SFG
Steward Financial Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $854K | Buy |
1,695
+23
| +1% | +$11.6K | 0.27% | 27 |
|
|
2023
Q2 | $803K | Buy |
1,672
+10
| +0.6% | +$4.8K | 0.26% | 24 |
|
|
2023
Q1 | $785K | Buy |
1,662
+124
| +8% | +$58.6K | 0.26% | 21 |
|
|
2022
Q4 | $815K | Buy |
1,538
+193
| +14% | +$102K | 0.41% | 20 |
|
|
2022
Q3 | $679K | Buy |
1,345
+223
| +20% | +$113K | 0.5% | 18 |
|
|
2022
Q2 | $576K | Sell |
1,122
-131
| -10% | -$67.3K | 0.48% | 17 |
|
|
2022
Q1 | $639K | Buy |
1,253
+289
| +30% | +$147K | 0.57% | 9 |
|
|
2021
Q4 | $484K | Buy |
+964
| New | +$484K | 0.45% | 13 |
|