SIS
Sound Income Strategies’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Sell |
2,021
-378
| -16% | -$118K | 0.04% | 172 |
|
|
2025
Q1 | $1.26M | Buy |
2,399
+330
| +16% | +$173K | 0.07% | 135 |
|
|
2024
Q4 | $1.05M | Buy |
2,069
+129
| +7% | +$65.3K | 0.06% | 134 |
|
|
2024
Q3 | $1.13M | Buy |
1,940
+29
| +2% | +$17K | 0.07% | 130 |
|
|
2024
Q2 | $973K | Buy |
1,911
+20
| +1% | +$10.2K | 0.06% | 132 |
|
|
2024
Q1 | $935K | Buy |
1,891
+448
| +31% | +$222K | 0.07% | 131 |
|
|
2023
Q4 | $759K | Buy |
1,443
+210
| +17% | +$111K | 0.06% | 126 |
|
|
2023
Q3 | $621K | Buy |
1,233
+90
| +8% | +$45.4K | 0.05% | 115 |
|
|
2023
Q2 | $550K | Buy |
1,143
+205
| +22% | +$98.6K | 0.06% | 111 |
|
|
2023
Q1 | $443K | Buy |
938
+11
| +1% | +$5.2K | 0.05% | 115 |
|
|
2022
Q4 | $491K | Buy |
927
+237
| +34% | +$126K | 0.06% | 102 |
|
|
2022
Q3 | $348K | Buy |
690
+180
| +35% | +$90.8K | 0.05% | 112 |
|
|
2022
Q2 | $262K | Hold |
510
| – | – | 0.03% | 125 |
|
|
2022
Q1 | $260K | Sell |
510
-87
| -15% | -$44.4K | 0.03% | 129 |
|
|
2021
Q4 | $300K | Hold |
597
| – | – | 0.04% | 128 |
|
|
2021
Q3 | $233K | Buy |
597
+262
| +78% | +$102K | 0.03% | 134 |
|
|
2021
Q2 | $134K | Sell |
335
-3
| -0.9% | -$1.2K | 0.02% | 156 |
|
|
2021
Q1 | $126K | Buy |
338
+145
| +75% | +$53.9K | 0.02% | 149 |
|
|
2020
Q4 | $68K | Hold |
193
| – | – | 0.02% | 179 |
|
|
2020
Q3 | $60K | Buy |
193
+6
| +3% | +$1.87K | 0.02% | 165 |
|
|
2020
Q2 | $55K | Buy |
187
+9
| +5% | +$2.65K | 0.02% | 145 |
|
|
2020
Q1 | $44K | Buy |
178
+76
| +75% | +$18.8K | 0.02% | 142 |
|
|
2019
Q4 | $30K | Buy |
102
+1
| +1% | +$294 | 0.01% | 188 |
|
|
2019
Q3 | $22K | Hold |
101
| – | – | 0.01% | 209 |
|
|
2019
Q2 | $25K | Sell |
101
-148
| -59% | -$36.6K | 0.01% | 199 |
|
|
2019
Q1 | $62K | Sell |
249
-15
| -6% | -$3.74K | 0.03% | 111 |
|
|
2018
Q4 | $66K | Sell |
264
-28
| -10% | -$7K | 0.03% | 108 |
|
|
2018
Q3 | $78K | Hold |
292
| – | – | 0.04% | 95 |
|
|
2018
Q2 | $72K | Hold |
292
| – | – | 0.04% | 81 |
|
|
2018
Q1 | $62K | Buy |
292
+100
| +52% | +$21.2K | 0.04% | 102 |
|
|
2017
Q4 | $44K | Buy |
+192
| New | +$44K | 0.03% | 98 |
|