SCA
Snowden Capital Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.44M | Sell |
27,057
-10,231
| -27% | -$3.19M | 0.25% | 80 |
|
|
2025
Q1 | $19.5M | Sell |
37,288
-2,914
| -7% | -$1.53M | 0.62% | 24 |
|
|
2024
Q4 | $20.3M | Sell |
40,202
-11,225
| -22% | -$5.68M | 0.63% | 24 |
|
|
2024
Q3 | $30.1M | Buy |
51,427
+1,532
| +3% | +$896K | 0.9% | 12 |
|
|
2024
Q2 | $25.4M | Buy |
49,895
+865
| +2% | +$441K | 0.76% | 14 |
|
|
2024
Q1 | $24.3M | Buy |
49,030
+6,770
| +16% | +$3.35M | 0.76% | 12 |
|
|
2023
Q4 | $22.2M | Buy |
42,260
+1,172
| +3% | +$617K | 0.85% | 9 |
|
|
2023
Q3 | $20.7M | Sell |
41,088
-13,262
| -24% | -$6.69M | 0.88% | 8 |
|
|
2023
Q2 | $26.1M | Sell |
54,350
-3,877
| -7% | -$1.86M | 0.93% | 9 |
|
|
2023
Q1 | $27.5M | Sell |
58,227
-1,157
| -2% | -$547K | 1.07% | 7 |
|
|
2022
Q4 | $31.5M | Buy |
59,384
+2,583
| +5% | +$1.37M | 1.32% | 5 |
|
|
2022
Q3 | $28.7M | Buy |
56,801
+4,189
| +8% | +$2.12M | 1.3% | 5 |
|
|
2022
Q2 | $27M | Buy |
52,612
+3,199
| +6% | +$1.64M | 1.21% | 6 |
|
|
2022
Q1 | $25.2M | Buy |
49,413
+5,198
| +12% | +$2.65M | 1.01% | 7 |
|
|
2021
Q4 | $22.2M | Sell |
44,215
-4,864
| -10% | -$2.44M | 1.13% | 8 |
|
|
2021
Q3 | $19.2M | Buy |
49,079
+1,718
| +4% | +$671K | 0.96% | 9 |
|
|
2021
Q2 | $19M | Buy |
47,361
+2,422
| +5% | +$970K | 0.95% | 10 |
|
|
2021
Q1 | $16.7M | Buy |
44,939
+2,730
| +6% | +$1.02M | 0.96% | 9 |
|
|
2020
Q4 | $14.8M | Buy |
42,209
+411
| +1% | +$144K | 0.98% | 11 |
|
|
2020
Q3 | $13M | Buy |
41,798
+413
| +1% | +$129K | 1.04% | 9 |
|
|
2020
Q2 | $12.2M | Buy |
41,385
+623
| +2% | +$184K | 1.04% | 8 |
|
|
2020
Q1 | $10.2M | Buy |
40,762
+652
| +2% | +$163K | 1.11% | 7 |
|
|
2019
Q4 | $11.8M | Buy |
40,110
+373
| +0.9% | +$110K | 1.04% | 5 |
|
|
2019
Q3 | $8.64M | Buy |
39,737
+702
| +2% | +$153K | 0.87% | 12 |
|
|
2019
Q2 | $9.52M | Buy |
39,035
+886
| +2% | +$216K | 0.98% | 10 |
|
|
2019
Q1 | $9.43M | Buy |
38,149
+1,545
| +4% | +$382K | 1.03% | 8 |
|
|
2018
Q4 | $9.12M | Buy |
36,604
+7,990
| +28% | +$1.99M | 1.18% | 5 |
|
|
2018
Q3 | $7.61M | Buy |
28,614
+2,057
| +8% | +$547K | 0.87% | 13 |
|
|
2018
Q2 | $6.52M | Buy |
26,557
+1,132
| +4% | +$278K | 0.85% | 16 |
|
|
2018
Q1 | $5.44M | Buy |
25,425
+1,891
| +8% | +$405K | 0.8% | 20 |
|
|
2017
Q4 | $5.19M | Buy |
23,534
+2,042
| +10% | +$450K | 0.74% | 23 |
|
|
2017
Q3 | $4.21M | Buy |
21,492
+1,277
| +6% | +$250K | 0.68% | 30 |
|
|
2017
Q2 | $3.75M | Buy |
20,215
+304
| +2% | +$56.4K | 0.7% | 30 |
|
|
2017
Q1 | $3.27M | Buy |
19,911
+5,198
| +35% | +$853K | 0.72% | 28 |
|
|
2016
Q4 | $2.35M | Sell |
14,713
-543
| -4% | -$86.9K | 0.59% | 44 |
|
|
2016
Q3 | $2.14M | Buy |
15,256
+3,135
| +26% | +$439K | 0.58% | 50 |
|
|
2016
Q2 | $1.71M | Sell |
12,121
-11
| -0.1% | -$1.55K | 0.52% | 61 |
|
|
2016
Q1 | $1.56M | Buy |
+12,132
| New | +$1.56M | 0.53% | 55 |
|