SIP
Stoneridge Investment Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
+4,699
| New | +$1.47M | 1.1% | 30 |
|
|
2022
Q2 | – | Sell |
-1,759
| Closed | -$897K | – | 111 |
|
|
2022
Q1 | $897K | Buy |
+1,759
| New | +$897K | 0.42% | 62 |
|
|
2013
Q3 | – | Sell |
-29,316
| Closed | -$1.92M | – | 232 |
|
|
2013
Q2 | $1.92M | Buy |
+29,316
| New | +$1.92M | 0.45% | 74 |
|