SAM
Synergy Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08M | Buy |
13,071
+4,881
| +60% | +$1.52M | 0.47% | 38 |
|
|
2025
Q1 | $4.29M | Sell |
8,190
-7,885
| -49% | -$4.13M | 0.54% | 41 |
|
|
2024
Q4 | $8.73M | Buy |
16,075
+8,305
| +107% | +$4.51M | 0.68% | 32 |
|
|
2024
Q3 | $4.54M | Sell |
7,770
-16,550
| -68% | -$9.68M | 0.69% | 33 |
|
|
2024
Q2 | $12.4M | Sell |
24,320
-7,311
| -23% | -$3.72M | 1.94% | 12 |
|
|
2024
Q1 | $15.6M | Buy |
31,631
+28,324
| +856% | +$14M | 2.66% | 11 |
|
|
2023
Q4 | $1.74M | Sell |
3,307
-13,770
| -81% | -$7.25M | 0.31% | 73 |
|
|
2023
Q3 | $8.61M | Buy |
17,077
+1,844
| +12% | +$930K | 1.71% | 18 |
|
|
2023
Q2 | $7.32M | Buy |
15,233
+14,294
| +1,522% | +$6.87M | 1.81% | 18 |
|
|
2023
Q1 | $444K | Sell |
939
-49
| -5% | -$23.2K | 0.11% | 86 |
|
|
2022
Q4 | $524K | Buy |
988
+124
| +14% | +$65.7K | 0.13% | 72 |
|
|
2022
Q3 | $437K | Sell |
864
-13,735
| -94% | -$6.95M | 0.12% | 73 |
|
|
2022
Q2 | $7.5M | Buy |
14,599
+13,478
| +1,202% | +$6.92M | 1.99% | 14 |
|
|
2022
Q1 | $572K | Sell |
1,121
-193
| -15% | -$98.5K | 0.14% | 68 |
|
|
2021
Q4 | $660K | Sell |
1,314
-14,645
| -92% | -$7.36M | 0.16% | 60 |
|
|
2021
Q3 | $6.24M | Sell |
15,959
-4,898
| -23% | -$1.91M | 1.45% | 20 |
|
|
2021
Q2 | $8.35M | Buy |
20,857
+3,327
| +19% | +$1.33M | 2.21% | 16 |
|
|
2021
Q1 | $6.52M | Buy |
+17,530
| New | +$6.52M | 1.95% | 15 |
|