EP
Edgestream Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.33M | Buy |
23,498
+18,642
| +384% | +$5.82M | 0.2% | 175 |
|
|
2025
Q1 | $2.54M | Sell |
4,856
-2,614
| -35% | -$1.37M | 0.09% | 423 |
|
|
2024
Q4 | $3.78M | Sell |
7,470
-264
| -3% | -$134K | 0.16% | 236 |
|
|
2024
Q3 | $4.52M | Buy |
+7,734
| New | +$4.52M | 0.2% | 156 |
|
|
2024
Q2 | – | Sell |
-6,073
| Closed | -$3M | – | 1045 |
|
|
2024
Q1 | $3M | Buy |
6,073
+4,607
| +314% | +$2.28M | 0.15% | 232 |
|
|
2023
Q4 | $772K | Buy |
1,466
+957
| +188% | +$504K | 0.06% | 496 |
|
|
2023
Q3 | $257K | Sell |
509
-966
| -65% | -$487K | 0.02% | 749 |
|
|
2023
Q2 | $709K | Sell |
1,475
-364
| -20% | -$175K | 0.06% | 448 |
|
|
2023
Q1 | $869K | Sell |
1,839
-7,780
| -81% | -$3.68M | 0.1% | 319 |
|
|
2022
Q4 | $5.1M | Sell |
9,619
-40,164
| -81% | -$21.3M | 0.57% | 29 |
|
|
2022
Q3 | $25.1M | Buy |
49,783
+26,318
| +112% | +$13.3M | 1.94% | 1 |
|
|
2022
Q2 | $12.1M | Buy |
23,465
+11,672
| +99% | +$5.99M | 0.95% | 9 |
|
|
2022
Q1 | $6.01M | Buy |
+11,793
| New | +$6.01M | 0.48% | 44 |
|
|
2021
Q4 | – | Sell |
-30,368
| Closed | -$11.9M | – | 586 |
|
|
2021
Q3 | $11.9M | Buy |
30,368
+1,307
| +4% | +$511K | 0.73% | 23 |
|
|
2021
Q2 | $11.6M | Buy |
29,061
+9,782
| +51% | +$3.92M | 0.69% | 26 |
|
|
2021
Q1 | $7.17M | Buy |
+19,279
| New | +$7.17M | 0.4% | 81 |
|
|
2020
Q4 | – | Sell |
-1,802
| Closed | -$562K | – | 426 |
|
|
2020
Q3 | $562K | Buy |
+1,802
| New | +$562K | 0.04% | 251 |
|
|
2020
Q1 | – | Sell |
-1,880
| Closed | -$553K | – | 371 |
|
|
2019
Q4 | $553K | Sell |
1,880
-29,919
| -94% | -$8.8M | 0.03% | 269 |
|
|
2019
Q3 | $6.91M | Buy |
31,799
+29,280
| +1,162% | +$6.36M | 0.66% | 49 |
|
|
2019
Q2 | $615K | Sell |
2,519
-7,111
| -74% | -$1.74M | 0.07% | 173 |
|
|
2019
Q1 | $2.38M | Buy |
9,630
+1,519
| +19% | +$376K | 0.35% | 87 |
|
|
2018
Q4 | $2.02M | Sell |
8,111
-3,494
| -30% | -$871K | 0.35% | 95 |
|
|
2018
Q3 | $3.09M | Buy |
11,605
+4,346
| +60% | +$1.16M | 0.53% | 73 |
|
|
2018
Q2 | $1.78M | Sell |
7,259
-2,215
| -23% | -$543K | 0.36% | 103 |
|
|
2018
Q1 | $2.03M | Buy |
9,474
+3,615
| +62% | +$773K | 0.4% | 87 |
|
|
2017
Q4 | $1.29M | Sell |
5,859
-6,536
| -53% | -$1.44M | 1.55% | 17 |
|
|
2017
Q3 | $2.43M | Buy |
12,395
+490
| +4% | +$96K | 1.29% | 19 |
|
|
2017
Q2 | $2.21M | Sell |
11,905
-10,928
| -48% | -$2.03M | 0.83% | 24 |
|
|
2017
Q1 | $3.75M | Buy |
22,833
+18,569
| +435% | +$3.05M | 1.65% | 17 |
|
|
2016
Q4 | $682K | Sell |
4,264
-18,325
| -81% | -$2.93M | 1.42% | 21 |
|
|
2016
Q3 | $3.16M | Buy |
+22,589
| New | +$3.16M | 1.74% | 14 |
|
|
2015
Q2 | – | Sell |
-2,065
| Closed | -$244K | – | 125 |
|
|
2015
Q1 | $244K | Buy |
+2,065
| New | +$244K | 0.32% | 69 |
|