HPIA
Hamilton Point Investment Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Buy |
1,671
+67
| +4% | +$20.9K | 0.09% | 91 |
|
|
2025
Q1 | $840K | Sell |
1,604
-143
| -8% | -$74.9K | 0.15% | 74 |
|
|
2024
Q4 | $884K | Buy |
1,747
+1,335
| +324% | +$675K | 0.16% | 75 |
|
|
2024
Q3 | $241K | Hold |
412
| – | – | 0.04% | 110 |
|
|
2024
Q2 | $210K | Buy |
+412
| New | +$210K | 0.04% | 110 |
|