SIA
SeaBridge Investment Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-389
| Closed | -$204K | – | 209 |
|
|
2025
Q1 | $204K | Buy |
+389
| New | +$204K | 0.04% | 195 |
|
|
2024
Q4 | – | Sell |
-3,435
| Closed | -$2.01M | – | 210 |
|
|
2024
Q3 | $2.01M | Buy |
+3,435
| New | +$2.01M | 0.49% | 64 |
|
|
2020
Q4 | – | Sell |
-50
| Closed | -$16K | – | 229 |
|
|
2020
Q3 | $16K | Buy |
+50
| New | +$16K | 0.01% | 213 |
|
|
2014
Q3 | – | Sell |
-150
| Closed | -$12K | – | 239 |
|
|
2014
Q2 | $12K | Buy |
+150
| New | +$12K | ﹤0.01% | 207 |
|