Geller Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.89M | Sell |
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|
2024
Q3 | $2.26M | Sell |
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|
2024
Q2 | $2.51M | Sell |
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|
2024
Q1 | $2.59M | Buy |
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|
2023
Q4 | $2.67M | Sell |
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|
2023
Q3 | $2.69M | Buy |
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|
2023
Q2 | $2.24M | Buy |
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|
2023
Q1 | $1.44M | Buy |
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|
2022
Q4 | $1.36M | Buy |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $900K | Hold |
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|
2022
Q1 | $894K | Sell |
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|
2021
Q4 | $933K | Buy |
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|
2021
Q3 | $724K | Sell |
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|
2021
Q2 | $989K | Sell |
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|
2021
Q1 | $921K | Buy |
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|
2020
Q4 | $857K | Hold |
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|
2020
Q3 | $608K | Buy |
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|
2020
Q2 | $553K | Buy |
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|
2020
Q1 | $298K | Sell |
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|
2019
Q4 | $411K | Sell |
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|
2019
Q3 | $461K | Buy |
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