SMA
Sage Mountain Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
6,265
-58
| -0.9% | -$18.1K | 0.13% | 81 |
|
|
2025
Q1 | $3.31M | Sell |
6,323
-223
| -3% | -$117K | 0.24% | 53 |
|
|
2024
Q4 | $3.31M | Buy |
6,546
+1,323
| +25% | +$669K | 0.24% | 55 |
|
|
2024
Q3 | $3.05M | Buy |
5,223
+503
| +11% | +$294K | 0.26% | 50 |
|
|
2024
Q2 | $2.4M | Buy |
4,720
+939
| +25% | +$478K | 0.22% | 54 |
|
|
2024
Q1 | $1.87M | Sell |
3,781
-141
| -4% | -$69.8K | 0.19% | 58 |
|
|
2023
Q4 | $2.06M | Buy |
3,922
+394
| +11% | +$207K | 0.24% | 54 |
|
|
2023
Q3 | $1.78M | Buy |
3,528
+479
| +16% | +$242K | 0.24% | 52 |
|
|
2023
Q2 | $1.47M | Buy |
3,049
+205
| +7% | +$98.5K | 0.21% | 57 |
|
|
2023
Q1 | $1.34M | Buy |
2,844
+1,146
| +67% | +$542K | 0.22% | 56 |
|
|
2022
Q4 | $900K | Buy |
1,698
+209
| +14% | +$111K | 0.2% | 43 |
|
|
2022
Q3 | $752K | Sell |
1,489
-249
| -14% | -$126K | 0.2% | 43 |
|
|
2022
Q2 | $893K | Buy |
1,738
+95
| +6% | +$48.8K | 0.16% | 104 |
|
|
2022
Q1 | $838K | Sell |
1,643
-771
| -32% | -$393K | 0.13% | 145 |
|
|
2021
Q4 | $1.21M | Buy |
2,414
+220
| +10% | +$110K | 0.15% | 111 |
|
|
2021
Q3 | $857K | Buy |
2,194
+31
| +1% | +$12.1K | 0.12% | 154 |
|
|
2021
Q2 | $866K | Buy |
2,163
+477
| +28% | +$191K | 0.14% | 142 |
|
|
2021
Q1 | $627K | Buy |
1,686
+365
| +28% | +$136K | 0.13% | 132 |
|
|
2020
Q4 | $463K | Buy |
+1,321
| New | +$463K | 0.15% | 98 |
|