HIA
Harbor Investment Advisory’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.53M | Sell |
27,344
-5,103
| -16% | -$1.59M | 0.76% | 23 |
|
|
2025
Q1 | $17M | Sell |
32,447
-2,118
| -6% | -$1.11M | 1.65% | 7 |
|
|
2024
Q4 | $17.5M | Sell |
34,565
-256
| -0.7% | -$130K | 1.63% | 7 |
|
|
2024
Q3 | $20.4M | Sell |
34,821
-831
| -2% | -$486K | 2.01% | 7 |
|
|
2024
Q2 | $18.2M | Sell |
35,652
-294
| -0.8% | -$150K | 1.89% | 7 |
|
|
2024
Q1 | $17.8M | Buy |
35,946
+1,129
| +3% | +$559K | 1.86% | 7 |
|
|
2023
Q4 | $18.3M | Buy |
34,817
+186
| +0.5% | +$97.9K | 2.12% | 7 |
|
|
2023
Q3 | $17.5M | Sell |
34,631
-1,131
| -3% | -$570K | 2.29% | 7 |
|
|
2023
Q2 | $17.2M | Buy |
35,762
+3,253
| +10% | +$1.56M | 2.39% | 6 |
|
|
2023
Q1 | $15.4M | Sell |
32,509
-1,279
| -4% | -$604K | 2.3% | 6 |
|
|
2022
Q4 | $17.9M | Sell |
33,788
-406
| -1% | -$215K | 2.8% | 4 |
|
|
2022
Q3 | $17.3M | Buy |
34,194
+5
| +0% | +$2.53K | 2.84% | 5 |
|
|
2022
Q2 | $17.6M | Buy |
34,189
+1,338
| +4% | +$687K | 2.81% | 5 |
|
|
2022
Q1 | $16.8M | Buy |
32,851
+187
| +0.6% | +$95.4K | 2.22% | 6 |
|
|
2021
Q4 | $16.4M | Sell |
32,664
-78
| -0.2% | -$39.2K | 2.08% | 5 |
|
|
2021
Q3 | $12.8M | Buy |
32,742
+140
| +0.4% | +$54.7K | 1.73% | 7 |
|
|
2021
Q2 | $13.1M | Buy |
32,602
+117
| +0.4% | +$46.9K | 1.77% | 6 |
|
|
2021
Q1 | $12.1M | Buy |
32,485
+318
| +1% | +$118K | 1.82% | 6 |
|
|
2020
Q4 | $11.3M | Buy |
32,167
+571
| +2% | +$200K | 1.81% | 6 |
|
|
2020
Q3 | $9.85M | Sell |
31,596
-989
| -3% | -$308K | 1.89% | 6 |
|
|
2020
Q2 | $9.61M | Buy |
32,585
+856
| +3% | +$252K | 2.04% | 6 |
|
|
2020
Q1 | $7.91M | Buy |
31,729
+573
| +2% | +$143K | 2.13% | 7 |
|
|
2019
Q4 | $9.16M | Buy |
+31,156
| New | +$9.16M | 2.11% | 8 |
|