Satovsky Asset Management’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 | $282K | Buy |
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|
2025
Q1 | $469K | Buy |
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|
2024
Q4 | $451K | Sell |
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|
2024
Q3 | $528K | Buy |
|
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|
2024
Q2 | $451K | Buy |
|
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|
2024
Q1 | $436K | Buy |
|
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|
2023
Q4 | $462K | Buy |
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|
2023
Q3 | $441K | Buy |
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|
2023
Q2 | $419K | Buy |
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|
2023
Q1 | $411K | Buy |
|
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|
2022
Q4 | $459K | Buy |
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|
2022
Q3 | $436K | Buy |
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|
2022
Q2 | $442K | Buy |
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|
2022
Q1 | $437K | Buy |
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|
2021
Q4 | $429K | Buy |
|
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|
2021
Q3 | $333K | Buy |
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|
2021
Q2 | $340K | Buy |
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|
2021
Q1 | $315K | Sell |
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|
2020
Q4 | $386K | Buy |
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