Harvey Investment Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
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|
2025
Q1 | $2.54M | Buy |
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|
2024
Q4 | $2.45M | Buy |
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|
2024
Q3 | $2.72M | Hold |
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|
2024
Q2 | $2.37M | Sell |
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|
2024
Q1 | $2.33M | Buy |
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|
2023
Q4 | $2.44M | Sell |
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|
2023
Q3 | $2.41M | Hold |
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|
2023
Q2 | $2.3M | Sell |
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|
2023
Q1 | $2.34M | Buy |
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|
2022
Q4 | $2.51M | Sell |
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|
2022
Q3 | $2.41M | Sell |
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|
2022
Q2 | $2.48M | Buy |
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|
2022
Q1 | $2.46M | Buy |
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|
2021
Q4 | $2.41M | Buy |
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|
2021
Q3 | $1.84M | Buy |
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|
2021
Q2 | $1.67M | Buy |
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|
2021
Q1 | $1.49M | Buy |
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