HAS
HBW Advisory Services’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Buy |
12,115
+3,415
| +39% | +$1.07M | 0.47% | 44 |
|
|
2025
Q1 | $4.56M | Buy |
8,700
+149
| +2% | +$78K | 0.65% | 29 |
|
|
2024
Q4 | $4.33M | Sell |
8,551
-394
| -4% | -$199K | 0.44% | 33 |
|
|
2024
Q3 | $5.23M | Sell |
8,945
-486
| -5% | -$284K | 0.76% | 23 |
|
|
2024
Q2 | $4.8M | Buy |
9,431
+516
| +6% | +$263K | 0.8% | 23 |
|
|
2024
Q1 | $4.69M | Hold |
8,915
| – | – | 0.88% | 22 |
|
|
2023
Q4 | $4.69M | Sell |
8,915
-192
| -2% | -$101K | 0.88% | 22 |
|
|
2023
Q3 | $4.59M | Sell |
9,107
-740
| -8% | -$373K | 0.96% | 17 |
|
|
2023
Q2 | $3.06M | Buy |
9,847
+246
| +3% | +$76.3K | 0.66% | 41 |
|
|
2023
Q1 | $4.54M | Sell |
9,601
-142
| -1% | -$67.1K | 1.13% | 20 |
|
|
2022
Q4 | $5.17M | Sell |
9,743
-594
| -6% | -$315K | 1.36% | 13 |
|
|
2022
Q3 | $5.22M | Sell |
10,337
-43
| -0.4% | -$21.7K | 1.46% | 9 |
|
|
2022
Q2 | $5.33M | Buy |
10,380
+5,256
| +103% | +$2.7M | 1.38% | 9 |
|
|
2022
Q1 | $2.61M | Sell |
5,124
-6,452
| -56% | -$3.29M | 0.92% | 25 |
|
|
2021
Q4 | $5.81M | Buy |
11,576
+274
| +2% | +$138K | 1.35% | 13 |
|
|
2021
Q3 | $4.42M | Sell |
11,302
-747
| -6% | -$292K | 1.14% | 22 |
|
|
2021
Q2 | $4.83M | Buy |
12,049
+478
| +4% | +$191K | 1.27% | 14 |
|
|
2021
Q1 | $4.31M | Buy |
11,571
+839
| +8% | +$312K | 1.15% | 22 |
|
|
2020
Q4 | $3.76M | Buy |
10,732
+498
| +5% | +$175K | 1.14% | 27 |
|
|
2020
Q3 | $3.19M | Buy |
10,234
+1,867
| +22% | +$582K | 1.31% | 23 |
|
|
2020
Q2 | $2.47M | Buy |
8,367
+44
| +0.5% | +$13K | 1.15% | 22 |
|
|
2020
Q1 | $2.11M | Buy |
8,323
+520
| +7% | +$132K | 1.52% | 20 |
|
|
2019
Q4 | $2.2M | Buy |
+7,803
| New | +$2.2M | 1.28% | 31 |
|