Galvin Gaustad & Stein’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6M | Buy |
78,913
+20,688
| +36% | +$6.45M | 2.12% | 11 |
|
|
2025
Q1 | $30.5M | Sell |
58,225
-1,942
| -3% | -$1.02M | 2.73% | 2 |
|
|
2024
Q4 | $30.4M | Sell |
60,167
-806
| -1% | -$408K | 2.73% | 5 |
|
|
2024
Q3 | $35.6M | Sell |
60,973
-6,996
| -10% | -$4.09M | 3.18% | 2 |
|
|
2024
Q2 | $34.6M | Buy |
67,969
+3,535
| +5% | +$1.8M | 3.22% | 2 |
|
|
2024
Q1 | $31.9M | Buy |
64,434
+1,418
| +2% | +$701K | 2.93% | 5 |
|
|
2023
Q4 | $33.2M | Buy |
63,016
+596
| +1% | +$314K | 3.1% | 2 |
|
|
2023
Q3 | $31.5M | Buy |
62,420
+17
| +0% | +$8.57K | 3.19% | 2 |
|
|
2023
Q2 | $30M | Sell |
62,403
-938
| -1% | -$451K | 2.91% | 3 |
|
|
2023
Q1 | $29.9M | Sell |
63,341
-497
| -0.8% | -$235K | 2.95% | 3 |
|
|
2022
Q4 | $33.8M | Sell |
63,838
-3,439
| -5% | -$1.82M | 3.41% | 1 |
|
|
2022
Q3 | $34M | Sell |
67,277
-1,096
| -2% | -$554K | 3.6% | 1 |
|
|
2022
Q2 | $35.1M | Sell |
68,373
-6,812
| -9% | -$3.5M | 3.56% | 1 |
|
|
2022
Q1 | $38.3M | Buy |
75,185
+554
| +0.7% | +$283K | 3.46% | 1 |
|
|
2021
Q4 | $37.5M | Buy |
74,631
+1,742
| +2% | +$875K | 3.24% | 1 |
|
|
2021
Q3 | $28.5M | Buy |
72,889
+9,469
| +15% | +$3.7M | 2.75% | 3 |
|
|
2021
Q2 | $25.4M | Buy |
63,420
+409
| +0.6% | +$164K | 2.42% | 4 |
|
|
2021
Q1 | $23.4M | Buy |
63,011
+1,274
| +2% | +$474K | 2.36% | 4 |
|
|
2020
Q4 | $21.7M | Buy |
+61,737
| New | +$21.7M | 2.27% | 6 |
|