GPA
Garrison Point Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $852K | Buy |
2,731
+110
| +4% | +$34.3K | 0.39% | 67 |
|
|
2025
Q1 | $1.37M | Sell |
2,621
-15
| -0.6% | -$7.86K | 0.67% | 43 |
|
|
2024
Q4 | $1.33M | Sell |
2,636
-5
| -0.2% | -$2.53K | 0.63% | 45 |
|
|
2024
Q3 | $1.54M | Sell |
2,641
-5
| -0.2% | -$2.92K | 0.96% | 30 |
|
|
2024
Q2 | $1.35M | Sell |
2,646
-47
| -2% | -$23.9K | 0.89% | 32 |
|
|
2024
Q1 | $1.33M | Hold |
2,693
| – | – | 0.86% | 34 |
|
|
2023
Q4 | $1.42M | Hold |
2,693
| – | – | 1% | 29 |
|
|
2023
Q3 | $1.36M | Hold |
2,693
| – | – | 1.05% | 27 |
|
|
2023
Q2 | $1.29M | Sell |
2,693
-75
| -3% | -$36K | 0.93% | 30 |
|
|
2023
Q1 | $1.31M | Sell |
2,768
-44
| -2% | -$20.8K | 0.98% | 28 |
|
|
2022
Q4 | $1.49M | Sell |
2,812
-94
| -3% | -$49.8K | 1.22% | 23 |
|
|
2022
Q3 | $1.47M | Sell |
2,906
-150
| -5% | -$75.8K | 1.31% | 20 |
|
|
2022
Q2 | $1.57M | Sell |
3,056
-20
| -0.7% | -$10.3K | 1.3% | 23 |
|
|
2022
Q1 | $1.57M | Sell |
3,076
-45
| -1% | -$23K | 1.1% | 27 |
|
|
2021
Q4 | $1.57M | Buy |
3,121
+5
| +0.2% | +$2.51K | 1.04% | 27 |
|
|
2021
Q3 | $1.22M | Sell |
3,116
-10
| -0.3% | -$3.91K | 0.89% | 33 |
|
|
2021
Q2 | $1.25M | Sell |
3,126
-10
| -0.3% | -$4.01K | 0.9% | 32 |
|
|
2021
Q1 | $1.17M | Hold |
3,136
| – | – | 0.91% | 36 |
|
|
2020
Q4 | $1.1M | Buy |
3,136
+60
| +2% | +$21K | 0.89% | 36 |
|
|
2020
Q3 | $959K | Sell |
3,076
-125
| -4% | -$39K | 0.87% | 37 |
|
|
2020
Q2 | $944K | Hold |
3,201
| – | – | 0.93% | 34 |
|
|
2020
Q1 | $798K | Sell |
3,201
-235
| -7% | -$58.6K | 0.97% | 38 |
|
|
2019
Q4 | $1.01M | Sell |
3,436
-80
| -2% | -$23.5K | 0.93% | 40 |
|
|
2019
Q3 | $764K | Buy |
3,516
+30
| +0.9% | +$6.52K | 0.76% | 51 |
|
|
2019
Q2 | $851K | Buy |
3,486
+40
| +1% | +$9.77K | 0.85% | 43 |
|
|
2019
Q1 | $852K | Sell |
3,446
-90
| -3% | -$22.3K | 0.89% | 42 |
|
|
2018
Q4 | $881K | Buy |
+3,536
| New | +$881K | 1.09% | 35 |
|