SSWM
Sheets Smith Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
5,041
+97
| +2% | +$30.3K | 0.18% | 114 |
|
|
2025
Q1 | $2.59M | Buy |
4,944
+8
| +0.2% | +$4.19K | 0.32% | 71 |
|
|
2024
Q4 | $2.5M | Sell |
4,936
-458
| -8% | -$232K | 0.3% | 82 |
|
|
2024
Q3 | $3.15M | Buy |
5,394
+452
| +9% | +$264K | 0.39% | 64 |
|
|
2024
Q2 | $2.52M | Sell |
4,942
-280
| -5% | -$143K | 0.3% | 82 |
|
|
2024
Q1 | $2.58M | Buy |
5,222
+208
| +4% | +$103K | 0.29% | 84 |
|
|
2023
Q4 | $2.64M | Sell |
5,014
-30
| -0.6% | -$15.8K | 0.38% | 70 |
|
|
2023
Q3 | $2.54M | Sell |
5,044
-25
| -0.5% | -$12.6K | 0.39% | 69 |
|
|
2023
Q2 | $2.44M | Sell |
5,069
-40
| -0.8% | -$19.2K | 0.36% | 70 |
|
|
2023
Q1 | $2.41M | Sell |
5,109
-1,543
| -23% | -$729K | 0.37% | 65 |
|
|
2022
Q4 | $3.53M | Hold |
6,652
| – | – | 0.55% | 49 |
|
|
2022
Q3 | $3.36M | Buy |
6,652
+61
| +0.9% | +$30.8K | 0.56% | 49 |
|
|
2022
Q2 | $3.39M | Sell |
6,591
-25
| -0.4% | -$12.8K | 0.56% | 49 |
|
|
2022
Q1 | $3.37M | Sell |
6,616
-1,247
| -16% | -$636K | 0.47% | 54 |
|
|
2021
Q4 | $3.95M | Sell |
7,863
-5
| -0.1% | -$2.51K | 0.49% | 53 |
|
|
2021
Q3 | $3.07M | Buy |
7,868
+15
| +0.2% | +$5.86K | 0.42% | 60 |
|
|
2021
Q2 | $3.15M | Sell |
7,853
-205
| -3% | -$82.1K | 0.42% | 61 |
|
|
2021
Q1 | $3M | Buy |
8,058
+39
| +0.5% | +$14.5K | 0.44% | 59 |
|
|
2020
Q4 | $2.81M | Buy |
8,019
+197
| +3% | +$69.1K | 0.43% | 67 |
|
|
2020
Q3 | $2.44M | Buy |
7,822
+1,328
| +20% | +$414K | 0.42% | 64 |
|
|
2020
Q2 | $1.92M | Sell |
6,494
-2,490
| -28% | -$734K | 0.38% | 71 |
|
|
2020
Q1 | $2.24M | Sell |
8,984
-796
| -8% | -$198K | 0.47% | 51 |
|
|
2019
Q4 | $2.87M | Buy |
9,780
+3,275
| +50% | +$960K | 0.55% | 52 |
|
|
2019
Q3 | $1.41M | Sell |
6,505
-775
| -11% | -$168K | 0.29% | 92 |
|
|
2019
Q2 | $1.78M | Buy |
7,280
+60
| +0.8% | +$14.6K | 0.36% | 82 |
|
|
2019
Q1 | $1.79M | Sell |
7,220
-199
| -3% | -$49.2K | 0.39% | 79 |
|
|
2018
Q4 | $1.85M | Sell |
7,419
-3,306
| -31% | -$823K | 0.5% | 59 |
|
|
2018
Q3 | $2.85M | Buy |
10,725
+1,369
| +15% | +$364K | 0.59% | 45 |
|
|
2018
Q2 | $2.3M | Buy |
9,356
+23
| +0.2% | +$5.64K | 0.54% | 51 |
|
|
2018
Q1 | $2M | Buy |
9,333
+1,979
| +27% | +$423K | 0.48% | 56 |
|
|
2017
Q4 | $1.62M | Sell |
7,354
-649
| -8% | -$143K | 0.38% | 74 |
|
|
2017
Q3 | $1.57M | Hold |
8,003
| – | – | 0.4% | 69 |
|
|
2017
Q2 | $1.48M | Buy |
8,003
+25
| +0.3% | +$4.64K | 0.39% | 75 |
|
|
2017
Q1 | $1.31M | Hold |
7,978
| – | – | 0.35% | 86 |
|
|
2016
Q4 | $1.28M | Hold |
7,978
| – | – | 0.36% | 78 |
|
|
2016
Q3 | $1.12M | Buy |
7,978
+301
| +4% | +$42.1K | 0.32% | 82 |
|
|
2016
Q2 | $1.08M | Sell |
7,677
-26
| -0.3% | -$3.67K | 0.31% | 90 |
|
|
2016
Q1 | $993K | Buy |
7,703
+78
| +1% | +$10.1K | 0.31% | 83 |
|
|
2015
Q4 | $897K | Sell |
7,625
-1,875
| -20% | -$221K | 0.27% | 102 |
|
|
2015
Q3 | $1.1M | Buy |
9,500
+75
| +0.8% | +$8.7K | 0.37% | 79 |
|
|
2015
Q2 | $1.15M | Sell |
9,425
-50
| -0.5% | -$6.1K | 0.31% | 98 |
|
|
2015
Q1 | $1.12M | Buy |
+9,475
| New | +$1.12M | 0.31% | 97 |
|