EAM
Empirical Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Buy |
2,436
+1,176
| +93% | +$367K | 0.24% | 128 |
|
|
2025
Q1 | $660K | Sell |
1,260
-20,596
| -94% | -$10.8M | 0.23% | 134 |
|
|
2024
Q4 | $355K | Buy |
21,856
+3,157
| +17% | +$51.2K | 0.12% | 206 |
|
|
2024
Q3 | $204K | Buy |
18,699
+87
| +0.5% | +$951 | 0.07% | 270 |
|
|
2024
Q2 | $136K | Buy |
+18,612
| New | +$136K | 0.05% | 314 |
|
|
2023
Q2 | – | Sell |
-588
| Closed | -$278K | – | 182 |
|
|
2023
Q1 | $278K | Buy |
+588
| New | +$278K | 0.27% | 113 |
|
|
2022
Q4 | – | Sell |
-430
| Closed | -$217K | – | 177 |
|
|
2022
Q3 | $217K | Sell |
430
-30
| -7% | -$15.1K | 0.24% | 131 |
|
|
2022
Q2 | $236K | Sell |
460
-131
| -22% | -$67.2K | 0.25% | 137 |
|
|
2022
Q1 | $301K | Buy |
591
+43
| +8% | +$21.9K | 0.29% | 109 |
|
|
2021
Q4 | $275K | Buy |
+548
| New | +$275K | 0.27% | 118 |
|