SFO
Standard Family Office’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Hold |
324
| – | – | 0.12% | 16 |
|
|
2025
Q1 | $170K | Sell |
324
-243
| -43% | -$127K | 0.22% | 9 |
|
|
2024
Q4 | $287K | Hold |
567
| – | – | 0.35% | 11 |
|
|
2024
Q3 | $332K | Hold |
567
| – | – | 0.4% | 8 |
|
|
2024
Q2 | $289K | Hold |
567
| – | – | 0.37% | 9 |
|
|
2024
Q1 | $280K | Buy |
+567
| New | +$280K | 0.38% | 9 |
|
|
2022
Q4 | – | Sell |
-947
| Closed | -$478K | – | 427 |
|
|
2022
Q3 | $478K | Hold |
947
| – | – | 0.21% | 16 |
|
|
2022
Q2 | $486K | Buy |
+947
| New | +$486K | 4.82% | 3 |
|
|
2022
Q1 | – | Sell |
-1,415
| Closed | -$711K | – | 232 |
|
|
2021
Q4 | $711K | Buy |
1,415
+865
| +157% | +$435K | 6.31% | 2 |
|
|
2021
Q3 | $215K | Sell |
550
-5,460
| -91% | -$2.13M | 0.06% | 9 |
|
|
2021
Q2 | $2.41M | Buy |
6,010
+550
| +10% | +$220K | 0.5% | 13 |
|
|
2021
Q1 | $2.03M | Sell |
5,460
-125
| -2% | -$46.5K | 0.48% | 12 |
|
|
2020
Q4 | $1.96M | Buy |
+5,585
| New | +$1.96M | 0.47% | 12 |
|