SBIA
Sheaff Brock Investment Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.38M | Sell |
16,007
-133
| -0.8% | -$69.7K | 0.77% | 30 |
|
|
2024
Q4 | $8.16M | Buy |
16,140
+287
| +2% | +$145K | 0.71% | 36 |
|
|
2024
Q3 | $9.27M | Sell |
15,853
-1,045
| -6% | -$611K | 0.81% | 27 |
|
|
2024
Q2 | $8.61M | Sell |
16,898
-407
| -2% | -$207K | 0.8% | 24 |
|
|
2024
Q1 | $8.56M | Buy |
17,305
+1,235
| +8% | +$611K | 0.54% | 33 |
|
|
2023
Q4 | $8.46M | Buy |
16,070
+123
| +0.8% | +$64.8K | 0.65% | 31 |
|
|
2023
Q3 | $8.04M | Sell |
15,947
-36
| -0.2% | -$18.2K | 0.73% | 27 |
|
|
2023
Q2 | $7.68M | Buy |
15,983
+89
| +0.6% | +$42.8K | 0.65% | 33 |
|
|
2023
Q1 | $7.51M | Buy |
15,894
+319
| +2% | +$151K | 0.69% | 29 |
|
|
2022
Q4 | $8.26M | Sell |
15,575
-249
| -2% | -$132K | 0.81% | 24 |
|
|
2022
Q3 | $7.99M | Sell |
15,824
-462
| -3% | -$233K | 0.86% | 17 |
|
|
2022
Q2 | $8.37M | Sell |
16,286
-1,282
| -7% | -$658K | 0.7% | 20 |
|
|
2022
Q1 | $8.96M | Sell |
17,568
-722
| -4% | -$368K | 0.62% | 25 |
|
|
2021
Q4 | $9.18M | Sell |
18,290
-138
| -0.7% | -$69.3K | 0.61% | 24 |
|
|
2021
Q3 | $7.2M | Sell |
18,428
-134
| -0.7% | -$52.4K | 0.53% | 28 |
|
|
2021
Q2 | $7.43M | Sell |
18,562
-144
| -0.8% | -$57.7K | 0.53% | 29 |
|
|
2021
Q1 | $6.96M | Sell |
18,706
-171
| -0.9% | -$63.6K | 0.55% | 29 |
|
|
2020
Q4 | $6.62M | Buy |
18,877
+9,491
| +101% | +$3.33M | 0.55% | 31 |
|
|
2020
Q3 | $2.93M | Sell |
9,386
-10,865
| -54% | -$3.39M | 0.27% | 71 |
|
|
2020
Q2 | $5.97M | Sell |
20,251
-242
| -1% | -$71.4K | 0.59% | 21 |
|
|
2020
Q1 | $5.11M | Sell |
20,493
-1,612
| -7% | -$402K | 0.68% | 22 |
|
|
2019
Q4 | $6.5M | Buy |
22,105
+1,143
| +5% | +$336K | 0.63% | 27 |
|
|
2019
Q3 | $4.56M | Buy |
20,962
+20
| +0.1% | +$4.35K | 0.49% | 43 |
|
|
2019
Q2 | $5.11M | Buy |
20,942
+10,149
| +94% | +$2.48M | 0.55% | 36 |
|
|
2019
Q1 | $2.67M | Sell |
10,793
-8,034
| -43% | -$1.99M | 0.32% | 69 |
|
|
2018
Q4 | $4.69M | Sell |
18,827
-306
| -2% | -$76.2K | 0.74% | 35 |
|
|
2018
Q3 | $5.09M | Buy |
19,133
+6,356
| +50% | +$1.69M | 0.48% | 42 |
|
|
2018
Q2 | $3.14M | Sell |
12,777
-6,051
| -32% | -$1.48M | 0.31% | 60 |
|
|
2018
Q1 | $4.03M | Buy |
18,828
+566
| +3% | +$121K | 0.42% | 46 |
|
|
2017
Q4 | $4.03M | Buy |
18,262
+474
| +3% | +$104K | 0.52% | 45 |
|
|
2017
Q3 | $3.48M | Sell |
17,788
-306
| -2% | -$59.9K | 0.46% | 56 |
|
|
2017
Q2 | $3.36M | Sell |
18,094
-1,332
| -7% | -$247K | 0.44% | 55 |
|
|
2017
Q1 | $3.19M | Sell |
19,426
-2,396
| -11% | -$393K | 0.41% | 58 |
|
|
2016
Q4 | $3.49M | Buy |
21,822
+1,725
| +9% | +$276K | 0.44% | 55 |
|
|
2016
Q3 | $2.81M | Buy |
20,097
+1,027
| +5% | +$144K | 0.38% | 62 |
|
|
2016
Q2 | $2.69M | Buy |
19,070
+1,340
| +8% | +$189K | 0.34% | 68 |
|
|
2016
Q1 | $2.29M | Sell |
17,730
-1,957
| -10% | -$252K | 0.28% | 77 |
|
|
2015
Q4 | $2.32M | Buy |
+19,687
| New | +$2.32M | 0.26% | 94 |
|