Sage Private Wealth Group’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 | $515K | Buy |
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|
2025
Q1 | $416K | Buy |
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|
2024
Q4 | $379K | Buy |
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|
2024
Q3 | $274K | Sell |
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|
2024
Q2 | $252K | Buy |
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|
2024
Q1 | $233K | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $52K | Hold |
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|
2022
Q2 | $53K | Hold |
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|
2022
Q1 | $53K | Hold |
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|
2021
Q4 | $51K | Hold |
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|
2021
Q3 | $40K | Hold |
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|
2021
Q2 | $41K | Hold |
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|
2021
Q1 | $38K | Hold |
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|
2020
Q4 | $36K | Buy |
|