J. Safra Sarasin Holding’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Sell |
13,558
-7,290
| -35% | -$2.27M | 0.07% | 147 |
|
|
2025
Q1 | $10.9M | Buy |
20,848
+2,442
| +13% | +$1.28M | 0.2% | 103 |
|
|
2024
Q4 | $9.31M | Buy |
18,406
+3,163
| +21% | +$1.6M | 0.16% | 115 |
|
|
2024
Q3 | $8.91M | Sell |
15,243
-9,733
| -39% | -$5.69M | 0.15% | 115 |
|
|
2024
Q2 | $12.6M | Buy |
+24,976
| New | +$12.6M | 0.23% | 94 |
|