Epic Trust Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $1M | Sell |
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|
2023
Q2 | $966K | Sell |
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|
2023
Q1 | $1.23M | Buy |
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|
2022
Q4 | $943K | Buy |
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|
2022
Q3 | $778K | Buy |
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|
2022
Q2 | $668K | Buy |
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|
2022
Q1 | $742K | Buy |
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|
2021
Q4 | $380K | Buy |
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