EFI
EHP Funds Inc’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,500
| Closed | -$786K | – | 52 |
|
|
2025
Q1 | $786K | Sell |
1,500
-100
| -6% | -$52.4K | 0.62% | 22 |
|
|
2024
Q4 | $809K | Buy |
1,600
+700
| +78% | +$354K | 0.75% | 24 |
|
|
2024
Q3 | $526K | Buy |
+900
| New | +$526K | 0.33% | 21 |
|
|
2024
Q2 | – | Sell |
-500
| Closed | -$247K | – | 139 |
|
|
2024
Q1 | $247K | Buy |
+500
| New | +$247K | 0.1% | 99 |
|
|
2023
Q3 | – | Sell |
-900
| Closed | -$433K | – | 297 |
|
|
2023
Q2 | $433K | Sell |
900
-300
| -25% | -$144K | 0.11% | 137 |
|
|
2023
Q1 | $567K | Buy |
1,200
+300
| +33% | +$142K | 0.11% | 130 |
|
|
2022
Q4 | $477K | Hold |
900
| – | – | 0.09% | 128 |
|
|
2022
Q3 | $455K | Sell |
900
-200
| -18% | -$101K | 0.09% | 155 |
|
|
2022
Q2 | $565K | Sell |
1,100
-400
| -27% | -$205K | 0.09% | 140 |
|
|
2022
Q1 | $765K | Buy |
+1,500
| New | +$765K | 0.13% | 144 |
|