SWA
Sutton Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $624K | Buy |
1,237
+35
| +3% | +$17.6K | 0.31% | 57 |
|
|
2023
Q2 | $578K | Buy |
1,202
+7
| +0.6% | +$3.37K | 0.28% | 61 |
|
|
2023
Q1 | $565K | Sell |
1,195
-1,244
| -51% | -$588K | 0.3% | 59 |
|
|
2022
Q4 | $1.29M | Sell |
2,439
-21
| -0.9% | -$11.1K | 0.49% | 38 |
|
|
2022
Q3 | $1.24M | Sell |
2,460
-164
| -6% | -$82.8K | 0.51% | 37 |
|
|
2022
Q2 | $1.35M | Buy |
2,624
+69
| +3% | +$35.4K | 0.54% | 37 |
|
|
2022
Q1 | $1.3M | Buy |
2,555
+71
| +3% | +$36.2K | 0.45% | 43 |
|
|
2021
Q4 | $1.25M | Buy |
2,484
+3
| +0.1% | +$1.51K | 0.42% | 45 |
|
|
2021
Q3 | $969K | Buy |
2,481
+6
| +0.2% | +$2.34K | 0.36% | 48 |
|
|
2021
Q2 | $991K | Buy |
2,475
+30
| +1% | +$12K | 0.36% | 47 |
|
|
2021
Q1 | $910K | Buy |
2,445
+25
| +1% | +$9.3K | 0.36% | 51 |
|
|
2020
Q4 | $849K | Buy |
2,420
+51
| +2% | +$17.9K | 0.36% | 47 |
|
|
2020
Q3 | $739K | Sell |
2,369
-19
| -0.8% | -$5.92K | 0.36% | 49 |
|
|
2020
Q2 | $704K | Buy |
2,388
+134
| +6% | +$39.5K | 0.37% | 47 |
|
|
2020
Q1 | $562K | Buy |
2,254
+140
| +7% | +$34.9K | 0.35% | 52 |
|
|
2019
Q4 | $621K | Sell |
2,114
-9
| -0.4% | -$2.65K | 0.32% | 57 |
|
|
2019
Q3 | $461K | Hold |
2,123
| – | – | 0.26% | 68 |
|
|
2019
Q2 | $518K | Buy |
2,123
+2
| +0.1% | +$488 | 0.3% | 56 |
|
|
2019
Q1 | $524K | Buy |
2,121
+12
| +0.6% | +$2.97K | 0.31% | 54 |
|
|
2018
Q4 | $525K | Buy |
2,109
+90
| +4% | +$22.4K | 0.34% | 51 |
|
|
2018
Q3 | $537K | Hold |
2,019
| – | – | 0.35% | 48 |
|
|
2018
Q2 | $495K | Hold |
2,019
| – | – | 0.34% | 49 |
|
|
2018
Q1 | $432K | Hold |
2,019
| – | – | 0.31% | 57 |
|
|
2017
Q4 | $445K | Sell |
2,019
-128
| -6% | -$28.2K | 0.33% | 56 |
|
|
2017
Q3 | $420K | Hold |
2,147
| – | – | 0.32% | 57 |
|
|
2017
Q2 | $398K | Sell |
2,147
-104
| -5% | -$19.3K | 0.32% | 57 |
|
|
2017
Q1 | $369K | Buy |
2,251
+139
| +7% | +$22.8K | 0.31% | 58 |
|
|
2016
Q4 | $338K | Sell |
2,112
-12
| -0.6% | -$1.92K | 0.3% | 58 |
|
|
2016
Q3 | $297K | Hold |
2,124
| – | – | 0.27% | 65 |
|
|
2016
Q2 | $300K | Hold |
2,124
| – | – | 0.28% | 68 |
|
|
2016
Q1 | $274K | Buy |
+2,124
| New | +$274K | 0.26% | 69 |
|