SAMT
Select Asset Management & Trust’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-504
| Closed | -$264K | – | 81 |
|
|
2025
Q1 | $264K | Hold |
504
| – | – | 0.11% | 62 |
|
|
2024
Q4 | $255K | Hold |
504
| – | – | 0.1% | 61 |
|
|
2024
Q3 | $295K | Hold |
504
| – | – | 0.11% | 51 |
|
|
2024
Q2 | $257K | Hold |
504
| – | – | 0.1% | 53 |
|
|
2024
Q1 | $249K | Sell |
504
-6
| -1% | -$2.96K | 0.1% | 56 |
|
|
2023
Q4 | $269K | Hold |
510
| – | – | 0.13% | 54 |
|
|
2023
Q3 | $257K | Buy |
510
+48
| +10% | +$24.2K | 0.15% | 50 |
|
|
2023
Q2 | $222K | Sell |
462
-7
| -1% | -$3.36K | 0.14% | 61 |
|
|
2023
Q1 | $222K | Buy |
469
+19
| +4% | +$8.99K | 0.2% | 56 |
|
|
2022
Q4 | $239K | Hold |
450
| – | – | 0.29% | 50 |
|
|
2022
Q3 | $227K | Hold |
450
| – | – | 0.27% | 53 |
|
|
2022
Q2 | $231K | Hold |
450
| – | – | 0.25% | 52 |
|
|
2022
Q1 | $229K | Hold |
450
| – | – | 0.2% | 60 |
|
|
2021
Q4 | $226K | Buy |
+450
| New | +$226K | 0.15% | 61 |
|