SIM
Studio Investment Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
7,427
+165
| +2% | +$51.5K | 0.47% | 46 |
|
|
2025
Q1 | $3.8M | Buy |
7,262
+44
| +0.6% | +$23K | 0.79% | 32 |
|
|
2024
Q4 | $3.65M | Sell |
7,218
-933
| -11% | -$472K | 0.78% | 36 |
|
|
2024
Q3 | $4.77M | Buy |
8,151
+106
| +1% | +$62K | 1% | 26 |
|
|
2024
Q2 | $4.1M | Buy |
8,045
+497
| +7% | +$253K | 0.93% | 33 |
|
|
2024
Q1 | $3.73M | Buy |
7,548
+13
| +0.2% | +$6.43K | 0.89% | 35 |
|
|
2023
Q4 | $3.97M | Sell |
7,535
-383
| -5% | -$202K | 1.01% | 29 |
|
|
2023
Q3 | $3.99M | Buy |
7,918
+1,084
| +16% | +$547K | 1.11% | 23 |
|
|
2023
Q2 | $3.28M | Buy |
6,834
+743
| +12% | +$357K | 0.92% | 30 |
|
|
2023
Q1 | $2.88M | Sell |
6,091
-374
| -6% | -$177K | 0.87% | 34 |
|
|
2022
Q4 | $3.43M | Sell |
6,465
-197
| -3% | -$104K | 1.11% | 27 |
|
|
2022
Q3 | $3.36M | Sell |
6,662
-930
| -12% | -$470K | 1.21% | 23 |
|
|
2022
Q2 | $3.9M | Sell |
7,592
-425
| -5% | -$218K | 1.35% | 20 |
|
|
2022
Q1 | $4.09M | Sell |
8,017
-240
| -3% | -$122K | 1.35% | 18 |
|
|
2021
Q4 | $4.15M | Sell |
8,257
-788
| -9% | -$396K | 1.49% | 16 |
|
|
2021
Q3 | $3.53M | Buy |
+9,045
| New | +$3.53M | 1.51% | 19 |
|