SFA
Source Financial Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $664K | Sell |
1,135
-125
| -10% | -$73.1K | 0.2% | 58 |
|
|
2024
Q2 | $642K | Buy |
1,260
+10
| +0.8% | +$5.09K | 0.2% | 57 |
|
|
2024
Q1 | $618K | Sell |
1,250
-229
| -15% | -$113K | 0.19% | 60 |
|
|
2023
Q4 | $779K | Sell |
1,479
-7
| -0.5% | -$3.69K | 0.24% | 59 |
|
|
2023
Q3 | $749K | Buy |
1,486
+47
| +3% | +$23.7K | 0.25% | 58 |
|
|
2023
Q2 | $692K | Buy |
1,439
+75
| +5% | +$36K | 0.23% | 60 |
|
|
2023
Q1 | $644K | Sell |
1,364
-284
| -17% | -$134K | 0.22% | 66 |
|
|
2022
Q4 | $874K | Sell |
1,648
-43
| -3% | -$22.8K | 0.33% | 56 |
|
|
2022
Q3 | $854K | Buy |
1,691
+32
| +2% | +$16.2K | 0.34% | 55 |
|
|
2022
Q2 | $853K | Buy |
1,659
+42
| +3% | +$21.6K | 0.33% | 56 |
|
|
2022
Q1 | $825K | Sell |
1,617
-45
| -3% | -$23K | 0.24% | 62 |
|
|
2021
Q4 | $835K | Sell |
1,662
-176
| -10% | -$88.4K | 0.23% | 60 |
|
|
2021
Q3 | $718K | Buy |
1,838
+15
| +0.8% | +$5.86K | 0.19% | 61 |
|
|
2021
Q2 | $730K | Buy |
1,823
+92
| +5% | +$36.8K | 0.19% | 62 |
|
|
2021
Q1 | $644K | Buy |
1,731
+164
| +10% | +$61K | 0.17% | 62 |
|
|
2020
Q4 | $550K | Buy |
+1,567
| New | +$550K | 0.15% | 71 |
|