SAM
Silvercrest Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49M | Sell |
14,406
-31,971
| -69% | -$9.97M | 0.03% | 441 |
|
|
2025
Q1 | $24.3M | Buy |
46,377
+7,581
| +20% | +$3.97M | 0.17% | 158 |
|
|
2024
Q4 | $19.6M | Buy |
38,796
+12,550
| +48% | +$6.35M | 0.13% | 188 |
|
|
2024
Q3 | $15.3M | Buy |
26,246
+814
| +3% | +$476K | 0.1% | 210 |
|
|
2024
Q2 | $13M | Buy |
25,432
+262
| +1% | +$133K | 0.09% | 224 |
|
|
2024
Q1 | $12.5M | Buy |
25,170
+7,308
| +41% | +$3.62M | 0.08% | 236 |
|
|
2023
Q4 | $9.4M | Buy |
17,862
+1,352
| +8% | +$712K | 0.07% | 250 |
|
|
2023
Q3 | $8.32M | Sell |
16,510
-2,378
| -13% | -$1.2M | 0.06% | 255 |
|
|
2023
Q2 | $9.08M | Buy |
18,888
+2,393
| +15% | +$1.15M | 0.06% | 250 |
|
|
2023
Q1 | $7.8M | Sell |
16,495
-182
| -1% | -$86K | 0.06% | 270 |
|
|
2022
Q4 | $8.84M | Buy |
16,677
+562
| +3% | +$298K | 0.07% | 235 |
|
|
2022
Q3 | $8.14M | Sell |
16,115
-957
| -6% | -$483K | 0.07% | 249 |
|
|
2022
Q2 | $8.77M | Sell |
17,072
-248
| -1% | -$127K | 0.07% | 246 |
|
|
2022
Q1 | $8.83M | Sell |
17,320
-156
| -0.9% | -$79.6K | 0.06% | 271 |
|
|
2021
Q4 | $8.78M | Sell |
17,476
-17
| -0.1% | -$8.54K | 0.06% | 281 |
|
|
2021
Q3 | $6.84M | Buy |
17,493
+997
| +6% | +$390K | 0.05% | 331 |
|
|
2021
Q2 | $6.61M | Buy |
16,496
+1,283
| +8% | +$514K | 0.04% | 347 |
|
|
2021
Q1 | $5.66M | Buy |
15,213
+2,814
| +23% | +$1.05M | 0.04% | 358 |
|
|
2020
Q4 | $4.35M | Buy |
12,399
+124
| +1% | +$43.5K | 0.03% | 380 |
|
|
2020
Q3 | $3.83M | Buy |
12,275
+852
| +7% | +$266K | 0.03% | 377 |
|
|
2020
Q2 | $3.37M | Buy |
11,423
+1,288
| +13% | +$380K | 0.03% | 390 |
|
|
2020
Q1 | $2.53M | Buy |
10,135
+734
| +8% | +$183K | 0.03% | 401 |
|
|
2019
Q4 | $2.76M | Sell |
9,401
-75
| -0.8% | -$22.1K | 0.02% | 446 |
|
|
2019
Q3 | $2.06M | Buy |
9,476
+26
| +0.3% | +$5.65K | 0.02% | 470 |
|
|
2019
Q2 | $2.31M | Sell |
9,450
-378
| -4% | -$92.2K | 0.02% | 317 |
|
|
2019
Q1 | $2.43M | Sell |
9,828
-196
| -2% | -$48.5K | 0.02% | 297 |
|
|
2018
Q4 | $2.5M | Buy |
10,024
+134
| +1% | +$33.4K | 0.03% | 282 |
|
|
2018
Q3 | $2.63M | Sell |
9,890
-1,570
| -14% | -$418K | 0.02% | 293 |
|
|
2018
Q2 | $2.81M | Buy |
11,460
+125
| +1% | +$30.7K | 0.03% | 296 |
|
|
2018
Q1 | $2.43M | Sell |
11,335
-83
| -0.7% | -$17.8K | 0.02% | 303 |
|
|
2017
Q4 | $2.52M | Buy |
11,418
+253
| +2% | +$55.8K | 0.02% | 294 |
|
|
2017
Q3 | $2.19M | Sell |
11,165
-700
| -6% | -$137K | 0.02% | 304 |
|
|
2017
Q2 | $2.2M | Sell |
11,865
-109
| -0.9% | -$20.2K | 0.02% | 296 |
|
|
2017
Q1 | $1.96M | Sell |
11,974
-112
| -0.9% | -$18.4K | 0.02% | 300 |
|
|
2016
Q4 | $1.93M | Buy |
12,086
+424
| +4% | +$67.8K | 0.02% | 293 |
|
|
2016
Q3 | $1.63M | Buy |
11,662
+165
| +1% | +$23.1K | 0.02% | 307 |
|
|
2016
Q2 | $1.62M | Sell |
11,497
-30
| -0.3% | -$4.24K | 0.02% | 305 |
|
|
2016
Q1 | $1.49M | Buy |
11,527
+140
| +1% | +$18K | 0.02% | 305 |
|
|
2015
Q4 | $1.34M | Buy |
11,387
+237
| +2% | +$27.9K | 0.02% | 330 |
|
|
2015
Q3 | $1.29M | Hold |
11,150
| – | – | 0.02% | 307 |
|
|
2015
Q2 | $1.36M | Buy |
11,150
+8,780
| +370% | +$1.07M | 0.02% | 324 |
|
|
2015
Q1 | $280K | Buy |
2,370
+370
| +19% | +$43.7K | ﹤0.01% | 430 |
|
|
2014
Q4 | $202K | Buy |
+2,000
| New | +$202K | ﹤0.01% | 456 |
|