YCG
Yeomans Consulting Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-611
| Closed | -$320K | – | 108 |
|
|
2025
Q1 | $320K | Sell |
611
-19
| -3% | -$9.95K | 0.12% | 50 |
|
|
2024
Q4 | $319K | Sell |
630
-34
| -5% | -$17.2K | 0.12% | 82 |
|
|
2024
Q3 | $388K | Buy |
664
+5
| +0.8% | +$2.92K | 0.15% | 64 |
|
|
2024
Q2 | $336K | Sell |
659
-7
| -1% | -$3.57K | 0.13% | 65 |
|
|
2024
Q1 | $329K | Buy |
666
+58
| +10% | +$28.7K | 0.14% | 56 |
|
|
2023
Q4 | $320K | Buy |
+608
| New | +$320K | 0.16% | 54 |
|