SWA
SFMG Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Buy |
1,731
+90
| +5% | +$28.1K | 0.04% | 146 |
|
|
2025
Q1 | $859K | Sell |
1,641
-230
| -12% | -$120K | 0.07% | 112 |
|
|
2024
Q4 | $946K | Buy |
1,871
+334
| +22% | +$169K | 0.07% | 101 |
|
|
2024
Q3 | $898K | Buy |
1,537
+56
| +4% | +$32.7K | 0.07% | 102 |
|
|
2024
Q2 | $754K | Sell |
1,481
-90
| -6% | -$45.8K | 0.07% | 107 |
|
|
2024
Q1 | $777K | Buy |
1,571
+107
| +7% | +$52.9K | 0.07% | 105 |
|
|
2023
Q4 | $771K | Buy |
1,464
+61
| +4% | +$32.1K | 0.07% | 103 |
|
|
2023
Q3 | $708K | Sell |
1,403
-6
| -0.4% | -$3.03K | 0.07% | 102 |
|
|
2023
Q2 | $677K | Sell |
1,409
-170
| -11% | -$81.7K | 0.07% | 104 |
|
|
2023
Q1 | $746K | Buy |
1,579
+8
| +0.5% | +$3.78K | 0.08% | 100 |
|
|
2022
Q4 | $833K | Sell |
1,571
-30
| -2% | -$15.9K | 0.09% | 96 |
|
|
2022
Q3 | $800K | Buy |
1,601
+134
| +9% | +$67K | 0.09% | 96 |
|
|
2022
Q2 | $753K | Buy |
1,467
+490
| +50% | +$252K | 0.09% | 100 |
|
|
2022
Q1 | $498K | Sell |
977
-522
| -35% | -$266K | 0.05% | 145 |
|
|
2021
Q4 | $753K | Buy |
1,499
+21
| +1% | +$10.5K | 0.07% | 115 |
|
|
2021
Q3 | $578K | Buy |
1,478
+93
| +7% | +$36.4K | 0.06% | 129 |
|
|
2021
Q2 | $555K | Buy |
1,385
+47
| +4% | +$18.8K | 0.06% | 140 |
|
|
2021
Q1 | $498K | Buy |
1,338
+15
| +1% | +$5.58K | 0.06% | 141 |
|
|
2020
Q4 | $464K | Buy |
1,323
+647
| +96% | +$227K | 0.06% | 132 |
|
|
2020
Q3 | $211K | Buy |
+676
| New | +$211K | 0.03% | 163 |
|