AGC
Aspen Grove Capital’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $849K | Buy |
2,720
+1,608
| +145% | +$502K | 0.14% | 77 |
|
|
2025
Q1 | $582K | Sell |
1,112
-110
| -9% | -$57.6K | 0.11% | 103 |
|
|
2024
Q4 | $618K | Sell |
1,222
-107
| -8% | -$54.1K | 0.13% | 92 |
|
|
2024
Q3 | $777K | Buy |
1,329
+37
| +3% | +$21.6K | 0.17% | 77 |
|
|
2024
Q2 | $659K | Sell |
1,292
-90
| -7% | -$45.9K | 0.16% | 81 |
|
|
2024
Q1 | $684K | Buy |
1,382
+153
| +12% | +$75.8K | 0.19% | 76 |
|
|
2023
Q4 | $661K | Sell |
1,229
-7
| -0.6% | -$3.77K | 0.2% | 76 |
|
|
2023
Q3 | $623K | Sell |
1,236
-340
| -22% | -$171K | 0.23% | 75 |
|
|
2023
Q2 | $757K | Buy |
1,576
+662
| +72% | +$318K | 0.25% | 80 |
|
|
2023
Q1 | $432K | Buy |
914
+180
| +25% | +$85.1K | 0.19% | 94 |
|
|
2022
Q4 | $389K | Buy |
+734
| New | +$389K | 0.18% | 94 |
|