EFG
Ethos Financial Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Sell |
1,838
-453
| -20% | -$141K | 0.05% | 246 |
|
|
2025
Q1 | $1.16M | Buy |
2,291
+17
| +0.7% | +$8.6K | 0.11% | 146 |
|
|
2024
Q4 | $1.15M | Sell |
2,274
-912
| -29% | -$461K | 0.15% | 97 |
|
|
2024
Q3 | $1.86M | Buy |
3,186
+700
| +28% | +$409K | 0.31% | 58 |
|
|
2024
Q2 | $1.28M | Buy |
2,486
+270
| +12% | +$139K | 0.23% | 68 |
|
|
2024
Q1 | $1.1M | Buy |
2,216
+319
| +17% | +$158K | 0.21% | 72 |
|
|
2023
Q4 | $999K | Buy |
1,897
+423
| +29% | +$223K | 0.21% | 74 |
|
|
2023
Q3 | $743K | Buy |
1,474
+418
| +40% | +$211K | 0.19% | 73 |
|
|
2023
Q2 | $499K | Hold |
1,056
| – | – | 0.17% | 70 |
|
|
2023
Q1 | $499K | Sell |
1,056
-267
| -20% | -$126K | 0.16% | 83 |
|
|
2022
Q4 | $702K | Buy |
+1,323
| New | +$702K | 0.24% | 60 |
|