Southeast Asset Advisors’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$230K Sell
2025
Q1
$389K Sell
2024
Q4
$384K Buy
2024
Q3
$391K Buy
2024
Q2
$340K Hold
2024
Q1
$331K Hold
2023
Q4
$352K Hold
2023
Q3
$337K Buy
2023
Q2
$321K Hold
2023
Q1
$315K Buy