SAM
Satovsky Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Buy |
903
+7
| +0.8% | +$2.18K | 0.06% | 47 |
|
|
2025
Q1 | $469K | Buy |
896
+3
| +0.3% | +$1.57K | 0.11% | 27 |
|
|
2024
Q4 | $451K | Sell |
893
-10
| -1% | -$5.06K | 0.1% | 26 |
|
|
2024
Q3 | $528K | Buy |
903
+17
| +2% | +$9.94K | 0.12% | 24 |
|
|
2024
Q2 | $451K | Buy |
886
+4
| +0.5% | +$2.04K | 0.11% | 25 |
|
|
2024
Q1 | $436K | Buy |
882
+4
| +0.5% | +$1.98K | 0.13% | 24 |
|
|
2023
Q4 | $462K | Buy |
878
+3
| +0.3% | +$1.58K | 0.14% | 24 |
|
|
2023
Q3 | $441K | Buy |
875
+3
| +0.3% | +$1.51K | 0.15% | 24 |
|
|
2023
Q2 | $419K | Buy |
872
+3
| +0.3% | +$1.44K | 0.14% | 26 |
|
|
2023
Q1 | $411K | Buy |
869
+3
| +0.3% | +$1.42K | 0.15% | 25 |
|
|
2022
Q4 | $459K | Buy |
866
+3
| +0.3% | +$1.59K | 0.19% | 23 |
|
|
2022
Q3 | $436K | Buy |
863
+3
| +0.3% | +$1.52K | 0.25% | 21 |
|
|
2022
Q2 | $442K | Buy |
860
+3
| +0.4% | +$1.54K | 0.26% | 20 |
|
|
2022
Q1 | $437K | Buy |
857
+2
| +0.2% | +$1.02K | 0.29% | 19 |
|
|
2021
Q4 | $429K | Buy |
855
+3
| +0.4% | +$1.51K | 0.29% | 18 |
|
|
2021
Q3 | $333K | Buy |
852
+3
| +0.4% | +$1.17K | 0.25% | 20 |
|
|
2021
Q2 | $340K | Buy |
849
+3
| +0.4% | +$1.2K | 0.26% | 19 |
|
|
2021
Q1 | $315K | Sell |
846
-254
| -23% | -$94.6K | 0.28% | 17 |
|
|
2020
Q4 | $386K | Buy |
+1,100
| New | +$386K | 0.36% | 14 |
|