SWS Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
4,035
+175
| +5% | +$54.6K | 0.34% | 88 |
|
|
2025
Q1 | $2.02M | Sell |
3,860
-6
| -0.2% | -$3.14K | 0.66% | 57 |
|
|
2024
Q4 | $1.96M | Sell |
3,866
-33
| -0.8% | -$16.7K | 0.59% | 65 |
|
|
2024
Q3 | $2.28M | Sell |
3,899
-333
| -8% | -$195K | 0.73% | 56 |
|
|
2024
Q2 | $2.15M | Sell |
4,232
-892
| -17% | -$452K | 0.64% | 61 |
|
|
2024
Q1 | $2.54M | Buy |
5,124
+728
| +17% | +$360K | 0.76% | 54 |
|
|
2023
Q4 | $2.31M | Sell |
4,396
-372
| -8% | -$196K | 0.75% | 53 |
|
|
2023
Q3 | $2.4M | Sell |
4,768
-1,752
| -27% | -$883K | 0.89% | 42 |
|
|
2023
Q2 | $3.13M | Sell |
6,520
-234
| -3% | -$112K | 1.13% | 21 |
|
|
2023
Q1 | $3.19M | Buy |
+6,754
| New | +$3.19M | 1.19% | 18 |
|
|
2022
Q4 | – | Sell |
-5,699
| Closed | -$2.88M | – | 102 |
|
|
2022
Q3 | $2.88M | Sell |
5,699
-605
| -10% | -$306K | 1.33% | 15 |
|
|
2022
Q2 | $3.24M | Sell |
6,304
-721
| -10% | -$370K | 2.73% | 3 |
|
|
2022
Q1 | $3.59M | Sell |
7,025
-2,884
| -29% | -$1.47M | 2.35% | 5 |
|
|
2021
Q4 | $4.98M | Sell |
9,909
-102
| -1% | -$51.2K | 2.83% | 4 |
|
|
2021
Q3 | $3.91M | Buy |
10,011
+5,026
| +101% | +$1.96M | 2.42% | 6 |
|
|
2021
Q2 | $2M | Buy |
4,985
+114
| +2% | +$45.6K | 1.3% | 31 |
|
|
2021
Q1 | $1.81M | Buy |
4,871
+472
| +11% | +$176K | 1.25% | 32 |
|
|
2020
Q4 | $1.54M | Buy |
4,399
+463
| +12% | +$162K | 0.69% | 56 |
|
|
2020
Q3 | $1.23M | Buy |
3,936
+254
| +7% | +$79.2K | 0.61% | 55 |
|
|
2020
Q2 | $1.12M | Buy |
3,682
+328
| +10% | +$99.3K | 1.42% | 28 |
|
|
2020
Q1 | $836K | Buy |
+3,354
| New | +$836K | 0.6% | 56 |
|
|
2019
Q3 | $718K | Sell |
2,773
-275
| -9% | -$71.2K | 0.43% | 64 |
|
|
2019
Q2 | $794K | Buy |
+3,048
| New | +$794K | 0.5% | 61 |
|
|
2018
Q4 | $609K | Buy |
2,446
+45
| +2% | +$11.2K | 0.46% | 59 |
|
|
2018
Q3 | $639K | Buy |
2,401
+256
| +12% | +$68.1K | 0.41% | 59 |
|
|
2018
Q2 | $526K | Buy |
2,145
+1,947
| +983% | +$477K | 0.37% | 60 |
|
|
2018
Q1 | $43K | Buy |
198
+1
| +0.5% | +$217 | 0.03% | 163 |
|
|
2017
Q4 | $43K | Buy |
+197
| New | +$43K | 0.03% | 157 |
|