SAA
Southeast Asset Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
736
-7
| -0.9% | -$2.18K | 0.03% | 179 |
|
|
2025
Q1 | $389K | Sell |
743
-17
| -2% | -$8.9K | 0.05% | 140 |
|
|
2024
Q4 | $384K | Buy |
760
+91
| +14% | +$46K | 0.05% | 126 |
|
|
2024
Q3 | $391K | Buy |
669
+1
| +0.1% | +$584 | 0.04% | 127 |
|
|
2024
Q2 | $340K | Hold |
668
| – | – | 0.04% | 131 |
|
|
2024
Q1 | $331K | Hold |
668
| – | – | 0.04% | 133 |
|
|
2023
Q4 | $352K | Hold |
668
| – | – | 0.05% | 125 |
|
|
2023
Q3 | $337K | Buy |
668
+1
| +0.1% | +$504 | 0.05% | 112 |
|
|
2023
Q2 | $321K | Hold |
667
| – | – | 0.05% | 123 |
|
|
2023
Q1 | $315K | Buy |
+667
| New | +$315K | 0.05% | 115 |
|