SMG
Spectrum Management Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $7.49M | Buy |
14,839
+110
| +0.7% | +$55.6K | 1.63% | 15 |
|
|
2022
Q2 | $7.57M | Buy |
+14,729
| New | +$7.57M | 1.78% | 10 |
|
|
2021
Q4 | – | Sell |
-511
| Closed | -$200K | – | 408 |
|
|
2021
Q3 | $200K | Buy |
511
+503
| +6,288% | +$197K | 0.03% | 121 |
|
|
2021
Q2 | $3K | Buy |
+8
| New | +$3K | ﹤0.01% | 229 |
|
|
2020
Q4 | – | Sell |
-27
| Closed | -$8K | – | 279 |
|
|
2020
Q3 | $8K | Buy |
27
+4
| +17% | +$1.19K | ﹤0.01% | 207 |
|
|
2020
Q2 | $7K | Hold |
23
| – | – | ﹤0.01% | 215 |
|
|
2020
Q1 | $6K | Buy |
+23
| New | +$6K | ﹤0.01% | 213 |
|
|
2019
Q3 | – | Sell |
-1,160
| Closed | -$283K | – | 237 |
|
|
2019
Q2 | $283K | Sell |
1,160
-2,305
| -67% | -$562K | 0.08% | 83 |
|
|
2019
Q1 | $857K | Sell |
3,465
-50
| -1% | -$12.4K | 0.26% | 49 |
|
|
2018
Q4 | $876K | Buy |
3,515
+220
| +7% | +$54.8K | 0.31% | 46 |
|
|
2018
Q3 | $877K | Buy |
3,295
+12
| +0.4% | +$3.19K | 0.28% | 49 |
|
|
2018
Q2 | $805K | Buy |
3,283
+210
| +7% | +$51.5K | 0.28% | 53 |
|
|
2018
Q1 | $658K | Buy |
3,073
+185
| +6% | +$39.6K | 0.24% | 57 |
|
|
2017
Q4 | $637K | Sell |
2,888
-129
| -4% | -$28.5K | 0.22% | 60 |
|
|
2017
Q3 | $591K | Buy |
3,017
+252
| +9% | +$49.4K | 0.19% | 76 |
|
|
2017
Q2 | $513K | Buy |
2,765
+395
| +17% | +$73.3K | 0.19% | 64 |
|
|
2017
Q1 | $389K | Sell |
2,370
-30
| -1% | -$4.92K | 0.14% | 74 |
|
|
2016
Q4 | $384K | Buy |
+2,400
| New | +$384K | 0.14% | 77 |
|
|
2015
Q4 | – | Sell |
-60
| Closed | -$7K | – | 245 |
|
|
2015
Q3 | $7K | Hold |
60
| – | – | ﹤0.01% | 164 |
|
|
2015
Q2 | $7K | Hold |
60
| – | – | ﹤0.01% | 106 |
|
|
2015
Q1 | $7K | Hold |
60
| – | – | ﹤0.01% | 103 |
|
|
2014
Q4 | $6K | Hold |
60
| – | – | ﹤0.01% | 117 |
|
|
2014
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 114 |
|
|
2014
Q2 | $5K | Sell |
60
-80
| -57% | -$6.67K | ﹤0.01% | 124 |
|
|
2014
Q1 | $11K | Hold |
140
| – | – | 0.01% | 104 |
|
|
2013
Q4 | $11K | Buy |
+140
| New | +$11K | 0.01% | 116 |
|