Edmond de Rothschild Holding’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.84M | Sell |
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|
2025
Q1 | $25M | Sell |
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|
2024
Q4 | $26.2M | Sell |
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|
2024
Q3 | $42.1M | Sell |
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|
2024
Q2 | $38.6M | Sell |
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|
2024
Q1 | $63.3M | Sell |
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|
2023
Q4 | $76.9M | Sell |
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|
2023
Q3 | $84.4M | Buy |
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|
2023
Q2 | $76.8M | Buy |
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|
2023
Q1 | $54.5M | Buy |
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|
2022
Q4 | $56M | Buy |
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|
2022
Q3 | $42.1M | Buy |
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|
2022
Q2 | $42.2M | Sell |
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|
2022
Q1 | $45.6M | Buy |
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|
2021
Q4 | $44.7M | Buy |
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|
2021
Q3 | $34.7M | Buy |
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|
2021
Q2 | $32.8M | Buy |
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|
2021
Q1 | $16.6M | Buy |
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|
2020
Q4 | $15.5M | Buy |
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|
2020
Q3 | $13.5M | Sell |
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|
2020
Q2 | $14.8M | Buy |
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|
2020
Q1 | $12.1M | Buy |
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|
2019
Q4 | $14M | Sell |
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|
2019
Q3 | $12.7M | Buy |
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|
2019
Q2 | $13.5M | Buy |
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|
2019
Q1 | $11.5M | Sell |
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|
2018
Q4 | $12.3M | Buy |
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|
2018
Q3 | $12.7M | Buy |
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|
2018
Q2 | $11.6M | Sell |
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|
2018
Q1 | $10.3M | Sell |
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|
2017
Q4 | $14.1M | Sell |
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|
2017
Q3 | $15.5M | Sell |
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|
2017
Q2 | $14.8M | Sell |
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|
2017
Q1 | $13.4M | Buy |
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|
2016
Q4 | $13.1M | Buy |
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|
2016
Q3 | $10.6M | Buy |
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|
2016
Q2 | $10.3M | Buy |
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|
2016
Q1 | $9.03M | Sell |
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|
2015
Q4 | $9.45M | Sell |
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|
2015
Q3 | $11.3M | Sell |
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|
2015
Q2 | $12.2M | Buy |
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