Eagle Bay Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
738
-150
| -17% | -$46.8K | 0.19% | 97 |
|
|
2025
Q1 | $465K | Sell |
888
-53
| -6% | -$27.8K | 0.39% | 52 |
|
|
2024
Q4 | $476K | Sell |
941
-152
| -14% | -$76.9K | 0.3% | 59 |
|
|
2024
Q3 | $639K | Sell |
1,093
-11
| -1% | -$6.43K | 0.24% | 77 |
|
|
2024
Q2 | $562K | Sell |
1,104
-224
| -17% | -$114K | 0.34% | 51 |
|
|
2024
Q1 | $657K | Sell |
1,328
-100
| -7% | -$49.5K | 0.41% | 44 |
|
|
2023
Q4 | $752K | Sell |
1,428
-299
| -17% | -$157K | 0.48% | 41 |
|
|
2023
Q3 | $871K | Buy |
1,727
+692
| +67% | +$349K | 0.4% | 44 |
|
|
2023
Q2 | $497K | Buy |
1,035
+11
| +1% | +$5.29K | 0.28% | 55 |
|
|
2023
Q1 | $484K | Sell |
1,024
-261
| -20% | -$123K | 0.27% | 59 |
|
|
2022
Q4 | $681K | Sell |
1,285
-488
| -28% | -$259K | 0.38% | 48 |
|
|
2022
Q3 | $897K | Sell |
1,773
-34
| -2% | -$17.2K | 0.55% | 38 |
|
|
2022
Q2 | $928K | Buy |
1,807
+637
| +54% | +$327K | 0.56% | 35 |
|
|
2022
Q1 | $596K | Sell |
1,170
-231
| -16% | -$118K | 0.49% | 35 |
|
|
2021
Q4 | $702K | Buy |
1,401
+211
| +18% | +$106K | 0.45% | 34 |
|
|
2021
Q3 | $466K | Sell |
1,190
-181
| -13% | -$70.9K | 0.26% | 56 |
|
|
2021
Q2 | $553K | Buy |
+1,371
| New | +$553K | 0.44% | 34 |
|