SWMG
Signature Wealth Management Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,924
| Closed | -$2.06M | – | 122 |
|
|
2025
Q1 | $2.06M | Buy |
3,924
+200
| +5% | +$105K | 0.8% | 48 |
|
|
2024
Q4 | $1.88M | Buy |
3,724
+97
| +3% | +$49.1K | 0.76% | 55 |
|
|
2024
Q3 | $2.12M | Buy |
3,627
+142
| +4% | +$83K | 0.85% | 42 |
|
|
2024
Q2 | $1.77M | Buy |
3,485
+92
| +3% | +$46.9K | 0.78% | 52 |
|
|
2024
Q1 | $1.7M | Buy |
3,393
+389
| +13% | +$195K | 0.77% | 45 |
|
|
2023
Q4 | $1.58M | Buy |
+3,004
| New | +$1.58M | 0.73% | 48 |
|
|
2023
Q2 | $1.37M | Buy |
2,855
+106
| +4% | +$51K | 0.64% | 51 |
|
|
2023
Q1 | $1.3M | Sell |
2,749
-159
| -5% | -$75.1K | 0.62% | 55 |
|
|
2022
Q4 | $1.54M | Sell |
2,908
-1,366
| -32% | -$724K | 0.75% | 48 |
|
|
2022
Q3 | $2.16M | Sell |
4,274
-420
| -9% | -$212K | 1.1% | 41 |
|
|
2022
Q2 | $2.41M | Buy |
4,694
+217
| +5% | +$111K | 1.17% | 42 |
|
|
2022
Q1 | $2.28M | Sell |
4,477
-127
| -3% | -$64.8K | 1.03% | 48 |
|
|
2021
Q4 | $2.31M | Buy |
4,604
+153
| +3% | +$76.8K | 1.17% | 43 |
|
|
2021
Q3 | $1.74M | Buy |
4,451
+365
| +9% | +$143K | 0.97% | 50 |
|
|
2021
Q2 | $1.64M | Buy |
4,086
+226
| +6% | +$90.5K | 0.91% | 49 |
|
|
2021
Q1 | $1.44M | Buy |
3,860
+734
| +23% | +$273K | 0.84% | 48 |
|
|
2020
Q4 | $1.1M | Buy |
3,126
+370
| +13% | +$130K | 0.69% | 52 |
|
|
2020
Q3 | $859K | Buy |
2,756
+34
| +1% | +$10.6K | 0.62% | 53 |
|
|
2020
Q2 | $803K | Sell |
2,722
-191
| -7% | -$56.3K | 0.61% | 51 |
|
|
2020
Q1 | $726K | Buy |
2,913
+220
| +8% | +$54.8K | 0.64% | 45 |
|
|
2019
Q4 | $792K | Buy |
2,693
+11
| +0.4% | +$3.24K | 0.5% | 50 |
|
|
2019
Q3 | $583K | Sell |
2,682
-115
| -4% | -$25K | 0.39% | 61 |
|
|
2019
Q2 | $691K | Buy |
2,797
+83
| +3% | +$20.5K | 0.46% | 52 |
|
|
2019
Q1 | $671K | Buy |
+2,714
| New | +$671K | 0.47% | 50 |
|
|
2018
Q4 | – | Sell |
-83
| Closed | -$21K | – | 278 |
|
|
2018
Q3 | $21K | Sell |
83
-16
| -16% | -$4.05K | 0.02% | 146 |
|
|
2018
Q2 | $24K | Sell |
99
-9
| -8% | -$2.18K | 0.02% | 135 |
|
|
2018
Q1 | $23K | Buy |
108
+1
| +0.9% | +$213 | 0.02% | 138 |
|
|
2017
Q4 | $24K | Buy |
+107
| New | +$24K | 0.02% | 134 |
|