SWM
Sugarloaf Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.02M | Buy |
7,957
+1,193
| +18% | +$603K | 0.76% | 21 |
|
|
2024
Q3 | $3.95M | Buy |
6,764
+90
| +1% | +$52.6K | 0.75% | 23 |
|
|
2024
Q2 | $3.4M | Buy |
6,674
+131
| +2% | +$66.7K | 0.69% | 26 |
|
|
2024
Q1 | $3.24M | Buy |
6,543
+621
| +10% | +$307K | 0.67% | 29 |
|
|
2023
Q4 | $3.12M | Buy |
5,922
+139
| +2% | +$73.2K | 0.75% | 26 |
|
|
2023
Q3 | $2.92M | Buy |
5,783
+214
| +4% | +$108K | 0.74% | 22 |
|
|
2023
Q2 | $2.68M | Sell |
5,569
-38
| -0.7% | -$18.3K | 0.63% | 25 |
|
|
2023
Q1 | $2.65M | Buy |
5,607
+241
| +4% | +$114K | 0.65% | 19 |
|
|
2022
Q4 | $2.84M | Sell |
5,366
-475
| -8% | -$252K | 0.71% | 17 |
|
|
2022
Q3 | $2.95M | Buy |
5,841
+167
| +3% | +$84.3K | 0.75% | 16 |
|
|
2022
Q2 | $2.91M | Sell |
5,674
-285
| -5% | -$146K | 0.73% | 16 |
|
|
2022
Q1 | $3.05M | Buy |
5,959
+162
| +3% | +$83K | 0.72% | 18 |
|
|
2021
Q4 | $2.91M | Buy |
5,797
+132
| +2% | +$66.3K | 0.69% | 22 |
|
|
2021
Q3 | $2.21M | Buy |
5,665
+197
| +4% | +$77K | 0.58% | 27 |
|
|
2021
Q2 | $2.19M | Buy |
5,468
+195
| +4% | +$78.1K | 0.6% | 26 |
|
|
2021
Q1 | $1.96K | Sell |
5,273
-41
| -0.8% | -$15 | 0.59% | 25 |
|
|
2020
Q4 | $1.86M | Sell |
5,314
-75
| -1% | -$26.3K | 0.62% | 23 |
|
|
2020
Q3 | $1.69M | Sell |
5,389
-17
| -0.3% | -$5.32K | 0.61% | 26 |
|
|
2020
Q2 | $1.6M | Buy |
5,406
+1,093
| +25% | +$322K | 0.61% | 25 |
|
|
2020
Q1 | $1.08M | Buy |
4,313
+1,624
| +60% | +$405K | 0.48% | 30 |
|
|
2019
Q4 | $791K | Buy |
+2,689
| New | +$791K | 0.34% | 55 |
|