GDS Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.5M | Buy |
49,549
+24,224
| +96% | +$7.56M | 1.13% | 38 |
|
2025
Q1 | $13.3M | Buy |
25,325
+2,181
| +9% | +$1.14M | 1.13% | 36 |
|
2024
Q4 | $11.7M | Buy |
23,144
+1,605
| +7% | +$812K | 1.07% | 41 |
|
2024
Q3 | $12.6M | Buy |
21,539
+1,761
| +9% | +$1.03M | 1.23% | 40 |
|
2024
Q2 | $10.1M | Buy |
19,778
+3,635
| +23% | +$1.85M | 1.1% | 45 |
|
2024
Q1 | $7.99M | Buy |
16,143
+2,556
| +19% | +$1.26M | 0.94% | 50 |
|
2023
Q4 | $7.15M | Buy |
13,587
+2,096
| +18% | +$1.1M | 0.96% | 45 |
|
2023
Q3 | $5.79M | Buy |
11,491
+1,393
| +14% | +$702K | 0.91% | 43 |
|
2023
Q2 | $4.85M | Buy |
10,098
+596
| +6% | +$286K | 0.79% | 44 |
|
2023
Q1 | $4.49M | Buy |
9,502
+894
| +10% | +$422K | 0.79% | 44 |
|
2022
Q4 | $4.56M | Buy |
8,608
+579
| +7% | +$307K | 0.87% | 42 |
|
2022
Q3 | $4.06M | Buy |
8,029
+539
| +7% | +$272K | 0.9% | 39 |
|
2022
Q2 | $3.85M | Buy |
7,490
+775
| +12% | +$398K | 0.86% | 38 |
|
2022
Q1 | $3.59M | Buy |
6,715
+539
| +9% | +$288K | 0.79% | 34 |
|
2021
Q4 | $3.1M | Buy |
+6,176
| New | +$3.1M | 0.69% | 38 |
|