SAG
SageView Advisory Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Sell |
7,882
-2,096
| -21% | -$591K | 0.08% | 124 |
|
|
2025
Q1 | $5.23M | Sell |
9,978
-509
| -5% | -$267K | 0.22% | 51 |
|
|
2024
Q4 | $5.3M | Buy |
10,487
+1,243
| +13% | +$629K | 0.23% | 53 |
|
|
2024
Q3 | $5.4M | Sell |
9,244
-858
| -8% | -$502K | 0.27% | 45 |
|
|
2024
Q2 | $5.14M | Buy |
10,102
+282
| +3% | +$144K | 0.24% | 51 |
|
|
2024
Q1 | $1.46M | Sell |
9,820
-1,153
| -11% | -$171K | 0.07% | 147 |
|
|
2023
Q4 | $5.53M | Buy |
10,973
+2,299
| +27% | +$1.16M | 0.24% | 59 |
|
|
2023
Q3 | $4.37M | Buy |
8,674
+370
| +4% | +$187K | 0.25% | 56 |
|
|
2023
Q2 | $3.99M | Buy |
8,304
+750
| +10% | +$360K | 0.22% | 62 |
|
|
2023
Q1 | $3.57M | Buy |
7,554
+4,474
| +145% | +$2.11M | 0.23% | 70 |
|
|
2022
Q4 | $1.63M | Buy |
+3,080
| New | +$1.63M | 0.13% | 109 |
|