Sovran Advisors’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$607K Sell
1,974
-269
-12% -$82.8K 0.06% 286
2025
Q1
$1.02M Sell
2,243
-286
-11% -$130K 0.13% 169
2024
Q4
$1.37M Buy
+2,529
New +$1.37M 0.2% 125