HPC
Hobart Private Capital’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
+731
| New | +$228K | 0.05% | 108 |
|
|
2021
Q1 | – | Sell |
-2,158
| Closed | -$757K | – | 167 |
|
|
2020
Q4 | $757K | Buy |
2,158
+46
| +2% | +$16.1K | 0.33% | 45 |
|
|
2020
Q3 | $658K | Sell |
2,112
-4
| -0.2% | -$1.25K | 0.34% | 50 |
|
|
2020
Q2 | $624K | Buy |
2,116
+197
| +10% | +$58.1K | 0.35% | 66 |
|
|
2020
Q1 | $479K | Buy |
1,919
+138
| +8% | +$34.4K | 0.33% | 75 |
|
|
2019
Q4 | $524K | Buy |
1,781
+233
| +15% | +$68.5K | 0.32% | 77 |
|
|
2019
Q3 | $336K | Buy |
1,548
+11
| +0.7% | +$2.39K | 0.23% | 118 |
|
|
2019
Q2 | $375K | Buy |
1,537
+109
| +8% | +$26.6K | 0.26% | 87 |
|
|
2019
Q1 | $353K | Buy |
1,428
+224
| +19% | +$55.4K | 0.27% | 97 |
|
|
2018
Q4 | $300K | Buy |
1,204
+154
| +15% | +$38.4K | 0.26% | 94 |
|
|
2018
Q3 | $279K | Buy |
1,050
+155
| +17% | +$41.2K | 0.21% | 109 |
|
|
2018
Q2 | $220K | Buy |
+895
| New | +$220K | 0.18% | 124 |
|