SDAM
Shulman DeMeo Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
915
+96
| +12% | +$29.9K | 0.07% | 93 |
|
|
2025
Q1 | $429K | Buy |
819
+4
| +0.5% | +$2.09K | 0.12% | 68 |
|
|
2024
Q4 | $412K | Buy |
815
+8
| +1% | +$4.05K | 0.11% | 74 |
|
|
2024
Q3 | $472K | Buy |
807
+3
| +0.4% | +$1.75K | 0.12% | 76 |
|
|
2024
Q2 | $409K | Buy |
804
+7
| +0.9% | +$3.57K | 0.11% | 78 |
|
|
2024
Q1 | $394K | Buy |
797
+3
| +0.4% | +$1.48K | 0.1% | 85 |
|
|
2023
Q4 | $418K | Buy |
794
+45
| +6% | +$23.7K | 0.12% | 78 |
|
|
2023
Q3 | $378K | Buy |
749
+3
| +0.4% | +$1.51K | 0.13% | 77 |
|
|
2023
Q2 | $359K | Sell |
746
-103
| -12% | -$49.5K | 0.11% | 86 |
|
|
2023
Q1 | $401K | Buy |
849
+21
| +3% | +$9.92K | 0.13% | 79 |
|
|
2022
Q4 | $439K | Buy |
828
+12
| +1% | +$6.36K | 0.15% | 73 |
|
|
2022
Q3 | $412K | Buy |
816
+1
| +0.1% | +$505 | 0.15% | 67 |
|
|
2022
Q2 | $419K | Buy |
+815
| New | +$419K | 0.14% | 75 |
|