HCA
Hyperion Capital Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.91M | Buy |
25,362
+885
| +4% | +$276K | 4.96% | 9 |
|
|
2025
Q1 | $12.8M | Sell |
24,477
-753
| -3% | -$394K | 6.98% | 5 |
|
|
2024
Q4 | $12.8M | Sell |
25,230
-397
| -2% | -$201K | 6.56% | 5 |
|
|
2024
Q3 | $15M | Sell |
25,627
-781
| -3% | -$457K | 7.04% | 5 |
|
|
2024
Q2 | $13.4M | Buy |
26,408
+2,942
| +13% | +$1.5M | 6.31% | 6 |
|
|
2024
Q1 | $11.6M | Hold |
23,466
| – | – | 5.48% | 6 |
|
|
2023
Q4 | $12.4M | Hold |
23,466
| – | – | 6.67% | 5 |
|
|
2023
Q3 | $11.8M | Buy |
23,466
+200
| +0.9% | +$101K | 6.49% | 5 |
|
|
2023
Q2 | $11.2M | Buy |
23,266
+234
| +1% | +$112K | 6.07% | 5 |
|
|
2023
Q1 | $10.9M | Sell |
23,032
-3,133
| -12% | -$1.48M | 5.23% | 5 |
|
|
2022
Q4 | $13.9M | Sell |
26,165
-5,538
| -17% | -$2.94M | 6.85% | 4 |
|
|
2022
Q3 | $16M | Buy |
31,703
+1,682
| +6% | +$849K | 7.89% | 3 |
|
|
2022
Q2 | $15.4M | Sell |
30,021
-14,994
| -33% | -$7.7M | 7.2% | 4 |
|
|
2022
Q1 | $23M | Sell |
45,015
-2,867
| -6% | -$1.46M | 8.7% | 3 |
|
|
2021
Q4 | $24M | Buy |
47,882
+2,410
| +5% | +$1.21M | 5.37% | 4 |
|
|
2021
Q3 | $17.8M | Buy |
45,472
+7,291
| +19% | +$2.85M | 4.72% | 5 |
|
|
2021
Q2 | $15.3M | Buy |
38,181
+8,025
| +27% | +$3.21M | 4.36% | 7 |
|
|
2021
Q1 | $11.2M | Buy |
30,156
+10,026
| +50% | +$3.73M | 3.62% | 8 |
|
|
2020
Q4 | $7.06M | Buy |
20,130
+4,915
| +32% | +$1.72M | 2.79% | 9 |
|
|
2020
Q3 | $4.74M | Buy |
15,215
+1,365
| +10% | +$426K | 2.29% | 7 |
|
|
2020
Q2 | $4.09M | Buy |
13,850
+7,589
| +121% | +$2.24M | 2.41% | 7 |
|
|
2020
Q1 | $1.56M | Buy |
+6,261
| New | +$1.56M | 1.11% | 12 |
|