SPIA
Steward Partners Investment Advisory’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.8M | Sell |
108,342
-9,274
| -8% | -$2.89M | 0.26% | 75 |
|
|
2025
Q1 | $61.6M | Sell |
117,616
-4,122
| -3% | -$2.16M | 0.54% | 29 |
|
|
2024
Q4 | $61.6M | Buy |
121,738
+1,906
| +2% | +$964K | 0.55% | 28 |
|
|
2024
Q3 | $70.1M | Buy |
119,832
+16,134
| +16% | +$9.43M | 0.65% | 26 |
|
|
2024
Q2 | $52.8M | Sell |
103,698
-14,627
| -12% | -$7.45M | 0.56% | 30 |
|
|
2024
Q1 | $58.5M | Sell |
118,325
-21,680
| -15% | -$10.7M | 0.65% | 26 |
|
|
2023
Q4 | $73.7M | Buy |
140,005
+5,141
| +4% | +$2.71M | 1% | 12 |
|
|
2023
Q3 | $68M | Buy |
134,864
+6,240
| +5% | +$3.15M | 1.05% | 11 |
|
|
2023
Q2 | $61.8M | Buy |
128,624
+6,352
| +5% | +$3.05M | 0.93% | 14 |
|
|
2023
Q1 | $57.8M | Sell |
122,272
-1,343
| -1% | -$635K | 0.92% | 14 |
|
|
2022
Q4 | $65.5M | Buy |
123,615
+2,740
| +2% | +$1.45M | 1.12% | 7 |
|
|
2022
Q3 | $61M | Buy |
120,875
+3,745
| +3% | +$1.89M | 1.14% | 7 |
|
|
2022
Q2 | $60.2M | Buy |
117,130
+3,683
| +3% | +$1.89M | 1.1% | 8 |
|
|
2022
Q1 | $57.9M | Buy |
113,447
+74
| +0.1% | +$37.7K | 0.9% | 11 |
|
|
2021
Q4 | $56.9M | Buy |
113,373
+9,027
| +9% | +$4.53M | 0.87% | 14 |
|
|
2021
Q3 | $40.8M | Buy |
104,346
+7,820
| +8% | +$3.06M | 0.7% | 20 |
|
|
2021
Q2 | $38.7M | Sell |
96,526
-4,741
| -5% | -$1.9M | 0.65% | 19 |
|
|
2021
Q1 | $37.7M | Buy |
101,267
+8,122
| +9% | +$3.02M | 0.66% | 23 |
|
|
2020
Q4 | $32.7M | Buy |
93,145
+4,137
| +5% | +$1.45M | 0.71% | 19 |
|
|
2020
Q3 | $27.8M | Buy |
89,008
+9,336
| +12% | +$2.91M | 0.7% | 23 |
|
|
2020
Q2 | $23.5M | Sell |
79,672
-202
| -0.3% | -$59.6K | 0.67% | 24 |
|
|
2020
Q1 | $19.9M | Sell |
79,874
-36,878
| -32% | -$9.2M | 0.73% | 25 |
|
|
2019
Q4 | $34.3M | Sell |
116,752
-932
| -0.8% | -$274K | 1.01% | 13 |
|
|
2019
Q3 | $25.6M | Buy |
117,684
+6,072
| +5% | +$1.32M | 0.86% | 20 |
|
|
2019
Q2 | $27.2M | Sell |
111,612
-11,746
| -10% | -$2.87M | 1% | 15 |
|
|
2019
Q1 | $30.5M | Buy |
123,358
+9,121
| +8% | +$2.26M | 1.29% | 8 |
|
|
2018
Q4 | $28.5M | Buy |
114,237
+32,928
| +40% | +$8.2M | 1.39% | 6 |
|
|
2018
Q3 | $21.6M | Buy |
81,309
+13,532
| +20% | +$3.6M | 1.03% | 14 |
|
|
2018
Q2 | $16.6M | Buy |
67,777
+7,044
| +12% | +$1.73M | 0.99% | 14 |
|
|
2018
Q1 | $13M | Buy |
60,733
+4,838
| +9% | +$1.04M | 0.89% | 16 |
|
|
2017
Q4 | $12.3M | Buy |
55,895
+16,132
| +41% | +$3.56M | 0.94% | 17 |
|
|
2017
Q3 | $7.79M | Buy |
39,763
+4,434
| +13% | +$868K | 0.79% | 24 |
|
|
2017
Q2 | $6.55M | Buy |
35,329
+4,578
| +15% | +$849K | 0.74% | 31 |
|
|
2017
Q1 | $5.04M | Buy |
30,751
+26,571
| +636% | +$4.36M | 0.76% | 34 |
|
|
2016
Q4 | $668K | Buy |
+4,180
| New | +$668K | 0.31% | 78 |
|