SAM
SP Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.7M | Buy |
133,618
+8,687
| +7% | +$2.71M | 3.44% | 7 |
|
|
2025
Q1 | $65.4M | Buy |
124,931
+3,628
| +3% | +$1.9M | 5.77% | 3 |
|
|
2024
Q4 | $61.4M | Buy |
121,303
+1,097
| +0.9% | +$555K | 5.15% | 3 |
|
|
2024
Q3 | $70.3M | Buy |
120,206
+1,050
| +0.9% | +$614K | 5.84% | 3 |
|
|
2024
Q2 | $60.7M | Buy |
119,156
+5,237
| +5% | +$2.67M | 5.52% | 2 |
|
|
2024
Q1 | $56.4M | Buy |
113,919
+11,972
| +12% | +$5.92M | 5.24% | 2 |
|
|
2023
Q4 | $53.7M | Buy |
101,947
+844
| +0.8% | +$444K | 5.5% | 2 |
|
|
2023
Q3 | $51M | Buy |
101,103
+5,759
| +6% | +$2.9M | 5.73% | 2 |
|
|
2023
Q2 | $45.8M | Buy |
95,344
+9,700
| +11% | +$4.66M | 5.11% | 2 |
|
|
2023
Q1 | $40.5M | Buy |
85,644
+5,391
| +7% | +$2.55M | 4.96% | 2 |
|
|
2022
Q4 | $42.5M | Buy |
80,253
+279
| +0.3% | +$148K | 5.7% | 2 |
|
|
2022
Q3 | $40.4M | Buy |
79,974
+275
| +0.3% | +$139K | 5.53% | 3 |
|
|
2022
Q2 | $40.9M | Buy |
79,699
+2,037
| +3% | +$1.05M | 5.22% | 3 |
|
|
2022
Q1 | $39.6M | Buy |
77,662
+1,096
| +1% | +$559K | 4.26% | 3 |
|
|
2021
Q4 | $35.9M | Buy |
76,566
+4,177
| +6% | +$1.96M | 3.59% | 4 |
|
|
2021
Q3 | $32.8M | Buy |
72,389
+3,521
| +5% | +$1.6M | 3.43% | 4 |
|
|
2021
Q2 | $28.6M | Buy |
68,868
+947
| +1% | +$393K | 3.14% | 4 |
|
|
2021
Q1 | $27.9M | Sell |
67,921
-978
| -1% | -$402K | 3.47% | 3 |
|
|
2020
Q4 | $22.4M | Buy |
68,899
+3,111
| +5% | +$1.01M | 3.08% | 5 |
|
|
2020
Q3 | $23.3M | Buy |
65,788
+1,064
| +2% | +$377K | 3.58% | 3 |
|
|
2020
Q2 | $19.1M | Buy |
64,724
+142
| +0.2% | +$41.9K | 4% | 2 |
|
|
2020
Q1 | $16.1M | Buy |
64,582
+5,199
| +9% | +$1.3M | 4.38% | 2 |
|
|
2019
Q4 | $17.5M | Sell |
59,383
-1,085
| -2% | -$319K | 4% | 3 |
|
|
2019
Q3 | $13.1M | Buy |
60,468
+3,352
| +6% | +$728K | 3.38% | 3 |
|
|
2019
Q2 | $13.9M | Sell |
57,116
-265
| -0.5% | -$64.7K | 3.55% | 3 |
|
|
2019
Q1 | $14.2M | Buy |
57,381
+301
| +0.5% | +$74.4K | 3.87% | 3 |
|
|
2018
Q4 | $14.2M | Buy |
57,080
+3,102
| +6% | +$773K | 4.34% | 3 |
|
|
2018
Q3 | $14.4M | Buy |
53,978
+749
| +1% | +$200K | 4.1% | 2 |
|
|
2018
Q2 | $13.4M | Buy |
+53,229
| New | +$13.4M | 3.66% | 2 |
|