SFC
Swisher Financial Concepts’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Hold |
931
| – | – | 0.19% | 73 |
|
|
2025
Q1 | $488K | Buy |
931
+163
| +21% | +$85.4K | 0.4% | 44 |
|
|
2024
Q4 | $389K | Sell |
768
-575
| -43% | -$291K | 0.46% | 37 |
|
|
2024
Q3 | $731K | Buy |
1,343
+682
| +103% | +$371K | 0.46% | 34 |
|
|
2024
Q2 | $329K | Sell |
661
-22
| -3% | -$11K | 0.33% | 55 |
|
|
2024
Q1 | $306K | Sell |
683
-22
| -3% | -$9.86K | 0.27% | 60 |
|
|
2023
Q4 | $365K | Buy |
+705
| New | +$365K | 0.35% | 49 |
|