SFG
UNH icon

SageGuard Financial Group’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-7,233
Closed -$2.9M 117
2021
Q2
$2.9M Buy
7,233
+900
+14% +$360K 1.31% 19
2021
Q1
$2.35M Buy
6,333
+369
+6% +$137K 1.09% 25
2020
Q4
$2.09M Buy
+5,964
New +$2.09M 1.01% 23