ERIC
Eagle Rock Investment Company’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.56M | Buy |
17,812
+4,247
| +31% | +$1.32M | 0.88% | 31 |
|
|
2025
Q1 | $7.1M | Buy |
13,565
+120
| +0.9% | +$62.9K | 1.22% | 21 |
|
|
2024
Q4 | $6.8M | Buy |
13,445
+15
| +0.1% | +$7.59K | 1.13% | 24 |
|
|
2024
Q3 | $7.85M | Buy |
13,430
+2,635
| +24% | +$1.54M | 1.32% | 20 |
|
|
2024
Q2 | $5.5M | Buy |
10,795
+1,178
| +12% | +$600K | 0.99% | 32 |
|
|
2024
Q1 | $4.76M | Buy |
9,617
+2,230
| +30% | +$1.1M | 0.88% | 37 |
|
|
2023
Q4 | $3.89M | Sell |
7,387
-1,203
| -14% | -$633K | 0.8% | 35 |
|
|
2023
Q3 | $4.33M | Buy |
8,590
+206
| +2% | +$104K | 0.98% | 30 |
|
|
2023
Q2 | $4.06M | Buy |
8,384
+960
| +13% | +$465K | 0.87% | 36 |
|
|
2023
Q1 | $3.51M | Buy |
7,424
+1,096
| +17% | +$518K | 0.81% | 37 |
|
|
2022
Q4 | $3.12M | Buy |
6,328
+36
| +0.6% | +$17.8K | 0.72% | 41 |
|
|
2022
Q3 | $3.18M | Sell |
6,292
-458
| -7% | -$231K | 0.83% | 40 |
|
|
2022
Q2 | $3.47M | Buy |
6,750
+1,094
| +19% | +$562K | 0.85% | 38 |
|
|
2022
Q1 | $2.88M | Buy |
5,656
+2,061
| +57% | +$1.05M | 0.61% | 44 |
|
|
2021
Q4 | $1.81M | Buy |
+3,595
| New | +$1.81M | 0.35% | 62 |
|