SSW
Smith Shellnut Wilson’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-536
| Closed | -$273K | – | 151 |
|
|
2024
Q2 | $273K | Hold |
536
| – | – | 0.13% | 111 |
|
|
2024
Q1 | $265K | Hold |
536
| – | – | 0.14% | 109 |
|
|
2023
Q4 | $282K | Buy |
+536
| New | +$282K | 0.16% | 100 |
|
|
2023
Q1 | – | Sell |
-416
| Closed | -$221K | – | 132 |
|
|
2022
Q4 | $221K | Hold |
416
| – | – | 0.14% | 117 |
|
|
2022
Q3 | $210K | Hold |
416
| – | – | 0.14% | 118 |
|
|
2022
Q2 | $214K | Hold |
416
| – | – | 0.13% | 121 |
|
|
2022
Q1 | $212K | Hold |
416
| – | – | 0.11% | 137 |
|
|
2021
Q4 | $209K | Buy |
+416
| New | +$209K | 0.1% | 142 |
|
|
2020
Q1 | – | Sell |
-691
| Closed | -$203K | – | 146 |
|
|
2019
Q4 | $203K | Buy |
+691
| New | +$203K | 0.14% | 126 |
|