Sage Mountain Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
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|
2025
Q1 | $3.31M | Sell |
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|
2024
Q4 | $3.31M | Buy |
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|
2024
Q3 | $3.05M | Buy |
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|
2024
Q2 | $2.4M | Buy |
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|
2024
Q1 | $1.87M | Sell |
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|
2023
Q4 | $2.06M | Buy |
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|
2023
Q3 | $1.78M | Buy |
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|
2023
Q2 | $1.47M | Buy |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $900K | Buy |
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|
2022
Q3 | $752K | Sell |
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|
2022
Q2 | $893K | Buy |
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|
2022
Q1 | $838K | Sell |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $857K | Buy |
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|
2021
Q2 | $866K | Buy |
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|
2021
Q1 | $627K | Buy |
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|
2020
Q4 | $463K | Buy |
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