HAM
Harmony Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
1,075
+647
| +151% | +$202K | 0.13% | 133 |
|
|
2025
Q1 | $224K | Sell |
428
-4,668
| -92% | -$2.45M | 0.09% | 147 |
|
|
2024
Q4 | $2.58M | Sell |
5,096
-110
| -2% | -$55.6K | 1.02% | 25 |
|
|
2024
Q3 | $3.04M | Sell |
5,206
-972
| -16% | -$568K | 1.12% | 27 |
|
|
2024
Q2 | $3.15M | Sell |
6,178
-180
| -3% | -$91.7K | 1.32% | 20 |
|
|
2024
Q1 | $3.15M | Buy |
6,358
+175
| +3% | +$86.6K | 1.3% | 27 |
|
|
2023
Q4 | $3.26M | Buy |
+6,183
| New | +$3.26M | 1.38% | 19 |
|