SageView Advisory 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
Q3 | $4.16M | Buy |
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|
2025
Q2 | $2.22M | Sell |
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|
2025
Q1 | $5.23M | Sell |
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|
2024
Q4 | $5.3M | Buy |
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|
2024
Q3 | $5.4M | Sell |
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|
2024
Q2 | $5.14M | Buy |
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|
2024
Q1 | $1.46M | Sell |
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|
2023
Q4 | $5.53M | Buy |
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|
2023
Q3 | $4.37M | Buy |
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|
2023
Q2 | $3.99M | Buy |
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|
2023
Q1 | $3.57M | Buy |
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|
2022
Q4 | $1.63M | Buy |
|