SWM
Selective Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-402
| Closed | -$203K | – | 681 |
|
|
2022
Q3 | $203K | Buy |
402
+10
| +3% | +$5.05K | 0.09% | 125 |
|
|
2022
Q2 | $201K | Sell |
392
-36
| -8% | -$18.5K | 0.07% | 142 |
|
|
2022
Q1 | $218K | Sell |
428
-15
| -3% | -$7.64K | 0.08% | 124 |
|
|
2021
Q4 | $222K | Sell |
443
-250
| -36% | -$125K | 0.09% | 115 |
|
|
2021
Q3 | $271K | Buy |
693
+585
| +542% | +$229K | 0.14% | 80 |
|
|
2021
Q2 | $43K | Buy |
108
+91
| +535% | +$36.2K | 0.03% | 203 |
|
|
2021
Q1 | $6K | Hold |
17
| – | – | 0.01% | 301 |
|
|
2020
Q4 | $6K | Hold |
17
| – | – | ﹤0.01% | 283 |
|
|
2020
Q3 | $5K | Sell |
17
-107
| -86% | -$31.5K | ﹤0.01% | 249 |
|
|
2020
Q2 | $37K | Hold |
124
| – | – | 0.03% | 129 |
|
|
2020
Q1 | $31K | Hold |
124
| – | – | 0.05% | 82 |
|
|
2019
Q4 | $36K | Hold |
124
| – | – | 0.04% | 85 |
|
|
2019
Q3 | $27K | Buy |
+124
| New | +$27K | 0.04% | 102 |
|