SAI
Savvy Advisors Inc’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
7,212
+2,221
| +45% | +$693K | 0.15% | 103 |
|
|
2025
Q1 | $2.61M | Buy |
4,991
+639
| +15% | +$335K | 0.26% | 68 |
|
|
2024
Q4 | $2.2M | Buy |
4,352
+1,040
| +31% | +$526K | 0.26% | 66 |
|
|
2024
Q3 | $1.94M | Buy |
3,312
+1,724
| +109% | +$1.01M | 0.39% | 53 |
|
|
2024
Q2 | $809K | Buy |
1,588
+669
| +73% | +$341K | 0.26% | 91 |
|
|
2024
Q1 | $455K | Buy |
919
+331
| +56% | +$164K | 0.26% | 103 |
|
|
2023
Q4 | $310K | Buy |
+588
| New | +$310K | 0.3% | 105 |
|