SWS
SYSTM Wealth Solutions’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $173K | Sell |
296
-16,517
| -98% | -$9.66M | 5.25% | 1 |
|
|
2024
Q2 | $8.56M | Sell |
16,813
-904
| -5% | -$460K | 1.91% | 3 |
|
|
2024
Q1 | $8.76M | Sell |
17,717
-849
| -5% | -$420K | 1.11% | 12 |
|
|
2023
Q4 | $9.77M | Sell |
18,566
-1,229
| -6% | -$647K | 1.35% | 7 |
|
|
2023
Q3 | $9.98M | Sell |
19,795
-2,980
| -13% | -$1.5M | 1.53% | 7 |
|
|
2023
Q2 | $10.9M | Buy |
22,775
+3,638
| +19% | +$1.75M | 1.48% | 8 |
|
|
2023
Q1 | $9.04M | Sell |
19,137
-3,804
| -17% | -$1.8M | 1.39% | 7 |
|
|
2022
Q4 | $12.2M | Buy |
+22,941
| New | +$12.2M | 1.51% | 3 |
|