CGA
Crescent Grove Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Sell |
1,262
-19
| -1% | -$5.93K | 0.04% | 185 |
|
|
2025
Q1 | $671K | Buy |
1,281
+30
| +2% | +$15.7K | 0.07% | 138 |
|
|
2024
Q4 | $633K | Buy |
1,251
+65
| +5% | +$32.9K | 0.06% | 145 |
|
|
2024
Q3 | $694K | Sell |
1,186
-116
| -9% | -$67.8K | 0.07% | 140 |
|
|
2024
Q2 | $663K | Sell |
1,302
-2,399
| -65% | -$1.22M | 0.07% | 141 |
|
|
2024
Q1 | $1.83M | Buy |
3,701
+1
| +0% | +$495 | 0.19% | 78 |
|
|
2023
Q4 | $1.95M | Sell |
3,700
-77
| -2% | -$40.5K | 0.22% | 68 |
|
|
2023
Q3 | $1.9M | Sell |
3,777
-372
| -9% | -$188K | 0.24% | 70 |
|
|
2023
Q2 | $1.99M | Sell |
4,149
-89
| -2% | -$42.8K | 0.21% | 69 |
|
|
2023
Q1 | $2M | Buy |
4,238
+9
| +0.2% | +$4.25K | 0.23% | 64 |
|
|
2022
Q4 | $2.24M | Buy |
4,229
+308
| +8% | +$163K | 0.23% | 65 |
|
|
2022
Q3 | $1.98M | Sell |
3,921
-341
| -8% | -$172K | 0.23% | 57 |
|
|
2022
Q2 | $2.19M | Buy |
4,262
+381
| +10% | +$196K | 0.23% | 56 |
|
|
2022
Q1 | $1.98M | Sell |
3,881
-222
| -5% | -$113K | 0.19% | 62 |
|
|
2021
Q4 | $2.06M | Buy |
4,103
+2,858
| +230% | +$1.43M | 0.19% | 62 |
|
|
2021
Q3 | $486K | Hold |
1,245
| – | – | 0.05% | 158 |
|
|
2021
Q2 | $499K | Buy |
+1,245
| New | +$499K | 0.05% | 152 |
|
|
2020
Q4 | – | Sell |
-690
| Closed | -$215K | – | 187 |
|
|
2020
Q3 | $215K | Hold |
690
| – | – | 0.04% | 155 |
|
|
2020
Q2 | $204K | Buy |
+690
| New | +$204K | 0.04% | 142 |
|
|
2019
Q3 | – | Sell |
-1,289
| Closed | -$315K | – | 164 |
|
|
2019
Q2 | $315K | Buy |
+1,289
| New | +$315K | 0.06% | 119 |
|
|
2019
Q1 | – | Sell |
-1,496
| Closed | -$373K | – | 167 |
|
|
2018
Q4 | $373K | Buy |
+1,496
| New | +$373K | 0.08% | 108 |
|