ES
Eagle Strategies’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-538
| Closed | -$282K | – | 232 |
|
|
2025
Q1 | $282K | Buy |
538
+22
| +4% | +$11.5K | 0.05% | 186 |
|
|
2024
Q4 | $261K | Buy |
516
+8
| +2% | +$4.05K | 0.05% | 190 |
|
|
2024
Q3 | $297K | Sell |
508
-49
| -9% | -$28.6K | 0.05% | 167 |
|
|
2024
Q2 | $284K | Sell |
557
-1,253
| -69% | -$638K | 0.05% | 172 |
|
|
2024
Q1 | $895K | Sell |
1,810
-306
| -14% | -$151K | 0.2% | 116 |
|
|
2023
Q4 | $1.11M | Sell |
2,116
-10
| -0.5% | -$5.27K | 0.24% | 81 |
|
|
2023
Q3 | $1.07M | Buy |
2,126
+91
| +4% | +$45.9K | 0.26% | 79 |
|
|
2023
Q2 | $978K | Buy |
2,035
+12
| +0.6% | +$5.77K | 0.24% | 86 |
|
|
2023
Q1 | $956K | Buy |
2,023
+1,538
| +317% | +$727K | 0.24% | 78 |
|
|
2022
Q4 | $257K | Buy |
+485
| New | +$257K | 0.08% | 148 |
|