SL
Sentry LLC’s UnitedHealth UNH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-475
| Closed | -$249K | – | 135 |
|
2025
Q1 | $249K | Sell |
475
-50
| -10% | -$26.2K | 0.05% | 107 |
|
2024
Q4 | $266K | Hold |
525
| – | – | 0.05% | 102 |
|
2024
Q3 | $307K | Hold |
525
| – | – | 0.06% | 97 |
|
2024
Q2 | $267K | Hold |
525
| – | – | 0.05% | 104 |
|
2024
Q1 | $260K | Sell |
525
-1
| -0.2% | -$495 | 0.05% | 102 |
|
2023
Q4 | $277K | Buy |
526
+1
| +0.2% | +$526 | 0.06% | 94 |
|
2023
Q3 | $265K | Sell |
525
-260
| -33% | -$131K | 0.06% | 99 |
|
2023
Q2 | $377K | Hold |
785
| – | – | 0.08% | 82 |
|
2023
Q1 | $371K | Buy |
+785
| New | +$371K | 0.09% | 84 |
|