HAG
HighPoint Advisor Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.05M | Sell |
22,592
-2,896
| -11% | -$903K | 0.37% | 44 |
|
|
2025
Q1 | $10.4M | Sell |
25,488
-427
| -2% | -$175K | 0.61% | 30 |
|
|
2024
Q4 | $13.7M | Sell |
25,915
-5,567
| -18% | -$2.94M | 0.74% | 24 |
|
|
2024
Q3 | $18.4M | Sell |
31,482
-175
| -0.6% | -$102K | 1.07% | 16 |
|
|
2024
Q2 | $18.2M | Buy |
31,657
+10,809
| +52% | +$6.23M | 1.09% | 17 |
|
|
2024
Q1 | $10.7M | Sell |
20,848
-527
| -2% | -$270K | 0.75% | 24 |
|
|
2023
Q4 | $10.4M | Buy |
+21,375
| New | +$10.4M | 0.74% | 25 |
|
|
2022
Q2 | $8.15M | Buy |
+15,814
| New | +$8.15M | 0.89% | 20 |
|
|
2021
Q3 | $6.07M | Buy |
15,540
+222
| +1% | +$86.7K | 0.59% | 31 |
|
|
2021
Q2 | $6.13M | Buy |
15,318
+2,799
| +22% | +$1.12M | 0.62% | 30 |
|
|
2021
Q1 | $4.71M | Sell |
12,519
-497
| -4% | -$187K | 0.55% | 38 |
|
|
2020
Q4 | $4.29M | Buy |
13,016
+4,808
| +59% | +$1.58M | 0.52% | 38 |
|
|
2020
Q3 | $2.91M | Buy |
8,208
+503
| +7% | +$178K | 0.53% | 39 |
|
|
2020
Q2 | $2.29M | Buy |
7,705
+226
| +3% | +$67.3K | 0.49% | 46 |
|
|
2020
Q1 | $2.18M | Sell |
7,479
-429
| -5% | -$125K | 0.52% | 43 |
|
|
2019
Q4 | $2.37M | Buy |
7,908
+248
| +3% | +$74.5K | 0.49% | 49 |
|
|
2019
Q3 | $1.97M | Buy |
7,660
+825
| +12% | +$212K | 0.43% | 58 |
|
|
2019
Q2 | $1.75M | Buy |
6,835
+507
| +8% | +$129K | 0.41% | 58 |
|
|
2019
Q1 | $1.51M | Buy |
6,328
+852
| +16% | +$203K | 0.37% | 60 |
|
|
2018
Q4 | $1.48M | Buy |
5,476
+63
| +1% | +$17K | 0.39% | 57 |
|
|
2018
Q3 | $1.42M | Buy |
5,413
+549
| +11% | +$144K | 0.39% | 60 |
|
|
2018
Q2 | $1.28M | Buy |
4,864
+137
| +3% | +$36.1K | 0.35% | 70 |
|
|
2018
Q1 | $1.19M | Sell |
4,727
-871
| -16% | -$218K | 0.33% | 74 |
|
|
2017
Q4 | $1.27M | Sell |
5,598
-541
| -9% | -$123K | 0.36% | 67 |
|
|
2017
Q3 | $1.3M | Buy |
6,139
+1,057
| +21% | +$223K | 0.4% | 58 |
|
|
2017
Q2 | $990K | Hold |
5,082
| – | – | 0.32% | 75 |
|
|
2017
Q1 | $990K | Sell |
5,082
-300
| -6% | -$58.4K | 0.32% | 75 |
|
|
2016
Q4 | $904K | Sell |
5,382
-85
| -2% | -$14.3K | 0.29% | 85 |
|
|
2016
Q3 | $824K | Sell |
5,467
-301
| -5% | -$45.4K | 0.29% | 85 |
|
|
2016
Q2 | $818K | Buy |
5,768
+3,986
| +224% | +$565K | 0.29% | 90 |
|
|
2016
Q1 | $239K | Buy |
+1,782
| New | +$239K | 0.15% | 161 |
|