SAM
Stewart Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $16.7M | Sell |
31,566
-3,284
| -9% | -$1.74M | 12.83% | 1 |
|
|
2022
Q3 | $17.6M | Buy |
34,850
+1,526
| +5% | +$771K | 12.77% | 1 |
|
|
2022
Q2 | $17.1M | Sell |
33,324
-3,390
| -9% | -$1.74M | 13.64% | 1 |
|
|
2022
Q1 | $18.7M | Buy |
36,714
+2,697
| +8% | +$1.38M | 9.95% | 1 |
|
|
2021
Q4 | $17.1M | Sell |
34,017
-748
| -2% | -$376K | 9.12% | 2 |
|
|
2021
Q3 | $13.6M | Sell |
34,765
-42
| -0.1% | -$16.4K | 7.1% | 5 |
|
|
2021
Q2 | $13.9M | Buy |
34,807
+2,769
| +9% | +$1.11M | 7.2% | 5 |
|
|
2021
Q1 | $11.9M | Buy |
32,038
+26,428
| +471% | +$9.83M | 7.63% | 5 |
|
|
2020
Q4 | $8.98M | Sell |
5,610
-14,774
| -72% | -$23.7M | 5.45% | 7 |
|
|
2020
Q3 | $6.36M | Sell |
20,384
-520
| -2% | -$162K | 4.91% | 8 |
|
|
2020
Q2 | $6.17M | Buy |
20,904
+1,997
| +11% | +$589K | 4.96% | 7 |
|
|
2020
Q1 | $4.72M | Buy |
18,907
+3,507
| +23% | +$875K | 5.07% | 6 |
|
|
2019
Q4 | $4.53M | Buy |
+15,400
| New | +$4.53M | 4.57% | 7 |
|