SCA
Stonebridge Capital Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.34M | Sell |
29,948
-3,504
| -10% | -$1.09M | 0.71% | 48 |
|
|
2025
Q1 | $17.5M | Buy |
33,452
+818
| +3% | +$428K | 1.43% | 22 |
|
|
2024
Q4 | $16.5M | Buy |
32,634
+1,369
| +4% | +$693K | 1.33% | 23 |
|
|
2024
Q3 | $18.3M | Sell |
31,265
-365
| -1% | -$213K | 1.49% | 20 |
|
|
2024
Q2 | $16.1M | Buy |
31,630
+5,571
| +21% | +$2.84M | 1.42% | 23 |
|
|
2024
Q1 | $12.9M | Buy |
26,059
+2,112
| +9% | +$1.04M | 1.16% | 28 |
|
|
2023
Q4 | $12.6M | Buy |
23,947
+187
| +0.8% | +$98.5K | 1.27% | 24 |
|
|
2023
Q3 | $12M | Buy |
23,760
+1,055
| +5% | +$532K | 1.32% | 24 |
|
|
2023
Q2 | $10.9M | Buy |
22,705
+759
| +3% | +$365K | 1.16% | 28 |
|
|
2023
Q1 | $10.4M | Buy |
21,946
+159
| +0.7% | +$75.1K | 1.18% | 30 |
|
|
2022
Q4 | $11.6M | Buy |
21,787
+365
| +2% | +$194K | 1.37% | 22 |
|
|
2022
Q3 | $10.8M | Buy |
21,422
+104
| +0.5% | +$52.5K | 1.39% | 23 |
|
|
2022
Q2 | $11M | Buy |
21,318
+283
| +1% | +$145K | 1.33% | 22 |
|
|
2022
Q1 | $10.7M | Buy |
21,035
+571
| +3% | +$291K | 1.16% | 30 |
|
|
2021
Q4 | $10.3M | Buy |
20,464
+492
| +2% | +$247K | 1.13% | 33 |
|
|
2021
Q3 | $7.8M | Sell |
19,972
-17,530
| -47% | -$6.85M | 0.95% | 40 |
|
|
2021
Q2 | $14.5M | Buy |
37,502
+18,915
| +102% | +$7.31M | 0.92% | 43 |
|
|
2021
Q1 | $6.92M | Buy |
18,587
+395
| +2% | +$147K | 0.92% | 43 |
|
|
2020
Q4 | $6.38M | Buy |
18,192
+215
| +1% | +$75.4K | 0.97% | 40 |
|
|
2020
Q3 | $5.61M | Sell |
17,977
-291
| -2% | -$90.7K | 1.01% | 41 |
|
|
2020
Q2 | $5.39M | Sell |
18,268
-904
| -5% | -$267K | 1% | 37 |
|
|
2020
Q1 | $4.78M | Sell |
19,172
-355
| -2% | -$88.5K | 1.01% | 37 |
|
|
2019
Q4 | $5.74M | Buy |
19,527
+74
| +0.4% | +$21.8K | 0.94% | 44 |
|
|
2019
Q3 | $4.23M | Buy |
19,453
+14,703
| +310% | +$3.2M | 0.73% | 52 |
|
|
2019
Q2 | $1.16M | Sell |
4,750
-2,447
| -34% | -$597K | 0.21% | 99 |
|
|
2019
Q1 | $1.78M | Sell |
7,197
-142
| -2% | -$35.1K | 0.33% | 83 |
|
|
2018
Q4 | $1.83M | Sell |
7,339
-14
| -0.2% | -$3.49K | 0.43% | 69 |
|
|
2018
Q3 | $1.96M | Sell |
7,353
-1,472
| -17% | -$392K | 0.39% | 76 |
|
|
2018
Q2 | $2.17M | Sell |
8,825
-740
| -8% | -$182K | 0.47% | 66 |
|
|
2018
Q1 | $2.05M | Buy |
9,565
+1,051
| +12% | +$225K | 0.47% | 67 |
|
|
2017
Q4 | $1.88M | Buy |
8,514
+2,805
| +49% | +$618K | 0.43% | 71 |
|
|
2017
Q3 | $1.12M | Sell |
5,709
-81
| -1% | -$15.9K | 0.27% | 89 |
|
|
2017
Q2 | $1.07M | Sell |
5,790
-50
| -0.9% | -$9.27K | 0.28% | 89 |
|
|
2017
Q1 | $958K | Buy |
5,840
+3,430
| +142% | +$563K | 0.26% | 95 |
|
|
2016
Q4 | $386K | Sell |
2,410
-196
| -8% | -$31.4K | 0.11% | 116 |
|
|
2016
Q3 | $365K | Sell |
2,606
-781
| -23% | -$109K | 0.11% | 120 |
|
|
2016
Q2 | $478K | Buy |
3,387
+756
| +29% | +$107K | 0.16% | 110 |
|
|
2016
Q1 | $339K | Buy |
2,631
+806
| +44% | +$104K | 0.12% | 117 |
|
|
2015
Q4 | $215K | Buy |
1,825
+50
| +3% | +$5.89K | 0.08% | 136 |
|
|
2015
Q3 | $206K | Buy |
+1,775
| New | +$206K | 0.08% | 135 |
|