SFPG
Stonebridge Financial Planning Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
745
-224
| -23% | -$69.9K | 0.1% | 156 |
|
|
2025
Q1 | $508K | Sell |
969
-221
| -19% | -$116K | 0.23% | 106 |
|
|
2024
Q4 | $602K | Sell |
1,190
-94
| -7% | -$47.5K | 0.27% | 96 |
|
|
2024
Q3 | $751K | Sell |
1,284
-2
| -0.2% | -$1.17K | 0.36% | 78 |
|
|
2024
Q2 | $655K | Sell |
1,286
-80
| -6% | -$40.7K | 0.33% | 84 |
|
|
2024
Q1 | $676K | Hold |
1,366
| – | – | 0.36% | 79 |
|
|
2023
Q4 | $719K | Sell |
1,366
-2
| -0.1% | -$1.05K | 0.41% | 68 |
|
|
2023
Q3 | $690K | Sell |
1,368
-38
| -3% | -$19.2K | 0.44% | 60 |
|
|
2023
Q2 | $676K | Sell |
1,406
-14
| -1% | -$6.73K | 0.41% | 65 |
|
|
2023
Q1 | $671K | Buy |
1,420
+299
| +27% | +$141K | 0.43% | 65 |
|
|
2022
Q4 | $594K | Buy |
1,121
+100
| +10% | +$53K | 0.4% | 71 |
|
|
2022
Q3 | $516K | Buy |
1,021
+115
| +13% | +$58.1K | 0.36% | 74 |
|
|
2022
Q2 | $465K | Sell |
906
-80
| -8% | -$41.1K | 0.32% | 72 |
|
|
2022
Q1 | $503K | Sell |
986
-1
| -0.1% | -$510 | 0.28% | 75 |
|
|
2021
Q4 | $460K | Buy |
987
+220
| +29% | +$103K | 0.24% | 77 |
|
|
2021
Q3 | $351K | Sell |
767
-25
| -3% | -$11.4K | 0.17% | 96 |
|
|
2021
Q2 | $329K | Buy |
792
+35
| +5% | +$14.5K | 0.17% | 92 |
|
|
2021
Q1 | $285K | Hold |
757
| – | – | 0.17% | 91 |
|
|
2020
Q4 | $265K | Hold |
757
| – | – | 0.17% | 88 |
|
|
2020
Q3 | $250K | Sell |
757
-40
| -5% | -$13.2K | 0.18% | 80 |
|
|
2020
Q2 | $238K | Buy |
797
+75
| +10% | +$22.4K | 0.2% | 76 |
|
|
2020
Q1 | $193K | Hold |
722
| – | – | 0.19% | 79 |
|
|
2019
Q4 | $212K | Buy |
+722
| New | +$212K | 0.19% | 83 |
|