SPWG
Sage Private Wealth Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Buy |
1,651
+857
| +108% | +$267K | 0.33% | 36 |
|
|
2025
Q1 | $416K | Buy |
794
+44
| +6% | +$23.1K | 0.32% | 48 |
|
|
2024
Q4 | $379K | Buy |
750
+281
| +60% | +$142K | 0.28% | 50 |
|
|
2024
Q3 | $274K | Sell |
469
-25
| -5% | -$14.6K | 0.22% | 77 |
|
|
2024
Q2 | $252K | Buy |
494
+23
| +5% | +$11.7K | 0.21% | 73 |
|
|
2024
Q1 | $233K | Buy |
+471
| New | +$233K | 0.19% | 74 |
|
|
2022
Q4 | – | Sell |
-103
| Closed | -$52K | – | 172 |
|
|
2022
Q3 | $52K | Hold |
103
| – | – | 0.07% | 83 |
|
|
2022
Q2 | $53K | Hold |
103
| – | – | 0.08% | 80 |
|
|
2022
Q1 | $53K | Hold |
103
| – | – | 0.05% | 85 |
|
|
2021
Q4 | $51K | Hold |
103
| – | – | 0.06% | 86 |
|
|
2021
Q3 | $40K | Hold |
103
| – | – | 0.06% | 92 |
|
|
2021
Q2 | $41K | Hold |
103
| – | – | 0.06% | 91 |
|
|
2021
Q1 | $38K | Hold |
103
| – | – | 0.07% | 96 |
|
|
2020
Q4 | $36K | Buy |
+103
| New | +$36K | 0.1% | 89 |
|