GBA
Garrison Bradford & Associates’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.13M | Sell |
26,067
-7,206
| -22% | -$2.25M | 9% | 5 |
|
|
2025
Q1 | $17.4M | Sell |
33,273
-525
| -2% | -$275K | 19.17% | 1 |
|
|
2024
Q4 | $17.1M | Sell |
33,798
-226
| -0.7% | -$114K | 17.91% | 1 |
|
|
2024
Q3 | $19.9M | Sell |
34,024
-6,257
| -16% | -$3.66M | 19.72% | 1 |
|
|
2024
Q2 | $20.5M | Sell |
40,281
-2,223
| -5% | -$1.13M | 21.07% | 1 |
|
|
2024
Q1 | $21M | Sell |
42,504
-295
| -0.7% | -$146K | 21.69% | 1 |
|
|
2023
Q4 | $22.5M | Sell |
42,799
-2,033
| -5% | -$1.07M | 24.86% | 1 |
|
|
2023
Q3 | $22.6M | Sell |
44,832
-2,876
| -6% | -$1.45M | 26.68% | 1 |
|
|
2023
Q2 | $22.9M | Sell |
47,708
-397
| -0.8% | -$191K | 27.71% | 1 |
|
|
2023
Q1 | $22.7M | Sell |
48,105
-1,083
| -2% | -$512K | 28.17% | 1 |
|
|
2022
Q4 | $26.1M | Sell |
49,188
-1,635
| -3% | -$867K | 31.64% | 1 |
|
|
2022
Q3 | $25.7M | Sell |
50,823
-3,824
| -7% | -$1.93M | 31.24% | 1 |
|
|
2022
Q2 | $28.1M | Sell |
54,647
-596
| -1% | -$306K | 31.92% | 1 |
|
|
2022
Q1 | $28.2M | Sell |
55,243
-649
| -1% | -$331K | 27.37% | 1 |
|
|
2021
Q4 | $28.1M | Sell |
55,892
-218
| -0.4% | -$109K | 25.17% | 1 |
|
|
2021
Q3 | $21.9M | Sell |
56,110
-149
| -0.3% | -$58.2K | 22.29% | 1 |
|
|
2021
Q2 | $22.5M | Sell |
56,259
-798
| -1% | -$320K | 23.42% | 1 |
|
|
2021
Q1 | $21.2M | Buy |
57,057
+2
| +0% | +$744 | 23.67% | 1 |
|
|
2020
Q4 | $20M | Sell |
57,055
-1,187
| -2% | -$416K | 24.37% | 1 |
|
|
2020
Q3 | $18.2M | Sell |
58,242
-748
| -1% | -$233K | 25.59% | 1 |
|
|
2020
Q2 | $17.4M | Sell |
58,990
-48
| -0.1% | -$14.2K | 25.27% | 1 |
|
|
2020
Q1 | $14.7M | Sell |
59,038
-5,348
| -8% | -$1.33M | 25.2% | 1 |
|
|
2019
Q4 | $18.9M | Sell |
64,386
-1,538
| -2% | -$452K | 23.75% | 1 |
|
|
2019
Q3 | $14.3M | Sell |
65,924
-8,856
| -12% | -$1.92M | 19.54% | 1 |
|
|
2019
Q2 | $18.2M | Sell |
74,780
-18,873
| -20% | -$4.61M | 21.34% | 1 |
|
|
2019
Q1 | $23.2M | Sell |
93,653
-4,384
| -4% | -$1.08M | 19.63% | 1 |
|
|
2018
Q4 | $24.4M | Sell |
98,037
-1,649
| -2% | -$411K | 22.07% | 1 |
|
|
2018
Q3 | $26.5M | Sell |
99,686
-1,998
| -2% | -$532K | 21.36% | 1 |
|
|
2018
Q2 | $24.9M | Sell |
101,684
-99
| -0.1% | -$24.3K | 20.44% | 1 |
|
|
2018
Q1 | $21.8M | Buy |
101,783
+1
| +0% | +$214 | 18.53% | 1 |
|
|
2017
Q4 | $22.4M | Sell |
101,782
-44
| -0% | -$9.7K | 18.56% | 1 |
|
|
2017
Q3 | $19.9M | Sell |
101,826
-99
| -0.1% | -$19.4K | 16.69% | 1 |
|
|
2017
Q2 | $18.9M | Sell |
101,925
-599
| -0.6% | -$111K | 16.35% | 1 |
|
|
2017
Q1 | $16.8M | Sell |
102,524
-499
| -0.5% | -$81.8K | 14.85% | 1 |
|
|
2016
Q4 | $16.5M | Buy |
103,023
+1,251
| +1% | +$200K | 15.19% | 1 |
|
|
2016
Q3 | $14.2M | Sell |
101,772
-398
| -0.4% | -$55.7K | 13.42% | 1 |
|
|
2016
Q2 | $14.4M | Sell |
102,170
-599
| -0.6% | -$84.6K | 14.14% | 1 |
|
|
2016
Q1 | $13.2M | Buy |
102,769
+2
| +0% | +$258 | 15.41% | 1 |
|
|
2015
Q4 | $12.1M | Sell |
102,767
-2,434
| -2% | -$286K | 13.54% | 1 |
|
|
2015
Q3 | $12.2M | Buy |
105,201
+751
| +0.7% | +$87.1K | 13.47% | 1 |
|
|
2015
Q2 | $12.7M | Sell |
104,450
-4,199
| -4% | -$512K | 12.45% | 1 |
|
|
2015
Q1 | $12.9M | Sell |
108,649
-499
| -0.5% | -$59K | 12% | 1 |
|
|
2014
Q4 | $11M | Buy |
109,148
+2,740
| +3% | +$277K | 10% | 1 |
|
|
2014
Q3 | $9.18M | Sell |
106,408
-900
| -0.8% | -$77.6K | 9.18% | 1 |
|
|
2014
Q2 | $8.77M | Sell |
107,308
-11,733
| -10% | -$959K | 8.16% | 1 |
|
|
2014
Q1 | $9.76M | Sell |
119,041
-4,800
| -4% | -$394K | 9.4% | 1 |
|
|
2013
Q4 | $9.33M | Sell |
123,841
-2,054
| -2% | -$155K | 8.81% | 1 |
|
|
2013
Q3 | $9.02M | Sell |
125,895
-20,300
| -14% | -$1.45M | 9.22% | 1 |
|
|
2013
Q2 | $9.57M | Buy |
+146,195
| New | +$9.57M | 10.3% | 1 |
|