SWK
Stephen W. Kidder’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.67M | Buy |
14,969
+221
| +1% | +$68.9K | 1.4% | 26 |
|
|
2025
Q1 | $7.72M | Buy |
14,748
+27
| +0.2% | +$14.1K | 2.41% | 17 |
|
|
2024
Q4 | $7.45M | Sell |
14,721
-5
| -0% | -$2.53K | 2.24% | 20 |
|
|
2024
Q3 | $8.61M | Buy |
14,726
+33
| +0.2% | +$19.3K | 2.54% | 19 |
|
|
2024
Q2 | $7.48M | Buy |
14,693
+777
| +6% | +$396K | 2.34% | 21 |
|
|
2024
Q1 | $6.88M | Sell |
13,916
-332
| -2% | -$164K | 2.2% | 22 |
|
|
2023
Q4 | $7.5M | Buy |
14,248
+477
| +3% | +$251K | 2.42% | 20 |
|
|
2023
Q3 | $6.94M | Buy |
13,771
+1,251
| +10% | +$631K | 2.41% | 20 |
|
|
2023
Q2 | $6.02M | Buy |
12,520
+433
| +4% | +$208K | 1.97% | 21 |
|
|
2023
Q1 | $5.71M | Buy |
12,087
+445
| +4% | +$210K | 1.99% | 20 |
|
|
2022
Q4 | $6.17M | Buy |
11,642
+198
| +2% | +$105K | 2.26% | 18 |
|
|
2022
Q3 | $5.78M | Sell |
11,444
-3
| -0% | -$1.52K | 2.36% | 19 |
|
|
2022
Q2 | $5.88M | Sell |
11,447
-1
| -0% | -$514 | 2.28% | 19 |
|
|
2022
Q1 | $5.84M | Buy |
11,448
+12
| +0.1% | +$6.12K | 1.89% | 21 |
|
|
2021
Q4 | $5.74M | Buy |
11,436
+56
| +0.5% | +$28.1K | 1.74% | 24 |
|
|
2021
Q3 | $4.45M | Sell |
11,380
-65
| -0.6% | -$25.4K | 1.39% | 29 |
|
|
2021
Q2 | $4.58M | Buy |
11,445
+53
| +0.5% | +$21.2K | 1.41% | 30 |
|
|
2021
Q1 | $4.24M | Buy |
11,392
+1,130
| +11% | +$421K | 1.37% | 31 |
|
|
2020
Q4 | $3.6M | Buy |
10,262
+1,152
| +13% | +$404K | 1.2% | 33 |
|
|
2020
Q3 | $2.84M | Buy |
9,110
+3,370
| +59% | +$1.05M | 1.01% | 33 |
|
|
2020
Q2 | $1.69M | Buy |
5,740
+3,684
| +179% | +$1.09M | 0.65% | 35 |
|
|
2020
Q1 | $513K | Buy |
+2,056
| New | +$513K | 0.23% | 50 |
|