NAM
NTV Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-636
| Closed | -$333K | – | 293 |
|
|
2025
Q1 | $333K | Buy |
636
+193
| +44% | +$101K | 0.04% | 226 |
|
|
2024
Q4 | $224K | Buy |
443
+48
| +12% | +$24.3K | 0.03% | 252 |
|
|
2024
Q3 | $231K | Hold |
395
| – | – | 0.03% | 249 |
|
|
2024
Q2 | $201K | Buy |
+395
| New | +$201K | 0.03% | 255 |
|
|
2024
Q1 | – | Sell |
-486
| Closed | -$256K | – | 255 |
|
|
2023
Q4 | $256K | Sell |
486
-5
| -1% | -$2.63K | 0.04% | 218 |
|
|
2023
Q3 | $248K | Hold |
491
| – | – | 0.04% | 221 |
|
|
2023
Q2 | $236K | Hold |
491
| – | – | 0.04% | 235 |
|
|
2023
Q1 | $232K | Buy |
491
+36
| +8% | +$17K | 0.04% | 232 |
|
|
2022
Q4 | $241K | Buy |
455
+32
| +8% | +$17K | 0.05% | 217 |
|
|
2022
Q3 | $214K | Hold |
423
| – | – | 0.05% | 226 |
|
|
2022
Q2 | $217K | Hold |
423
| – | – | 0.04% | 235 |
|
|
2022
Q1 | $216K | Hold |
423
| – | – | 0.04% | 247 |
|
|
2021
Q4 | $212K | Buy |
+423
| New | +$212K | 0.04% | 254 |
|