Garden State Investment Advisory Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Sell |
892
-103
| -10% | -$32.2K | 0.07% | 219 |
|
|
2025
Q1 | $523K | Sell |
995
-57
| -5% | -$29.9K | 0.17% | 116 |
|
|
2024
Q4 | $534K | Sell |
1,052
-85
| -7% | -$43.2K | 0.16% | 112 |
|
|
2024
Q3 | $668K | Buy |
1,137
+88
| +8% | +$51.7K | 0.21% | 91 |
|
|
2024
Q2 | $536K | Buy |
1,049
+125
| +14% | +$63.9K | 0.18% | 107 |
|
|
2024
Q1 | $456K | Buy |
924
+32
| +4% | +$15.8K | 0.17% | 120 |
|
|
2023
Q4 | $471K | Buy |
892
+227
| +34% | +$120K | 0.19% | 106 |
|
|
2023
Q3 | $335K | Buy |
665
+155
| +30% | +$78.2K | 0.15% | 127 |
|
|
2023
Q2 | $245K | Sell |
510
-108
| -17% | -$51.9K | 0.1% | 165 |
|
|
2023
Q1 | $292K | Buy |
618
+22
| +4% | +$10.4K | 0.13% | 141 |
|
|
2022
Q4 | $316K | Buy |
+596
| New | +$316K | 0.19% | 125 |
|