HIC
Harvey Investment Company’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
5,226
+380
| +8% | +$119K | 0.18% | 60 |
|
|
2025
Q1 | $2.54M | Buy |
4,846
+5
| +0.1% | +$2.62K | 0.28% | 48 |
|
|
2024
Q4 | $2.45M | Buy |
4,841
+190
| +4% | +$96.1K | 0.28% | 47 |
|
|
2024
Q3 | $2.72M | Hold |
4,651
| – | – | 0.31% | 49 |
|
|
2024
Q2 | $2.37M | Sell |
4,651
-50
| -1% | -$25.5K | 0.28% | 49 |
|
|
2024
Q1 | $2.33M | Buy |
4,701
+70
| +2% | +$34.6K | 0.26% | 50 |
|
|
2023
Q4 | $2.44M | Sell |
4,631
-145
| -3% | -$76.3K | 0.3% | 49 |
|
|
2023
Q3 | $2.41M | Hold |
4,776
| – | – | 0.32% | 48 |
|
|
2023
Q2 | $2.3M | Sell |
4,776
-177
| -4% | -$85.1K | 0.3% | 50 |
|
|
2023
Q1 | $2.34M | Buy |
4,953
+213
| +4% | +$101K | 0.29% | 50 |
|
|
2022
Q4 | $2.51M | Sell |
4,740
-40
| -0.8% | -$21.2K | 0.32% | 48 |
|
|
2022
Q3 | $2.41M | Sell |
4,780
-55
| -1% | -$27.8K | 0.35% | 46 |
|
|
2022
Q2 | $2.48M | Buy |
4,835
+20
| +0.4% | +$10.3K | 0.35% | 48 |
|
|
2022
Q1 | $2.46M | Buy |
4,815
+10
| +0.2% | +$5.1K | 0.3% | 49 |
|
|
2021
Q4 | $2.41M | Buy |
4,805
+90
| +2% | +$45.2K | 0.28% | 49 |
|
|
2021
Q3 | $1.84M | Buy |
4,715
+535
| +13% | +$209K | 0.24% | 53 |
|
|
2021
Q2 | $1.67M | Buy |
4,180
+180
| +5% | +$72.1K | 0.22% | 52 |
|
|
2021
Q1 | $1.49M | Buy |
+4,000
| New | +$1.49M | 0.21% | 53 |
|