ETIA
Epic Trust Investment Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.18M | Buy |
2,325
+178
| +8% | +$90.7K | 1.3% | 15 |
|
|
2024
Q1 | $1.06M | Buy |
2,147
+77
| +4% | +$38.1K | 1.31% | 16 |
|
|
2023
Q4 | $1.09M | Buy |
2,070
+86
| +4% | +$45.3K | 1.46% | 16 |
|
|
2023
Q3 | $1M | Sell |
1,984
-25
| -1% | -$12.6K | 1.57% | 16 |
|
|
2023
Q2 | $966K | Sell |
2,009
-588
| -23% | -$283K | 1.37% | 17 |
|
|
2023
Q1 | $1.23M | Buy |
2,597
+819
| +46% | +$387K | 1.5% | 13 |
|
|
2022
Q4 | $943K | Buy |
1,778
+238
| +15% | +$126K | 1.42% | 17 |
|
|
2022
Q3 | $778K | Buy |
1,540
+241
| +19% | +$122K | 1.08% | 26 |
|
|
2022
Q2 | $668K | Buy |
1,299
+40
| +3% | +$20.6K | 1.26% | 26 |
|
|
2022
Q1 | $742K | Buy |
1,259
+503
| +67% | +$296K | 1.16% | 24 |
|
|
2021
Q4 | $380K | Buy |
+756
| New | +$380K | 0.55% | 42 |
|