NHC
Nicholas Hoffman & Company’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $795K | Sell |
2,547
-377
| -13% | -$118K | 0.02% | 160 |
|
|
2025
Q1 | $1.53M | Buy |
2,924
+280
| +11% | +$147K | 0.06% | 87 |
|
|
2024
Q4 | $1.34M | Buy |
2,644
+183
| +7% | +$92.6K | 0.05% | 95 |
|
|
2024
Q3 | $1.44M | Buy |
2,461
+14
| +0.6% | +$8.19K | 0.06% | 96 |
|
|
2024
Q2 | $1.25M | Sell |
2,447
-19
| -0.8% | -$9.68K | 0.06% | 101 |
|
|
2024
Q1 | $1.22M | Sell |
2,466
-48
| -2% | -$23.7K | 0.06% | 103 |
|
|
2023
Q4 | $1.32M | Buy |
2,514
+126
| +5% | +$66.3K | 0.08% | 92 |
|
|
2023
Q3 | $1.2M | Buy |
2,388
+3
| +0.1% | +$1.51K | 0.09% | 91 |
|
|
2023
Q2 | $1.15M | Sell |
2,385
-247
| -9% | -$119K | 0.04% | 101 |
|
|
2023
Q1 | $1.24M | Buy |
2,632
+68
| +3% | +$32.1K | 0.11% | 94 |
|
|
2022
Q4 | $1.36M | Buy |
2,564
+1
| +0% | +$530 | 0.15% | 89 |
|
|
2022
Q3 | $1.29M | Buy |
2,563
+2
| +0.1% | +$1.01K | 0.06% | 80 |
|
|
2022
Q2 | $1.32M | Sell |
2,561
-87
| -3% | -$44.7K | 0.06% | 81 |
|
|
2022
Q1 | $1.35M | Sell |
2,648
-40
| -1% | -$20.4K | 0.05% | 81 |
|
|
2021
Q4 | $1.35M | Buy |
2,688
+192
| +8% | +$96.4K | 0.04% | 79 |
|
|
2021
Q3 | $975K | Buy |
2,496
+188
| +8% | +$73.4K | 0.17% | 111 |
|
|
2021
Q2 | $924K | Buy |
2,308
+432
| +23% | +$173K | 0.17% | 112 |
|
|
2021
Q1 | $698K | Buy |
1,876
+1,091
| +139% | +$406K | 0.14% | 127 |
|
|
2020
Q4 | $275K | Sell |
785
-10
| -1% | -$3.5K | 0.06% | 189 |
|
|
2020
Q3 | $248K | Sell |
795
-89
| -10% | -$27.8K | 0.07% | 168 |
|
|
2020
Q2 | $261K | Buy |
+884
| New | +$261K | 0.08% | 166 |
|
|
2020
Q1 | – | Sell |
-796
| Closed | -$234K | – | 209 |
|
|
2019
Q4 | $234K | Buy |
+796
| New | +$234K | 0.06% | 180 |
|
|
2019
Q3 | – | Sell |
-2,374
| Closed | -$579K | – | 201 |
|
|
2019
Q2 | $579K | Sell |
2,374
-1,011
| -30% | -$247K | 0.18% | 115 |
|
|
2019
Q1 | $837K | Buy |
3,385
+331
| +11% | +$81.8K | 0.27% | 90 |
|
|
2018
Q4 | $761K | Buy |
3,054
+487
| +19% | +$121K | 0.26% | 87 |
|
|
2018
Q3 | $683K | Buy |
2,567
+79
| +3% | +$21K | 0.23% | 98 |
|
|
2018
Q2 | $610K | Buy |
2,488
+171
| +7% | +$41.9K | 0.22% | 98 |
|
|
2018
Q1 | $496K | Buy |
2,317
+221
| +11% | +$47.3K | 0.19% | 106 |
|
|
2017
Q4 | $462K | Sell |
2,096
-7
| -0.3% | -$1.54K | 0.18% | 108 |
|
|
2017
Q3 | $412K | Buy |
2,103
+42
| +2% | +$8.23K | 0.17% | 108 |
|
|
2017
Q2 | $382K | Buy |
2,061
+101
| +5% | +$18.7K | 0.17% | 107 |
|
|
2017
Q1 | $321K | Buy |
1,960
+52
| +3% | +$8.52K | 0.15% | 113 |
|
|
2016
Q4 | $308K | Buy |
1,908
+176
| +10% | +$28.4K | 0.16% | 122 |
|
|
2016
Q3 | $242K | Buy |
1,732
+161
| +10% | +$22.5K | 0.13% | 121 |
|
|
2016
Q2 | $222K | Buy |
+1,571
| New | +$222K | 0.13% | 125 |
|