EFMC
Empire Financial Management Company’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
4,523
-19
| -0.4% | -$5.93K | 0.41% | 80 |
|
|
2025
Q1 | $2.38M | Buy |
4,542
+390
| +9% | +$204K | 0.74% | 41 |
|
|
2024
Q4 | $2.1M | Sell |
4,152
-64
| -2% | -$32.4K | 0.66% | 48 |
|
|
2024
Q3 | $2.47M | Buy |
4,216
+37
| +0.9% | +$21.6K | 0.76% | 39 |
|
|
2024
Q2 | $2.13M | Buy |
4,179
+136
| +3% | +$69.3K | 0.7% | 42 |
|
|
2024
Q1 | $2M | Buy |
4,043
+894
| +28% | +$442K | 0.66% | 48 |
|
|
2023
Q4 | $1.66M | Buy |
3,149
+2,425
| +335% | +$1.28M | 0.65% | 51 |
|
|
2023
Q3 | $365K | Sell |
724
-91
| -11% | -$45.9K | 0.16% | 142 |
|
|
2023
Q2 | $392K | Buy |
815
+45
| +6% | +$21.6K | 0.16% | 138 |
|
|
2023
Q1 | $364K | Buy |
+770
| New | +$364K | 0.15% | 145 |
|