HGA
Hobbs Group Advisors’s UnitedHealth UNH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-502
| Closed | -$263K | – | 165 |
|
2025
Q1 | $263K | Sell |
502
-96
| -16% | -$50.3K | 0.1% | 125 |
|
2024
Q4 | $302K | Sell |
598
-107
| -15% | -$54.1K | 0.11% | 123 |
|
2024
Q3 | $412K | Buy |
705
+57
| +9% | +$33.3K | 0.15% | 94 |
|
2024
Q2 | $330K | Buy |
+648
| New | +$330K | 0.13% | 107 |
|
2023
Q4 | $359K | Buy |
+682
| New | +$359K | 0.16% | 93 |
|