HG
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Harbor Group’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$706K Buy
2,264
+1,864
+466% +$581K 0.13% 53
2025
Q1
$209K Hold
400
0.04% 90
2024
Q4
$202K Buy
400
+1
+0.3% +$505 0.05% 90
2024
Q3
$233K Hold
399
0.05% 81
2024
Q2
$203K Buy
+399
New +$203K 0.05% 83
2024
Q1
Sell
-401
Closed -$211K 87
2023
Q4
$211K Buy
401
+2
+0.5% +$1.05K 0.06% 74
2023
Q3
$201K Buy
+399
New +$201K 0.11% 62
2023
Q2
Sell
-441
Closed -$208K 70
2023
Q1
$208K Buy
441
+43
+11% +$20.3K 0.12% 59
2022
Q4
$211K Buy
+398
New +$211K 0.14% 51