SPC
Spirepoint Private Client’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
3,597
+4
| +0.1% | +$1.25K | 0.13% | 103 |
|
|
2025
Q1 | $1.88M | Sell |
3,593
-13,388
| -79% | -$7.01M | 0.25% | 69 |
|
|
2024
Q4 | $8.59M | Buy |
16,981
+1,248
| +8% | +$631K | 1.08% | 25 |
|
|
2024
Q3 | $9.2M | Buy |
15,733
+630
| +4% | +$368K | 1.22% | 19 |
|
|
2024
Q2 | $7.69M | Buy |
15,103
+319
| +2% | +$162K | 1.09% | 21 |
|
|
2024
Q1 | $7.31M | Buy |
+14,784
| New | +$7.31M | 1.11% | 21 |
|