Sage Investment Advisers’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $331K | Buy |
566
+159
| +39% | +$93K | 0.35% | 51 |
|
|
2024
Q2 | $207K | Hold |
407
| – | – | 0.23% | 64 |
|
|
2024
Q1 | $201K | Hold |
407
| – | – | 0.23% | 65 |
|
|
2023
Q4 | $214K | Hold |
407
| – | – | 0.26% | 61 |
|
|
2023
Q3 | $205K | Buy |
+407
| New | +$205K | 0.28% | 56 |
|
|
2023
Q2 | – | Sell |
-457
| Closed | -$216K | – | 66 |
|
|
2023
Q1 | $216K | Sell |
457
-50
| -10% | -$23.6K | 0.29% | 55 |
|
|
2022
Q4 | $269K | Sell |
507
-100
| -16% | -$53K | 0.38% | 50 |
|
|
2022
Q3 | $307K | Hold |
607
| – | – | 0.48% | 47 |
|
|
2022
Q2 | $312K | Buy |
607
+7
| +1% | +$3.6K | 0.49% | 49 |
|
|
2022
Q1 | $306K | Hold |
600
| – | – | 0.41% | 52 |
|
|
2021
Q4 | $301K | Buy |
+600
| New | +$301K | 0.39% | 54 |
|