
Q2 | $37.7M | Buy |
461,142
+170,190
| +58% | +$13.9M | 0.75% | 54 |
|
|
2014
Q1 | $23.9M | Buy |
290,952
+9,393
| +3% | +$770K | 0.56% | 62 |
|
|
2013
Q4 | $21.2M | Buy |
281,559
+38,535
| +16% | +$2.9M | 0.5% | 63 |
|
|
2013
Q3 | $17.4M | Sell |
243,024
-33,328
| -12% | -$2.39M | 0.47% | 64 |
|
|
2013
Q2 | $18.1M | Buy |
+276,352
| New | +$18.1M | 0.49% | 62 |
|