Financial Gravity Asset Management’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$131K	Hold	485	–	–	0.02%	195
2025 Q4	$160K	Sell	485 -119	-20%	-$40.3K	0.03%	142
2025 Q3	$209K	Buy	+604	New	+$183K	0.04%	148
2025 Q1	$62.9K	Buy	+120	New	+$61.3K	0.01%	277
2024 Q2	$1.02K	Sell	2 -70	-97%	-$34.3K	﹤0.01%	818
2024 Q1	$36.7K	Buy	72 +10	+16%	+$5.08K	﹤0.01%	428
2023 Q4	$13.4M	Buy	62 +24	+63%	+$12.8K	0.14%	73
2023 Q3	$13.4M	Sell	38 -445	-92%	-$219K	0.15%	72
2023 Q2	$13.4K	Buy	483 +10	+2%	+$4.89K	0.04%	222
2023 Q1	$2.48K	Sell	473 -57	-11%	-$27.5K	0.08%	263
2022 Q4	$10.6K	Sell	530 -11,590	-96%	-$6.14M	0.06%	233
2022 Q3	$2.58K	Sell	12,120 -1,244	-9%	-$654K	0.09%	233
2022 Q2	$2.84K	Buy	13,364 +593	+5%	+$298K	0.09%	225
2022 Q1	$3.2K	Sell	12,771 -13,345	-51%	-$6.44M	0.09%	194
2021 Q4	$14.7K	Buy	26,116 +26,073	+60,635%	+$11.8M	0.33%	64
2021 Q3	$396K	Sell	43 -22	-34%	-$9.11K	0.19%	98
2021 Q2	$417K	Sell	65 -2	-3%	-$797	0.15%	94
2021 Q1	$9.31K	Buy	67 +11	+20%	+$3.81K	0.19%	97
2020 Q4	$20K	Buy	+56	New	+$18.8K	0.02%	132
2020 Q2	–	Sell	-230	Closed	-$12K	–	868
2020 Q1	$12K	Sell	230 -266	-54%	-$73.2K	0.04%	185
2019 Q4	$419K	Sell	496 -95	-16%	-$24.9K	0.29%	28
2019 Q3	$128K	Sell	591 -139	-19%	-$33.5K	0.11%	174
2019 Q2	$178K	Buy	730 +493	+208%	+$119K	0.15%	158
2019 Q1	$58K	Buy	+237	New	+$60.4K	0.05%	282
2018 Q3	$76K	Buy	296 +14	+5%	+$3.64K	0.08%	249
2018 Q2	$74K	Buy	282 +32	+13%	+$7.68K	0.07%	255
2018 Q1	$58K	Buy	+250	New	+$57.1K	0.06%	275