EL
Essex LLC’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-877
| Closed | -$459K | – | 184 |
|
|
2025
Q1 | $459K | Buy |
+877
| New | +$459K | 0.1% | 107 |
|
|
2023
Q2 | – | Sell |
-520
| Closed | -$276K | – | 161 |
|
|
2023
Q1 | $276K | Hold |
520
| – | – | 0.08% | 128 |
|
|
2022
Q4 | $276K | Buy |
520
+66
| +15% | +$35K | 0.08% | 128 |
|
|
2022
Q3 | $229K | Hold |
454
| – | – | 0.08% | 134 |
|
|
2022
Q2 | $233K | Sell |
454
-168
| -27% | -$86.2K | 0.07% | 141 |
|
|
2022
Q1 | $317K | Buy |
622
+30
| +5% | +$15.3K | 0.09% | 133 |
|
|
2021
Q4 | $297K | Hold |
592
| – | – | 0.08% | 143 |
|
|
2021
Q3 | $231K | Buy |
+592
| New | +$231K | 0.06% | 154 |
|