FGAM
Financial Gravity Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $62.9K | Buy |
+120
| New | +$62.9K | 0.01% | 277 |
|
|
2024
Q2 | $1.02K | Sell |
2
-70
| -97% | -$35.7K | ﹤0.01% | 818 |
|
|
2024
Q1 | $36.7K | Buy |
72
+10
| +16% | +$5.09K | ﹤0.01% | 428 |
|
|
2023
Q4 | $13.4M | Buy |
62
+24
| +63% | +$5.19M | 0.14% | 73 |
|
|
2023
Q3 | $13.4M | Sell |
38
-445
| -92% | -$157M | 0.15% | 72 |
|
|
2023
Q2 | $13.4K | Buy |
483
+10
| +2% | +$278 | 0.04% | 222 |
|
|
2023
Q1 | $2.49K | Sell |
473
-57
| -11% | -$299 | 0.08% | 263 |
|
|
2022
Q4 | $10.6K | Sell |
530
-11,590
| -96% | -$232K | 0.06% | 233 |
|
|
2022
Q3 | $2.59K | Sell |
12,120
-1,244
| -9% | -$265 | 0.09% | 233 |
|
|
2022
Q2 | $2.84K | Buy |
13,364
+593
| +5% | +$126 | 0.09% | 225 |
|
|
2022
Q1 | $3.2K | Sell |
12,771
-13,345
| -51% | -$3.35K | 0.09% | 194 |
|
|
2021
Q4 | $14.7K | Buy |
26,116
+26,073
| +60,635% | +$14.6K | 0.33% | 64 |
|
|
2021
Q3 | $396K | Sell |
43
-22
| -34% | -$203K | 0.19% | 98 |
|
|
2021
Q2 | $417K | Sell |
65
-2
| -3% | -$12.8K | 0.15% | 94 |
|
|
2021
Q1 | $9.31K | Buy |
67
+11
| +20% | +$1.53K | 0.19% | 97 |
|
|
2020
Q4 | $20K | Buy |
+56
| New | +$20K | 0.02% | 132 |
|
|
2020
Q2 | – | Sell |
-230
| Closed | -$12K | – | 868 |
|
|
2020
Q1 | $12K | Sell |
230
-266
| -54% | -$13.9K | 0.04% | 185 |
|
|
2019
Q4 | $419K | Sell |
496
-95
| -16% | -$80.3K | 0.29% | 28 |
|
|
2019
Q3 | $128K | Sell |
591
-139
| -19% | -$30.1K | 0.11% | 174 |
|
|
2019
Q2 | $178K | Buy |
730
+493
| +208% | +$120K | 0.15% | 158 |
|
|
2019
Q1 | $58K | Buy |
+237
| New | +$58K | 0.05% | 282 |
|
|
2018
Q3 | $76K | Buy |
296
+14
| +5% | +$3.6K | 0.08% | 249 |
|
|
2018
Q2 | $74K | Buy |
282
+32
| +13% | +$8.4K | 0.07% | 255 |
|
|
2018
Q1 | $58K | Buy |
+250
| New | +$58K | 0.06% | 275 |
|