SIAP
Sterling Investment Advisors (Pennsylvania)’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
680
+104
| +18% | +$32.4K | 0.05% | 174 |
|
|
2025
Q1 | $302K | Buy |
576
+125
| +28% | +$65.5K | 0.07% | 149 |
|
|
2024
Q4 | $228K | Buy |
+451
| New | +$228K | 0.06% | 151 |
|
|
2022
Q3 | – | Sell |
-257
| Closed | -$132K | – | 492 |
|
|
2022
Q2 | $132K | Sell |
257
-105
| -29% | -$53.9K | 0.05% | 158 |
|
|
2022
Q1 | $185K | Buy |
362
+15
| +4% | +$7.67K | 0.05% | 146 |
|
|
2021
Q4 | $174K | Buy |
347
+15
| +5% | +$7.52K | 0.05% | 153 |
|
|
2021
Q3 | $130K | Sell |
332
-31
| -9% | -$12.1K | 0.04% | 172 |
|
|
2021
Q2 | $145K | Buy |
363
+41
| +13% | +$16.4K | 0.04% | 169 |
|
|
2021
Q1 | $120K | Buy |
322
+20
| +7% | +$7.45K | 0.04% | 173 |
|
|
2020
Q4 | $106K | Sell |
302
-35
| -10% | -$12.3K | 0.04% | 172 |
|
|
2020
Q3 | $105K | Hold |
337
| – | – | 0.04% | 160 |
|
|
2020
Q2 | $99K | Sell |
337
-250
| -43% | -$73.4K | 0.04% | 160 |
|
|
2020
Q1 | $146K | Buy |
587
+250
| +74% | +$62.2K | 0.08% | 123 |
|
|
2019
Q4 | $99K | Hold |
337
| – | – | 0.05% | 152 |
|
|
2019
Q3 | $73K | Hold |
337
| – | – | 0.04% | 179 |
|
|
2019
Q2 | $82K | Hold |
337
| – | – | 0.04% | 163 |
|
|
2019
Q1 | $83K | Hold |
337
| – | – | 0.04% | 167 |
|
|
2018
Q4 | $83K | Sell |
337
-111
| -25% | -$27.3K | 0.05% | 153 |
|
|
2018
Q3 | $119K | Buy |
448
+137
| +44% | +$36.4K | 0.06% | 143 |
|
|
2018
Q2 | $76K | Buy |
311
+111
| +56% | +$27.1K | 0.04% | 165 |
|
|
2018
Q1 | $43K | Hold |
200
| – | – | 0.03% | 209 |
|
|
2017
Q4 | $44K | Hold |
200
| – | – | 0.03% | 199 |
|
|
2017
Q3 | $39K | Sell |
200
-224
| -53% | -$43.7K | 0.03% | 200 |
|
|
2017
Q2 | $79K | Sell |
424
-376
| -47% | -$70.1K | 0.05% | 149 |
|
|
2017
Q1 | $131K | Hold |
800
| – | – | 0.09% | 112 |
|
|
2016
Q4 | $128K | Buy |
+800
| New | +$128K | 0.1% | 102 |
|