HIP
HUB Investment Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.51M | Sell |
20,871
-21,261
| -50% | -$6.63M | 0.22% | 96 |
|
|
2025
Q1 | $22.1M | Buy |
42,132
+5,728
| +16% | +$3M | 0.88% | 22 |
|
|
2024
Q4 | $18.4M | Sell |
36,404
-974
| -3% | -$493K | 0.77% | 31 |
|
|
2024
Q3 | $21.9M | Buy |
37,378
+1,120
| +3% | +$655K | 0.95% | 21 |
|
|
2024
Q2 | $18.5M | Buy |
36,258
+1,275
| +4% | +$649K | 0.7% | 26 |
|
|
2024
Q1 | $17.3M | Buy |
34,983
+1,749
| +5% | +$865K | 0.94% | 21 |
|
|
2023
Q4 | $17.5M | Buy |
33,234
+25,925
| +355% | +$13.6M | 1.19% | 16 |
|
|
2023
Q3 | $3.69M | Buy |
7,309
+892
| +14% | +$450K | 0.56% | 48 |
|
|
2023
Q2 | $3.08M | Buy |
6,417
+1,431
| +29% | +$688K | 0.51% | 49 |
|
|
2023
Q1 | $2.36M | Buy |
+4,986
| New | +$2.36M | 0.49% | 58 |
|
|
2022
Q1 | – | Sell |
-677
| Closed | -$340K | – | 203 |
|
|
2021
Q4 | $340K | Sell |
677
-316
| -32% | -$159K | 0.08% | 138 |
|
|
2021
Q3 | $388K | Sell |
993
-197
| -17% | -$77K | 0.09% | 129 |
|
|
2021
Q2 | $476K | Sell |
1,190
-114
| -9% | -$45.6K | 0.13% | 123 |
|
|
2021
Q1 | $485K | Buy |
+1,304
| New | +$485K | 0.14% | 122 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 158 |
|