EFG
Embree Financial Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-463
| Closed | -$242K | – | 219 |
|
|
2025
Q1 | $242K | Sell |
463
-5
| -1% | -$2.62K | 0.04% | 185 |
|
|
2024
Q4 | $237K | Sell |
468
-4
| -0.8% | -$2.02K | 0.04% | 175 |
|
|
2024
Q3 | $276K | Buy |
472
+6
| +1% | +$3.51K | 0.05% | 159 |
|
|
2024
Q2 | $238K | Sell |
466
-147
| -24% | -$74.9K | 0.05% | 165 |
|
|
2024
Q1 | $303K | Buy |
613
+66
| +12% | +$32.6K | 0.06% | 153 |
|
|
2023
Q4 | $288K | Buy |
+547
| New | +$288K | 0.06% | 146 |
|