NFSG
Newbridge Financial Services Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
6,399
+5,641
| +744% | +$1.76M | 0.32% | 62 |
|
|
2025
Q1 | $397K | Sell |
758
-462
| -38% | -$242K | 0.1% | 135 |
|
|
2024
Q4 | $617K | Sell |
1,220
-40
| -3% | -$20.2K | 0.16% | 103 |
|
|
2024
Q3 | $736K | Buy |
1,260
+385
| +44% | +$225K | 0.26% | 78 |
|
|
2024
Q2 | $446K | Buy |
875
+68
| +8% | +$34.6K | 0.17% | 107 |
|
|
2024
Q1 | $399K | Sell |
807
-327
| -29% | -$162K | 0.17% | 120 |
|
|
2023
Q4 | $597K | Buy |
1,134
+167
| +17% | +$87.9K | 0.29% | 81 |
|
|
2023
Q3 | $488K | Sell |
967
-21
| -2% | -$10.6K | 0.25% | 91 |
|
|
2023
Q2 | $475K | Sell |
988
-48
| -5% | -$23.1K | 0.23% | 86 |
|
|
2023
Q1 | $489K | Sell |
1,036
-272
| -21% | -$128K | 0.26% | 83 |
|
|
2022
Q4 | $693K | Buy |
1,308
+239
| +22% | +$127K | 0.4% | 52 |
|
|
2022
Q3 | $540K | Buy |
1,069
+74
| +7% | +$37.4K | 0.32% | 68 |
|
|
2022
Q2 | $511K | Buy |
995
+111
| +13% | +$57K | 0.32% | 75 |
|
|
2022
Q1 | $451K | Sell |
884
-9
| -1% | -$4.59K | 0.22% | 95 |
|
|
2021
Q4 | $448K | Buy |
893
+249
| +39% | +$125K | 0.21% | 98 |
|
|
2021
Q3 | $252K | Buy |
644
+76
| +13% | +$29.7K | 0.16% | 145 |
|
|
2021
Q2 | $228K | Buy |
568
+47
| +9% | +$18.9K | 0.14% | 157 |
|
|
2021
Q1 | $194K | Buy |
521
+74
| +17% | +$27.6K | 0.14% | 163 |
|
|
2020
Q4 | $157K | Sell |
447
-22
| -5% | -$7.73K | 0.13% | 165 |
|
|
2020
Q3 | $146K | Buy |
+469
| New | +$146K | 0.14% | 148 |
|