EDRH
Edmond de Rothschild Holding’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.84M | Sell |
25,125
-22,676
| -47% | -$7.07M | 0.13% | 142 |
|
|
2025
Q1 | $25M | Sell |
47,801
-3,998
| -8% | -$2.09M | 0.44% | 63 |
|
|
2024
Q4 | $26.2M | Sell |
51,799
-20,175
| -28% | -$10.2M | 0.45% | 61 |
|
|
2024
Q3 | $42.1M | Sell |
71,974
-3,771
| -5% | -$2.2M | 0.68% | 34 |
|
|
2024
Q2 | $38.6M | Sell |
75,745
-52,301
| -41% | -$26.6M | 0.66% | 38 |
|
|
2024
Q1 | $63.3M | Sell |
128,046
-17,976
| -12% | -$8.89M | 1.06% | 22 |
|
|
2023
Q4 | $76.9M | Sell |
146,022
-21,283
| -13% | -$11.2M | 1.38% | 14 |
|
|
2023
Q3 | $84.4M | Buy |
167,305
+7,525
| +5% | +$3.79M | 1.7% | 11 |
|
|
2023
Q2 | $76.8M | Buy |
159,780
+44,423
| +39% | +$21.4M | 1.51% | 12 |
|
|
2023
Q1 | $54.5M | Buy |
115,357
+9,760
| +9% | +$4.61M | 1.24% | 17 |
|
|
2022
Q4 | $56M | Buy |
105,597
+22,245
| +27% | +$11.8M | 1.3% | 15 |
|
|
2022
Q3 | $42.1M | Buy |
83,352
+1,167
| +1% | +$589K | 1.11% | 21 |
|
|
2022
Q2 | $42.2M | Sell |
82,185
-7,275
| -8% | -$3.74M | 1.02% | 23 |
|
|
2022
Q1 | $45.6M | Buy |
89,460
+372
| +0.4% | +$190K | 0.99% | 24 |
|
|
2021
Q4 | $44.7M | Buy |
89,088
+255
| +0.3% | +$128K | 0.97% | 26 |
|
|
2021
Q3 | $34.7M | Buy |
88,833
+6,914
| +8% | +$2.7M | 0.8% | 36 |
|
|
2021
Q2 | $32.8M | Buy |
81,919
+37,320
| +84% | +$14.9M | 0.76% | 39 |
|
|
2021
Q1 | $16.6M | Buy |
44,599
+269
| +0.6% | +$100K | 0.45% | 65 |
|
|
2020
Q4 | $15.5M | Buy |
44,330
+1,105
| +3% | +$388K | 0.52% | 57 |
|
|
2020
Q3 | $13.5M | Sell |
43,225
-7,069
| -14% | -$2.2M | 0.53% | 52 |
|
|
2020
Q2 | $14.8M | Buy |
50,294
+1,763
| +4% | +$520K | 0.61% | 47 |
|
|
2020
Q1 | $12.1M | Buy |
48,531
+960
| +2% | +$239K | 0.63% | 42 |
|
|
2019
Q4 | $14M | Sell |
47,571
-10,669
| -18% | -$3.14M | 0.55% | 57 |
|
|
2019
Q3 | $12.7M | Buy |
58,240
+2,968
| +5% | +$645K | 0.51% | 58 |
|
|
2019
Q2 | $13.5M | Buy |
55,272
+8,603
| +18% | +$2.1M | 0.51% | 51 |
|
|
2019
Q1 | $11.5M | Sell |
46,669
-2,577
| -5% | -$637K | 0.4% | 67 |
|
|
2018
Q4 | $12.3M | Buy |
49,246
+1,357
| +3% | +$338K | 0.43% | 64 |
|
|
2018
Q3 | $12.7M | Buy |
47,889
+491
| +1% | +$131K | 0.36% | 68 |
|
|
2018
Q2 | $11.6M | Sell |
47,398
-585
| -1% | -$144K | 0.33% | 75 |
|
|
2018
Q1 | $10.3M | Sell |
47,983
-16,136
| -25% | -$3.45M | 0.3% | 81 |
|
|
2017
Q4 | $14.1M | Sell |
64,119
-15,093
| -19% | -$3.33M | 0.41% | 70 |
|
|
2017
Q3 | $15.5M | Sell |
79,212
-681
| -0.9% | -$133K | 0.44% | 65 |
|
|
2017
Q2 | $14.8M | Sell |
79,893
-1,832
| -2% | -$340K | 0.42% | 68 |
|
|
2017
Q1 | $13.4M | Buy |
81,725
+11
| +0% | +$1.8K | 0.36% | 77 |
|
|
2016
Q4 | $13.1M | Buy |
81,714
+6,021
| +8% | +$964K | 0.36% | 74 |
|
|
2016
Q3 | $10.6M | Buy |
75,693
+3,048
| +4% | +$427K | 0.32% | 78 |
|
|
2016
Q2 | $10.3M | Buy |
72,645
+2,630
| +4% | +$371K | 0.33% | 82 |
|
|
2016
Q1 | $9.03M | Sell |
70,015
-10,305
| -13% | -$1.33M | 0.29% | 93 |
|
|
2015
Q4 | $9.45M | Sell |
80,320
-17,072
| -18% | -$2.01M | 0.25% | 101 |
|
|
2015
Q3 | $11.3M | Sell |
97,392
-2,300
| -2% | -$267K | 0.28% | 78 |
|
|
2015
Q2 | $12.2M | Buy |
+99,692
| New | +$12.2M | 0.26% | 84 |
|