SAM
SignalPoint Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $530K | Buy |
1,047
+14
| +1% | +$7.08K | 0.13% | 129 |
|
|
2024
Q3 | $601K | Sell |
1,033
-42
| -4% | -$24.4K | 0.14% | 136 |
|
|
2024
Q2 | $547K | Buy |
1,075
+20
| +2% | +$10.2K | 0.15% | 141 |
|
|
2024
Q1 | $527K | Sell |
1,055
-4
| -0.4% | -$2K | 0.14% | 141 |
|
|
2023
Q4 | $557K | Sell |
1,059
-7
| -0.7% | -$3.68K | 0.16% | 125 |
|
|
2023
Q3 | $537K | Buy |
1,066
+100
| +10% | +$50.4K | 0.17% | 119 |
|
|
2023
Q2 | $464K | Buy |
966
+73
| +8% | +$35.1K | 0.14% | 134 |
|
|
2023
Q1 | $422K | Buy |
893
+15
| +2% | +$7.09K | 0.13% | 143 |
|
|
2022
Q4 | $465K | Buy |
878
+47
| +6% | +$24.9K | 0.16% | 127 |
|
|
2022
Q3 | $419K | Buy |
831
+21
| +3% | +$10.6K | 0.16% | 123 |
|
|
2022
Q2 | $416K | Sell |
810
-30
| -4% | -$15.4K | 0.15% | 136 |
|
|
2022
Q1 | $428K | Buy |
840
+18
| +2% | +$9.17K | 0.14% | 143 |
|
|
2021
Q4 | $412K | Buy |
822
+32
| +4% | +$16K | 0.13% | 151 |
|
|
2021
Q3 | $309K | Buy |
790
+4
| +0.5% | +$1.57K | 0.1% | 169 |
|
|
2021
Q2 | $315K | Buy |
786
+24
| +3% | +$9.62K | 0.1% | 172 |
|
|
2021
Q1 | $284K | Buy |
762
+165
| +28% | +$61.5K | 0.1% | 170 |
|
|
2020
Q4 | $209K | Sell |
597
-70
| -10% | -$24.5K | 0.08% | 193 |
|
|
2020
Q3 | $208K | Buy |
+667
| New | +$208K | 0.09% | 182 |
|
|
2017
Q1 | – | Sell |
-6,052
| Closed | -$969K | – | 206 |
|
|
2016
Q4 | $969K | Buy |
6,052
+69
| +1% | +$11K | 0.25% | 92 |
|
|
2016
Q3 | $838K | Buy |
5,983
+285
| +5% | +$39.9K | 0.22% | 85 |
|
|
2016
Q2 | $805K | Buy |
5,698
+3,823
| +204% | +$540K | 0.34% | 62 |
|
|
2016
Q1 | $242K | Buy |
1,875
+5
| +0.3% | +$645 | 0.1% | 190 |
|
|
2015
Q4 | $220K | Buy |
1,870
+5
| +0.3% | +$588 | 0.1% | 177 |
|
|
2015
Q3 | $216K | Sell |
1,865
-91
| -5% | -$10.5K | 0.1% | 173 |
|
|
2015
Q2 | $231K | Hold |
1,956
| – | – | 0.1% | 170 |
|
|
2015
Q1 | $231K | Buy |
+1,956
| New | +$231K | 0.1% | 170 |
|