HEIP
Hudson Edge Investment Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,524
| Closed | -$5.83M | – | 186 |
|
|
2024
Q4 | $5.83M | Buy |
11,524
+1,344
| +13% | +$680K | 1.07% | 37 |
|
|
2024
Q3 | $5.95M | Sell |
10,180
-2,222
| -18% | -$1.3M | 1.1% | 34 |
|
|
2024
Q2 | $6.32M | Sell |
12,402
-353
| -3% | -$180K | 1.22% | 12 |
|
|
2024
Q1 | $6.31M | Buy |
12,755
+1,772
| +16% | +$877K | 1.23% | 23 |
|
|
2023
Q4 | $5.78M | Sell |
10,983
-2,131
| -16% | -$1.12M | 1.34% | 22 |
|
|
2023
Q3 | $6.61M | Sell |
13,114
-10
| -0.1% | -$5.04K | 2.16% | 4 |
|
|
2023
Q2 | $6.31M | Buy |
13,124
+1,298
| +11% | +$624K | 2.01% | 5 |
|
|
2023
Q1 | $5.59M | Buy |
11,826
+2,913
| +33% | +$1.38M | 1.74% | 25 |
|
|
2022
Q4 | $4.73M | Buy |
8,913
+130
| +1% | +$68.9K | 1.61% | 33 |
|
|
2022
Q3 | $4.44M | Sell |
8,783
-1,369
| -13% | -$691K | 1.65% | 19 |
|
|
2022
Q2 | $5.21M | Sell |
10,152
-1,316
| -11% | -$676K | 1.9% | 6 |
|
|
2022
Q1 | $5.85M | Sell |
11,468
-699
| -6% | -$356K | 1.84% | 7 |
|
|
2021
Q4 | $6.11M | Sell |
12,167
-134
| -1% | -$67.3K | 1.89% | 7 |
|
|
2021
Q3 | $4.81M | Sell |
12,301
-330
| -3% | -$129K | 1.58% | 20 |
|
|
2021
Q2 | $5.06M | Sell |
12,631
-801
| -6% | -$321K | 1.61% | 18 |
|
|
2021
Q1 | $5M | Buy |
13,432
+2,100
| +19% | +$781K | 1.65% | 20 |
|
|
2020
Q4 | $3.97M | Sell |
11,332
-987
| -8% | -$346K | 1.42% | 41 |
|
|
2020
Q3 | $3.84M | Sell |
12,319
-7,461
| -38% | -$2.33M | 1.54% | 22 |
|
|
2020
Q2 | $5.83M | Sell |
19,780
-5,068
| -20% | -$1.49M | 1.88% | 11 |
|
|
2020
Q1 | $6.2M | Buy |
24,848
+914
| +4% | +$228K | 2.35% | 4 |
|
|
2019
Q4 | $7.04M | Sell |
23,934
-1,833
| -7% | -$539K | 1.85% | 14 |
|
|
2019
Q3 | $5.6M | Sell |
25,767
-445
| -2% | -$96.7K | 1.57% | 35 |
|
|
2019
Q2 | $6.4M | Sell |
26,212
-323
| -1% | -$78.8K | 1.86% | 16 |
|
|
2019
Q1 | $6.56M | Sell |
26,535
-1,231
| -4% | -$304K | 1.98% | 14 |
|
|
2018
Q4 | $6.92M | Sell |
27,766
-16,471
| -37% | -$4.1M | 2.14% | 7 |
|
|
2018
Q3 | $11.8M | Sell |
44,237
-522
| -1% | -$139K | 2.09% | 11 |
|
|
2018
Q2 | $11M | Sell |
44,759
-22,574
| -34% | -$5.54M | 2.05% | 8 |
|
|
2018
Q1 | $14.4M | Sell |
67,333
-4,987
| -7% | -$1.07M | 2.18% | 7 |
|
|
2017
Q4 | $15.9M | Sell |
72,320
-3,136
| -4% | -$691K | 2.2% | 6 |
|
|
2017
Q3 | $14.8M | Sell |
75,456
-16,015
| -18% | -$3.14M | 2.1% | 13 |
|
|
2017
Q2 | $17M | Sell |
91,471
-7,250
| -7% | -$1.34M | 2.38% | 7 |
|
|
2017
Q1 | $16.2M | Sell |
98,721
-335
| -0.3% | -$54.9K | 2.16% | 13 |
|
|
2016
Q4 | $15.9M | Buy |
99,056
+958
| +1% | +$153K | 2.16% | 11 |
|
|
2016
Q3 | $13.7M | Sell |
98,098
-7,400
| -7% | -$1.04M | 2.05% | 15 |
|
|
2016
Q2 | $14.9M | Sell |
105,498
-22,230
| -17% | -$3.14M | 2.22% | 6 |
|
|
2016
Q1 | $16.5M | Buy |
127,728
+6,622
| +5% | +$854K | 1.63% | 17 |
|
|
2015
Q4 | $14.2M | Sell |
121,106
-99,530
| -45% | -$11.7M | 1.38% | 38 |
|
|
2015
Q3 | $25.6M | Sell |
220,636
-61,516
| -22% | -$7.14M | 1.38% | 42 |
|
|
2015
Q2 | $34.4M | Sell |
282,152
-89,184
| -24% | -$10.9M | 1.45% | 43 |
|
|
2015
Q1 | $43.9M | Sell |
371,336
-201,194
| -35% | -$23.8M | 1.81% | 28 |
|
|
2014
Q4 | $57.9M | Sell |
572,530
-30,488
| -5% | -$3.08M | 2.1% | 14 |
|
|
2014
Q3 | $52M | Sell |
603,018
-116,587
| -16% | -$10.1M | 1.91% | 21 |
|
|
2014
Q2 | $58.8M | Buy |
719,605
+54,215
| +8% | +$4.43M | 2.09% | 10 |
|
|
2014
Q1 | $54.6M | Sell |
665,390
-68,520
| -9% | -$5.62M | 2.07% | 14 |
|
|
2013
Q4 | $55.3M | Sell |
733,910
-7,995
| -1% | -$602K | 2.12% | 10 |
|
|
2013
Q3 | $53.1M | Sell |
741,905
-184,241
| -20% | -$13.2M | 2.2% | 8 |
|
|
2013
Q2 | $60.6M | Buy |
+926,146
| New | +$60.6M | 2.4% | 6 |
|