EGA
Eagle Global Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Buy |
49,479
+12,262
| +33% | +$3.83M | 0.62% | 37 |
|
|
2025
Q1 | $19.5M | Buy |
37,217
+14
| +0% | +$7.33K | 0.8% | 30 |
|
|
2024
Q4 | $18.8M | Buy |
37,203
+1,245
| +3% | +$630K | 0.77% | 33 |
|
|
2024
Q3 | $21M | Sell |
35,958
-164
| -0.5% | -$95.9K | 1.04% | 27 |
|
|
2024
Q2 | $18.4M | Sell |
36,122
-106
| -0.3% | -$54K | 0.97% | 27 |
|
|
2024
Q1 | $17.9M | Sell |
36,228
-51
| -0.1% | -$25.2K | 1.01% | 27 |
|
|
2023
Q4 | $19.1M | Sell |
36,279
-617
| -2% | -$325K | 1.15% | 22 |
|
|
2023
Q3 | $18.6M | Sell |
36,896
-65
| -0.2% | -$32.8K | 1.21% | 22 |
|
|
2023
Q2 | $17.8M | Sell |
36,961
-1,616
| -4% | -$777K | 1.17% | 19 |
|
|
2023
Q1 | $18.2M | Sell |
38,577
-194
| -0.5% | -$91.7K | 1.23% | 22 |
|
|
2022
Q4 | $20.6M | Sell |
38,771
-56
| -0.1% | -$29.7K | 1.42% | 20 |
|
|
2022
Q3 | $19.6M | Sell |
38,827
-107
| -0.3% | -$54K | 1.47% | 18 |
|
|
2022
Q2 | $20M | Sell |
38,934
-19
| -0% | -$9.76K | 1.47% | 17 |
|
|
2022
Q1 | $19.9M | Sell |
38,953
-15
| -0% | -$7.65K | 1.23% | 22 |
|
|
2021
Q4 | $19.6M | Sell |
38,968
-504
| -1% | -$253K | 1.23% | 21 |
|
|
2021
Q3 | $15.4M | Buy |
39,472
+1,094
| +3% | +$427K | 1.02% | 27 |
|
|
2021
Q2 | $15.4M | Buy |
38,378
+785
| +2% | +$314K | 0.99% | 29 |
|
|
2021
Q1 | $14M | Sell |
37,593
-534
| -1% | -$199K | 1.03% | 28 |
|
|
2020
Q4 | $13.4M | Sell |
38,127
-65
| -0.2% | -$22.8K | 1.05% | 31 |
|
|
2020
Q3 | $11.9M | Buy |
38,192
+15,325
| +67% | +$4.78M | 1.07% | 32 |
|
|
2020
Q2 | $6.75M | Buy |
22,867
+145
| +0.6% | +$42.8K | 0.61% | 45 |
|
|
2020
Q1 | $5.67M | Buy |
22,722
+160
| +0.7% | +$39.9K | 0.57% | 51 |
|
|
2019
Q4 | $6.63M | Sell |
22,562
-219
| -1% | -$64.4K | 0.34% | 62 |
|
|
2019
Q3 | $4.95M | Sell |
22,781
-467
| -2% | -$101K | 0.21% | 72 |
|
|
2019
Q2 | $5.67M | Buy |
+23,248
| New | +$5.67M | 0.23% | 75 |
|
|
2018
Q4 | – | Sell |
-1,275
| Closed | -$339K | – | 247 |
|
|
2018
Q3 | $339K | Hold |
1,275
| – | – | 0.01% | 189 |
|
|
2018
Q2 | $313K | Hold |
1,275
| – | – | 0.01% | 198 |
|
|
2018
Q1 | $273K | Hold |
1,275
| – | – | 0.01% | 207 |
|
|
2017
Q4 | $281K | Hold |
1,275
| – | – | 0.01% | 214 |
|
|
2017
Q3 | $250K | Sell |
1,275
-1,140
| -47% | -$224K | 0.01% | 222 |
|
|
2017
Q2 | $448K | Buy |
2,415
+394
| +19% | +$73.1K | 0.01% | 234 |
|
|
2017
Q1 | $331K | Buy |
2,021
+746
| +59% | +$122K | 0.01% | 270 |
|
|
2016
Q4 | $204K | Buy |
+1,275
| New | +$204K | 0.01% | 331 |
|