HFS
Hantz Financial Services’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Sell |
45,548
-29,359
| -39% | -$9.16M | 0.23% | 75 |
|
|
2025
Q1 | $39.2M | Sell |
74,907
-1,948
| -3% | -$1.02M | 0.69% | 26 |
|
|
2024
Q4 | $38.9M | Sell |
76,855
-10,403
| -12% | -$5.26M | 0.68% | 29 |
|
|
2024
Q3 | $51M | Buy |
87,258
+6,478
| +8% | +$3.79M | 0.91% | 19 |
|
|
2024
Q2 | $41.1M | Sell |
80,780
-1,696
| -2% | -$864K | 0.79% | 23 |
|
|
2024
Q1 | $40.8M | Sell |
82,476
-8,900
| -10% | -$4.4M | 0.8% | 28 |
|
|
2023
Q4 | $48.1M | Sell |
91,376
-4,098
| -4% | -$2.16M | 1.05% | 17 |
|
|
2023
Q3 | $48.1M | Buy |
95,474
+1,513
| +2% | +$763K | 1.22% | 11 |
|
|
2023
Q2 | $45.2M | Buy |
93,961
+1,082
| +1% | +$520K | 1.13% | 13 |
|
|
2023
Q1 | $43.9M | Buy |
92,879
+8,450
| +10% | +$3.99M | 1.2% | 10 |
|
|
2022
Q4 | $44.8M | Buy |
84,429
+3,969
| +5% | +$2.1M | 1.35% | 6 |
|
|
2022
Q3 | $40.6M | Sell |
80,460
-433
| -0.5% | -$219K | 1.4% | 6 |
|
|
2022
Q2 | $41.5M | Sell |
80,893
-8,880
| -10% | -$4.56M | 1.4% | 10 |
|
|
2022
Q1 | $45.8M | Buy |
89,773
+5,335
| +6% | +$2.72M | 1.35% | 11 |
|
|
2021
Q4 | $42.4M | Buy |
84,438
+4,888
| +6% | +$2.45M | 1.22% | 14 |
|
|
2021
Q3 | $31.1M | Buy |
79,550
+8,006
| +11% | +$3.13M | 1.02% | 20 |
|
|
2021
Q2 | $28.6M | Buy |
71,544
+3,041
| +4% | +$1.22M | 1.05% | 22 |
|
|
2021
Q1 | $25.5M | Buy |
68,503
+2,956
| +5% | +$1.1M | 1.06% | 21 |
|
|
2020
Q4 | $23M | Buy |
65,547
+2,477
| +4% | +$869K | 1.03% | 23 |
|
|
2020
Q3 | $19.7M | Buy |
63,070
+43,929
| +230% | +$13.7M | 1% | 23 |
|
|
2020
Q2 | $5.65M | Buy |
19,141
+776
| +4% | +$229K | 0.32% | 91 |
|
|
2020
Q1 | $4.58M | Buy |
+18,365
| New | +$4.58M | 0.32% | 92 |
|