Safeguard Investment Advisory Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $962K | Buy |
3,083
+6
| +0.2% | +$1.87K | 0.24% | 45 |
|
|
2025
Q1 | $1.61M | Buy |
3,077
+584
| +23% | +$306K | 0.44% | 27 |
|
|
2024
Q4 | $1.26M | Buy |
2,493
+7
| +0.3% | +$3.54K | 0.35% | 31 |
|
|
2024
Q3 | $1.45M | Sell |
2,486
-263
| -10% | -$154K | 0.41% | 24 |
|
|
2024
Q2 | $1.4M | Buy |
2,749
+515
| +23% | +$262K | 0.44% | 27 |
|
|
2024
Q1 | $1.11M | Sell |
2,234
-51
| -2% | -$25.2K | 0.38% | 29 |
|
|
2023
Q4 | $1.2M | Buy |
2,285
+28
| +1% | +$14.7K | 0.45% | 28 |
|
|
2023
Q3 | $1.14M | Sell |
2,257
-25
| -1% | -$12.6K | 0.5% | 29 |
|
|
2023
Q2 | $1.1M | Buy |
2,282
+69
| +3% | +$33.2K | 0.47% | 33 |
|
|
2023
Q1 | $1.05M | Buy |
2,213
+20
| +0.9% | +$9.45K | 0.5% | 33 |
|
|
2022
Q4 | $1.16M | Buy |
2,193
+17
| +0.8% | +$9.01K | 0.72% | 32 |
|
|
2022
Q3 | $1.1M | Buy |
2,176
+18
| +0.8% | +$9.09K | 0.75% | 29 |
|
|
2022
Q2 | $1.1M | Hold |
2,158
| – | – | 0.68% | 32 |
|
|
2022
Q1 | $1.1M | Buy |
2,158
+60
| +3% | +$30.6K | 0.75% | 27 |
|
|
2021
Q4 | $1.05M | Sell |
2,098
-75
| -3% | -$37.6K | 0.61% | 31 |
|
|
2021
Q3 | $849K | Buy |
2,173
+7
| +0.3% | +$2.74K | 0.55% | 34 |
|
|
2021
Q2 | $867K | Buy |
2,166
+99
| +5% | +$39.6K | 0.62% | 29 |
|
|
2021
Q1 | $769K | Sell |
2,067
-105
| -5% | -$39.1K | 0.69% | 29 |
|
|
2020
Q4 | $761K | Buy |
+2,172
| New | +$761K | 0.67% | 29 |
|