EPIQ Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
3,550
+1,550
| +78% | +$484K | 0.56% | 41 |
|
|
2025
Q1 | $1.05M | Hold |
2,000
| – | – | 0.55% | 43 |
|
|
2024
Q4 | $1.01M | Hold |
2,000
| – | – | 0.55% | 41 |
|
|
2024
Q3 | $1.17M | Hold |
2,000
| – | – | 0.65% | 37 |
|
|
2024
Q2 | $1.02M | Hold |
2,000
| – | – | 0.69% | 36 |
|
|
2024
Q1 | $989K | Hold |
2,000
| – | – | 0.66% | 38 |
|
|
2023
Q4 | $1.05M | Sell |
2,000
-178
| -8% | -$93.7K | 0.76% | 36 |
|
|
2023
Q3 | $1.1M | Hold |
2,178
| – | – | 0.83% | 33 |
|
|
2023
Q2 | $1.05M | Hold |
2,178
| – | – | 0.71% | 37 |
|
|
2023
Q1 | $1.03M | Hold |
2,178
| – | – | 0.71% | 40 |
|
|
2022
Q4 | $1.15M | Buy |
2,178
+30
| +1% | +$15.9K | 0.77% | 40 |
|
|
2022
Q3 | $1.09M | Hold |
2,148
| – | – | 0.67% | 43 |
|
|
2022
Q2 | $1.1M | Buy |
2,148
+26
| +1% | +$13.4K | 0.68% | 46 |
|
|
2022
Q1 | $1.08M | Buy |
2,122
+122
| +6% | +$62.2K | 0.58% | 51 |
|
|
2021
Q4 | $1M | Hold |
2,000
| – | – | 0.54% | 51 |
|
|
2021
Q3 | $781K | Buy |
+2,000
| New | +$781K | 0.36% | 55 |
|