SIC
SJS Investment Consulting’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Sell |
511
-36
| -7% | -$11.2K | 0.03% | 111 |
|
|
2025
Q1 | $286K | Sell |
547
-40
| -7% | -$20.9K | 0.05% | 76 |
|
|
2024
Q4 | $297K | Sell |
587
-70
| -11% | -$35.4K | 0.05% | 69 |
|
|
2024
Q3 | $384K | Hold |
657
| – | – | 0.07% | 62 |
|
|
2024
Q2 | $335K | Buy |
657
+49
| +8% | +$25K | 0.06% | 63 |
|
|
2024
Q1 | $301K | Buy |
608
+144
| +31% | +$71.2K | 0.06% | 67 |
|
|
2023
Q4 | $244K | Buy |
464
+9
| +2% | +$4.74K | 0.06% | 74 |
|
|
2023
Q3 | $229K | Buy |
455
+17
| +4% | +$8.57K | 0.06% | 68 |
|
|
2023
Q2 | $211K | Sell |
438
-70
| -14% | -$33.6K | 0.05% | 74 |
|
|
2023
Q1 | $240K | Sell |
508
-149
| -23% | -$70.4K | 0.07% | 67 |
|
|
2022
Q4 | $348K | Sell |
657
-130
| -17% | -$68.9K | 0.1% | 51 |
|
|
2022
Q3 | $397K | Buy |
+787
| New | +$397K | 0.13% | 47 |
|
|
2022
Q1 | $351K | Buy |
688
+253
| +58% | +$129K | 0.11% | 62 |
|
|
2021
Q4 | $218K | Buy |
+435
| New | +$218K | 0.07% | 84 |
|