SAM
Sompo Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $783K | Sell |
2,510
-10
| -0.4% | -$3.12K | 0.14% | 102 |
|
|
2025
Q1 | $1.32M | Buy |
2,520
+40
| +2% | +$21K | 0.25% | 69 |
|
|
2024
Q4 | $1.25M | Buy |
2,480
+150
| +6% | +$75.9K | 0.21% | 70 |
|
|
2024
Q3 | $1.36M | Buy |
2,330
+50
| +2% | +$29.2K | 0.21% | 67 |
|
|
2024
Q2 | $1.16M | Buy |
2,280
+20
| +0.9% | +$10.2K | 0.2% | 74 |
|
|
2024
Q1 | $1.12M | Sell |
2,260
-150
| -6% | -$74.2K | 0.18% | 77 |
|
|
2023
Q4 | $1.27M | Sell |
2,410
-240
| -9% | -$126K | 0.23% | 72 |
|
|
2023
Q3 | $1.34M | Buy |
2,650
+520
| +24% | +$262K | 0.29% | 67 |
|
|
2023
Q2 | $1.02M | Buy |
2,130
+70
| +3% | +$33.6K | 0.19% | 81 |
|
|
2023
Q1 | $974K | Buy |
2,060
+250
| +14% | +$118K | 0.2% | 86 |
|
|
2022
Q4 | $960K | Sell |
1,810
-270
| -13% | -$143K | 0.22% | 91 |
|
|
2022
Q3 | $1.05M | Buy |
2,080
+1,060
| +104% | +$535K | 0.27% | 80 |
|
|
2022
Q2 | $523K | Sell |
1,020
-110
| -10% | -$56.4K | 0.13% | 111 |
|
|
2022
Q1 | $576K | Sell |
1,130
-30
| -3% | -$15.3K | 0.12% | 117 |
|
|
2021
Q4 | $582K | Buy |
1,160
+80
| +7% | +$40.1K | 0.12% | 121 |
|
|
2021
Q3 | $421K | Sell |
1,080
-40
| -4% | -$15.6K | 0.1% | 126 |
|
|
2021
Q2 | $448K | Buy |
+1,120
| New | +$448K | 0.09% | 125 |
|
|
2017
Q1 | – | Sell |
-11,380
| Closed | -$1.82M | – | 105 |
|
|
2016
Q4 | $1.82M | Buy |
+11,380
| New | +$1.82M | 0.24% | 83 |
|