Sierra Summit Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $786K | Sell |
2,520
-469
| -16% | -$146K | 0.14% | 104 |
|
|
2025
Q1 | $1.57M | Sell |
2,989
-333
| -10% | -$174K | 0.34% | 53 |
|
|
2024
Q4 | $1.68M | Sell |
3,322
-461
| -12% | -$233K | 0.34% | 48 |
|
|
2024
Q3 | $2.21M | Buy |
3,783
+469
| +14% | +$274K | 0.51% | 40 |
|
|
2024
Q2 | $1.69M | Sell |
3,314
-10,693
| -76% | -$5.45M | 0.42% | 42 |
|
|
2024
Q1 | $6.93M | Buy |
14,007
+763
| +6% | +$377K | 1.89% | 23 |
|
|
2023
Q4 | $6.97M | Buy |
+13,244
| New | +$6.97M | 2.03% | 17 |
|