SMC
Smith, Moore & Co’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739K | Buy |
2,368
+146
| +7% | +$45.6K | 0.06% | 250 |
|
|
2025
Q1 | $1.16M | Buy |
2,222
+61
| +3% | +$31.9K | 0.11% | 181 |
|
|
2024
Q4 | $1.09M | Buy |
2,161
+60
| +3% | +$30.4K | 0.1% | 178 |
|
|
2024
Q3 | $1.23M | Sell |
2,101
-132
| -6% | -$77.2K | 0.12% | 159 |
|
|
2024
Q2 | $1.14M | Buy |
2,233
+65
| +3% | +$33.1K | 0.12% | 160 |
|
|
2024
Q1 | $1.07M | Sell |
2,168
-29
| -1% | -$14.3K | 0.11% | 165 |
|
|
2023
Q4 | $1.16M | Buy |
2,197
+132
| +6% | +$69.5K | 0.14% | 139 |
|
|
2023
Q3 | $1.04M | Sell |
2,065
-1,725
| -46% | -$870K | 0.14% | 133 |
|
|
2023
Q2 | $1.82M | Sell |
3,790
-105
| -3% | -$50.5K | 0.23% | 89 |
|
|
2023
Q1 | $1.84M | Sell |
3,895
-882
| -18% | -$417K | 0.25% | 83 |
|
|
2022
Q4 | $2.53M | Buy |
4,777
+870
| +22% | +$461K | 0.35% | 55 |
|
|
2022
Q3 | $1.97M | Buy |
3,907
+50
| +1% | +$25.3K | 0.3% | 70 |
|
|
2022
Q2 | $1.98M | Buy |
3,857
+315
| +9% | +$162K | 0.31% | 75 |
|
|
2022
Q1 | $1.81M | Buy |
3,542
+319
| +10% | +$163K | 0.25% | 81 |
|
|
2021
Q4 | $1.62M | Buy |
3,223
+144
| +5% | +$72.3K | 0.22% | 84 |
|
|
2021
Q3 | $1.2M | Buy |
3,079
+4
| +0.1% | +$1.56K | 0.18% | 109 |
|
|
2021
Q2 | $1.23M | Buy |
3,075
+12
| +0.4% | +$4.81K | 0.19% | 104 |
|
|
2021
Q1 | $1.14M | Sell |
3,063
-125
| -4% | -$46.5K | 0.18% | 114 |
|
|
2020
Q4 | $1.12M | Buy |
3,188
+111
| +4% | +$38.9K | 0.21% | 93 |
|
|
2020
Q3 | $959K | Buy |
3,077
+64
| +2% | +$19.9K | 0.2% | 95 |
|
|
2020
Q2 | $889K | Sell |
3,013
-7
| -0.2% | -$2.07K | 0.2% | 95 |
|
|
2020
Q1 | $753K | Sell |
3,020
-3
| -0.1% | -$748 | 0.2% | 99 |
|
|
2019
Q4 | $889K | Sell |
3,023
-262
| -8% | -$77K | 0.18% | 100 |
|
|
2019
Q3 | $714K | Buy |
3,285
+129
| +4% | +$28K | 0.16% | 126 |
|
|
2019
Q2 | $770K | Buy |
3,156
+41
| +1% | +$10K | 0.17% | 119 |
|
|
2019
Q1 | $770K | Sell |
3,115
-564
| -15% | -$139K | 0.18% | 117 |
|
|
2018
Q4 | $916K | Buy |
3,679
+1,019
| +38% | +$254K | 0.25% | 84 |
|
|
2018
Q3 | $708K | Buy |
2,660
+121
| +5% | +$32.2K | 0.16% | 127 |
|
|
2018
Q2 | $623K | Buy |
2,539
+394
| +18% | +$96.7K | 0.16% | 132 |
|
|
2018
Q1 | $459K | Sell |
2,145
-272
| -11% | -$58.2K | 0.12% | 164 |
|
|
2017
Q4 | $533K | Sell |
2,417
-60
| -2% | -$13.2K | 0.14% | 144 |
|
|
2017
Q3 | $485K | Buy |
+2,477
| New | +$485K | 0.14% | 145 |
|
|
2017
Q1 | – | Sell |
-1,570
| Closed | -$251K | – | 242 |
|
|
2016
Q4 | $251K | Buy |
1,570
+1
| +0.1% | +$160 | 0.1% | 192 |
|
|
2016
Q3 | $220K | Buy |
1,569
+101
| +7% | +$14.2K | 0.09% | 193 |
|
|
2016
Q2 | $207K | Buy |
+1,468
| New | +$207K | 0.09% | 196 |
|