SVWAG
Sound View Wealth Advisors Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
3,555
-1,151
| -24% | -$359K | 0.08% | 176 |
|
|
2025
Q1 | $2.46M | Sell |
4,706
-307
| -6% | -$161K | 0.2% | 102 |
|
|
2024
Q4 | $2.54M | Sell |
5,013
-2,285
| -31% | -$1.16M | 0.2% | 102 |
|
|
2024
Q3 | $4.27M | Buy |
7,298
+977
| +15% | +$571K | 0.35% | 65 |
|
|
2024
Q2 | $3.22M | Buy |
6,321
+80
| +1% | +$40.7K | 0.33% | 67 |
|
|
2024
Q1 | $3.09M | Buy |
6,241
+15
| +0.2% | +$7.42K | 0.33% | 67 |
|
|
2023
Q4 | $3.28M | Sell |
6,226
-198
| -3% | -$104K | 0.36% | 66 |
|
|
2023
Q3 | $3.24M | Sell |
6,424
-64
| -1% | -$32.3K | 0.4% | 58 |
|
|
2023
Q2 | $3.12M | Sell |
6,488
-24
| -0.4% | -$11.5K | 0.41% | 61 |
|
|
2023
Q1 | $3.08M | Buy |
6,512
+286
| +5% | +$135K | 0.42% | 59 |
|
|
2022
Q4 | $3.28M | Buy |
6,226
+2,111
| +51% | +$1.11M | 0.36% | 66 |
|
|
2022
Q3 | $2.08M | Sell |
4,115
-169
| -4% | -$85.3K | 0.47% | 59 |
|
|
2022
Q2 | $2.2M | Sell |
4,284
-115
| -3% | -$59.1K | 0.46% | 58 |
|
|
2022
Q1 | $2.24M | Buy |
4,399
+428
| +11% | +$218K | 0.43% | 61 |
|
|
2021
Q4 | $1.99M | Sell |
3,971
-3
| -0.1% | -$1.51K | 0.38% | 65 |
|
|
2021
Q3 | $1.55M | Buy |
3,974
+144
| +4% | +$56.3K | 0.32% | 82 |
|
|
2021
Q2 | $1.53M | Sell |
3,830
-327
| -8% | -$131K | 0.32% | 83 |
|
|
2021
Q1 | $1.55M | Buy |
4,157
+213
| +5% | +$79.3K | 0.36% | 77 |
|
|
2020
Q4 | $1.38M | Buy |
3,944
+111
| +3% | +$38.9K | 0.34% | 85 |
|
|
2020
Q3 | $1.2M | Buy |
3,833
+100
| +3% | +$31.2K | 0.31% | 86 |
|
|
2020
Q2 | $1.1M | Buy |
3,733
+322
| +9% | +$95K | 0.31% | 89 |
|
|
2020
Q1 | $851K | Buy |
3,411
+37
| +1% | +$9.23K | 0.29% | 90 |
|
|
2019
Q4 | $992K | Sell |
3,374
-39
| -1% | -$11.5K | 0.28% | 92 |
|
|
2019
Q3 | $742K | Sell |
3,413
-169
| -5% | -$36.7K | 0.22% | 109 |
|
|
2019
Q2 | $874K | Buy |
+3,582
| New | +$874K | 0.26% | 99 |
|