EPA
Element Pointe Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Buy |
2,151
+1,558
| +263% | +$486K | 0.16% | 45 |
|
|
2025
Q1 | $311K | Sell |
593
-19
| -3% | -$9.95K | 0.08% | 55 |
|
|
2024
Q4 | $310K | Hold |
612
| – | – | 0.07% | 57 |
|
|
2024
Q3 | $358K | Hold |
612
| – | – | 0.09% | 51 |
|
|
2024
Q2 | $312K | Sell |
612
-96
| -14% | -$48.9K | 0.08% | 54 |
|
|
2024
Q1 | $350K | Sell |
708
-291
| -29% | -$144K | 0.09% | 53 |
|
|
2023
Q4 | $526K | Buy |
999
+153
| +18% | +$80.6K | 0.13% | 48 |
|
|
2023
Q3 | $427K | Buy |
846
+134
| +19% | +$67.6K | 0.11% | 45 |
|
|
2023
Q2 | $342K | Hold |
712
| – | – | 0.09% | 51 |
|
|
2023
Q1 | $336K | Buy |
712
+9
| +1% | +$4.25K | 0.09% | 55 |
|
|
2022
Q4 | $373K | Sell |
703
-525
| -43% | -$278K | 0.12% | 42 |
|
|
2022
Q3 | $620K | Buy |
1,228
+71
| +6% | +$35.8K | 0.36% | 31 |
|
|
2022
Q2 | $594K | Buy |
1,157
+42
| +4% | +$21.6K | 0.25% | 38 |
|
|
2022
Q1 | $569K | Hold |
1,115
| – | – | 0.19% | 57 |
|
|
2021
Q4 | $560K | Hold |
1,115
| – | – | 0.17% | 74 |
|
|
2021
Q3 | $436K | Hold |
1,115
| – | – | 0.15% | 77 |
|
|
2021
Q2 | $462K | Sell |
1,115
-114
| -9% | -$47.2K | 0.14% | 84 |
|
|
2021
Q1 | $457K | Sell |
1,229
-5
| -0.4% | -$1.86K | 0.15% | 90 |
|
|
2020
Q4 | $433K | Hold |
1,234
| – | – | 0.16% | 83 |
|
|
2020
Q3 | $384K | Hold |
1,234
| – | – | 0.17% | 80 |
|
|
2020
Q2 | $363K | Buy |
1,234
+124
| +11% | +$36.5K | 0.19% | 67 |
|
|
2020
Q1 | $276K | Sell |
1,110
-40
| -3% | -$9.95K | 0.17% | 64 |
|
|
2019
Q4 | $338K | Hold |
1,150
| – | – | 0.18% | 63 |
|
|
2019
Q3 | $250K | Hold |
1,150
| – | – | 0.14% | 78 |
|
|
2019
Q2 | $281K | Buy |
+1,150
| New | +$281K | 0.16% | 73 |
|
|
2019
Q1 | – | Sell |
-1,135
| Closed | -$283K | – | 97 |
|
|
2018
Q4 | $283K | Buy |
+1,135
| New | +$283K | 0.18% | 56 |
|