SWA
SOA Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Sell |
1,222
-36
| -3% | -$11.2K | 0.07% | 140 |
|
|
2025
Q1 | $659K | Sell |
1,258
-11
| -0.9% | -$5.76K | 0.14% | 91 |
|
|
2024
Q4 | $642K | Sell |
1,269
-6
| -0.5% | -$3.04K | 0.12% | 99 |
|
|
2024
Q3 | $746K | Buy |
1,275
+46
| +4% | +$26.9K | 0.14% | 87 |
|
|
2024
Q2 | $626K | Buy |
1,229
+351
| +40% | +$179K | 0.13% | 95 |
|
|
2024
Q1 | $434K | Buy |
878
+36
| +4% | +$17.8K | 0.09% | 116 |
|
|
2023
Q4 | $443K | Buy |
842
+2
| +0.2% | +$1.05K | 0.1% | 111 |
|
|
2023
Q3 | $423K | Buy |
840
+3
| +0.4% | +$1.51K | 0.11% | 104 |
|
|
2023
Q2 | $402K | Buy |
837
+7
| +0.8% | +$3.37K | 0.09% | 112 |
|
|
2023
Q1 | $392K | Buy |
830
+7
| +0.9% | +$3.31K | 0.1% | 107 |
|
|
2022
Q4 | $436K | Buy |
823
+13
| +2% | +$6.89K | 0.12% | 95 |
|
|
2022
Q3 | $409K | Sell |
810
-17
| -2% | -$8.58K | 0.12% | 93 |
|
|
2022
Q2 | $424K | Sell |
827
-3
| -0.4% | -$1.54K | 0.12% | 94 |
|
|
2022
Q1 | $423K | Sell |
830
-132
| -14% | -$67.3K | 0.1% | 107 |
|
|
2021
Q4 | $485K | Buy |
962
+2
| +0.2% | +$1.01K | 0.12% | 101 |
|
|
2021
Q3 | $375K | Buy |
960
+2
| +0.2% | +$781 | 0.1% | 117 |
|
|
2021
Q2 | $383K | Sell |
958
-54
| -5% | -$21.6K | 0.1% | 117 |
|
|
2021
Q1 | $376K | Sell |
1,012
-44
| -4% | -$16.3K | 0.11% | 114 |
|
|
2020
Q4 | $352K | Buy |
+1,056
| New | +$352K | 0.1% | 110 |
|