GWP
Gateway Wealth Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Buy |
2,042
+789
| +63% | +$246K | 0.12% | 176 |
|
|
2025
Q1 | $656K | Buy |
1,253
+95
| +8% | +$49.7K | 0.15% | 150 |
|
|
2024
Q4 | $586K | Buy |
1,158
+12
| +1% | +$6.07K | 0.15% | 146 |
|
|
2024
Q3 | $670K | Sell |
1,146
-65
| -5% | -$38K | 0.18% | 118 |
|
|
2024
Q2 | $617K | Buy |
1,211
+313
| +35% | +$159K | 0.19% | 129 |
|
|
2024
Q1 | $444K | Buy |
898
+143
| +19% | +$70.7K | 0.16% | 128 |
|
|
2023
Q4 | $397K | Sell |
755
-101
| -12% | -$53.2K | 0.16% | 125 |
|
|
2023
Q3 | $431K | Buy |
856
+100
| +13% | +$50.4K | 0.08% | 145 |
|
|
2023
Q2 | $363K | Sell |
756
-22,551
| -97% | -$10.8M | 0.06% | 158 |
|
|
2023
Q1 | $11M | Sell |
23,307
-372
| -2% | -$176K | 1.69% | 13 |
|
|
2022
Q4 | $12.6M | Buy |
+23,679
| New | +$12.6M | 2.16% | 12 |
|