SW
SVB Wealth’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.53M | Sell |
17,725
-4,770
| -21% | -$1.49M | 0.3% | 67 |
|
|
2025
Q1 | $11.8M | Sell |
22,495
-1,257
| -5% | -$658K | 0.48% | 30 |
|
|
2024
Q4 | $12M | Buy |
+23,752
| New | +$12M | 0.22% | 69 |
|
|
2024
Q3 | – | Sell |
-25,046
| Closed | -$12.8M | – | 575 |
|
|
2024
Q2 | $12.8M | Sell |
25,046
-2,964
| -11% | -$1.51M | 0.32% | 70 |
|
|
2024
Q1 | $13.9M | Sell |
28,010
-3,337
| -11% | -$1.65M | 0.31% | 77 |
|
|
2023
Q4 | $16.5M | Sell |
31,347
-4,435
| -12% | -$2.33M | 0.4% | 63 |
|
|
2023
Q3 | $18M | Sell |
35,782
-2,155
| -6% | -$1.09M | 0.4% | 54 |
|
|
2023
Q2 | $18.2M | Sell |
37,937
-4,397
| -10% | -$2.11M | 0.33% | 66 |
|
|
2023
Q1 | $20M | Sell |
42,334
-10,558
| -20% | -$4.99M | 0.28% | 70 |
|
|
2022
Q4 | $28M | Sell |
52,892
-13,329
| -20% | -$7.07M | 0.38% | 54 |
|
|
2022
Q3 | $33.4M | Buy |
66,221
+17,604
| +36% | +$8.89M | 0.49% | 34 |
|
|
2022
Q2 | $25M | Buy |
48,617
+1,162
| +2% | +$597K | 0.38% | 51 |
|
|
2022
Q1 | $24.2M | Sell |
47,455
-7,791
| -14% | -$3.97M | 0.32% | 58 |
|
|
2021
Q4 | $27.7M | Sell |
55,246
-3,337
| -6% | -$1.68M | 0.45% | 52 |
|
|
2021
Q3 | $22.9M | Buy |
58,583
+1,463
| +3% | +$572K | 0.29% | 66 |
|
|
2021
Q2 | $22.9M | Buy |
57,120
+1,802
| +3% | +$722K | 0.29% | 68 |
|
|
2021
Q1 | $20.6M | Buy |
55,318
+8,597
| +18% | +$3.2M | 0.29% | 63 |
|
|
2020
Q4 | $16.4M | Buy |
46,721
+1,640
| +4% | +$575K | 0.24% | 78 |
|
|
2020
Q3 | $14.1M | Buy |
45,081
+2,000
| +5% | +$624K | 0.23% | 79 |
|
|
2020
Q2 | $12.7M | Buy |
43,081
+530
| +1% | +$156K | 0.24% | 78 |
|
|
2020
Q1 | $10.6M | Sell |
42,551
-2,540
| -6% | -$633K | 0.26% | 65 |
|
|
2019
Q4 | $13.3M | Buy |
45,091
+994
| +2% | +$292K | 0.24% | 75 |
|
|
2019
Q3 | $9.58M | Sell |
44,097
-1,330
| -3% | -$289K | 0.19% | 90 |
|
|
2019
Q2 | $11.1M | Sell |
45,427
-7,525
| -14% | -$1.84M | 0.37% | 71 |
|
|
2019
Q1 | $13.1M | Buy |
52,952
+4,570
| +9% | +$1.13M | 0.52% | 61 |
|
|
2018
Q4 | $12.1M | Buy |
48,382
+1,972
| +4% | +$491K | 0.51% | 63 |
|
|
2018
Q3 | $12.3M | Sell |
46,410
-423
| -0.9% | -$113K | 0.44% | 76 |
|
|
2018
Q2 | $11.5M | Sell |
46,833
-6,027
| -11% | -$1.48M | 0.44% | 73 |
|
|
2018
Q1 | $11.3M | Sell |
52,860
-1,420
| -3% | -$304K | 0.43% | 74 |
|
|
2017
Q4 | $12M | Sell |
54,280
-1,432
| -3% | -$316K | 0.45% | 77 |
|
|
2017
Q3 | $10.9M | Buy |
55,712
+1,251
| +2% | +$245K | 0.42% | 79 |
|
|
2017
Q2 | $10.1M | Sell |
54,461
-2,764
| -5% | -$512K | 0.4% | 81 |
|
|
2017
Q1 | $9.39M | Sell |
57,225
-1,859
| -3% | -$305K | 0.37% | 84 |
|
|
2016
Q4 | $9.46M | Sell |
59,084
-39,109
| -40% | -$6.26M | 0.39% | 79 |
|
|
2016
Q3 | $13.7M | Buy |
98,193
+4,091
| +4% | +$573K | 0.56% | 62 |
|
|
2016
Q2 | $13.3M | Sell |
94,102
-7,352
| -7% | -$1.04M | 0.54% | 61 |
|
|
2016
Q1 | $13.1M | Buy |
101,454
+5,945
| +6% | +$766K | 0.53% | 64 |
|
|
2015
Q4 | $11.2M | Buy |
95,509
+25,938
| +37% | +$3.05M | 0.44% | 71 |
|
|
2015
Q3 | $8.07M | Buy |
69,571
+9,348
| +16% | +$1.08M | 0.31% | 88 |
|
|
2015
Q2 | $7.35M | Buy |
60,223
+1,730
| +3% | +$211K | 0.24% | 108 |
|
|
2015
Q1 | $6.92M | Buy |
58,493
+29,754
| +104% | +$3.52M | 0.22% | 116 |
|
|
2014
Q4 | $2.91M | Buy |
+28,739
| New | +$2.91M | 0.09% | 190 |
|