SWM
SilverOak Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
4,767
+279
| +6% | +$87K | 0.28% | 37 |
|
|
2025
Q1 | $2.35M | Sell |
4,488
-16
| -0.4% | -$8.38K | 0.51% | 27 |
|
|
2024
Q4 | $2.28M | Sell |
4,504
-9
| -0.2% | -$4.55K | 0.49% | 26 |
|
|
2024
Q3 | $2.64M | Sell |
4,513
-13
| -0.3% | -$7.6K | 0.59% | 25 |
|
|
2024
Q2 | $2.3M | Sell |
4,526
-15
| -0.3% | -$7.64K | 0.55% | 25 |
|
|
2024
Q1 | $2.25M | Sell |
4,541
-189
| -4% | -$93.5K | 0.56% | 25 |
|
|
2023
Q4 | $2.38M | Buy |
+4,730
| New | +$2.38M | 0.64% | 23 |
|