GA
Geller Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.89M | Sell |
3,728
-141
| -4% | -$71.3K | 0.12% | 44 |
|
|
2024
Q3 | $2.26M | Sell |
3,869
-1,061
| -22% | -$620K | 0.16% | 38 |
|
|
2024
Q2 | $2.51M | Sell |
4,930
-306
| -6% | -$156K | 0.19% | 36 |
|
|
2024
Q1 | $2.59M | Buy |
5,236
+167
| +3% | +$82.6K | 0.21% | 34 |
|
|
2023
Q4 | $2.67M | Sell |
5,069
-261
| -5% | -$137K | 0.26% | 26 |
|
|
2023
Q3 | $2.69M | Buy |
5,330
+672
| +14% | +$339K | 0.31% | 24 |
|
|
2023
Q2 | $2.24M | Buy |
4,658
+1,607
| +53% | +$772K | 0.28% | 25 |
|
|
2023
Q1 | $1.44M | Buy |
3,051
+488
| +19% | +$231K | 0.21% | 23 |
|
|
2022
Q4 | $1.36M | Buy |
2,563
+212
| +9% | +$112K | 0.23% | 21 |
|
|
2022
Q3 | $1.19M | Buy |
2,351
+598
| +34% | +$302K | 0.26% | 19 |
|
|
2022
Q2 | $900K | Hold |
1,753
| – | – | 0.19% | 26 |
|
|
2022
Q1 | $894K | Sell |
1,753
-106
| -6% | -$54.1K | 0.17% | 34 |
|
|
2021
Q4 | $933K | Buy |
1,859
+6
| +0.3% | +$3.01K | 0.18% | 34 |
|
|
2021
Q3 | $724K | Sell |
1,853
-616
| -25% | -$241K | 0.16% | 41 |
|
|
2021
Q2 | $989K | Sell |
2,469
-6
| -0.2% | -$2.4K | 0.21% | 23 |
|
|
2021
Q1 | $921K | Buy |
2,475
+524
| +27% | +$195K | 0.22% | 20 |
|
|
2020
Q4 | $857K | Hold |
1,951
| – | – | 0.22% | 18 |
|
|
2020
Q3 | $608K | Buy |
1,951
+77
| +4% | +$24K | 0.17% | 27 |
|
|
2020
Q2 | $553K | Buy |
1,874
+681
| +57% | +$201K | 0.17% | 26 |
|
|
2020
Q1 | $298K | Sell |
1,193
-205
| -15% | -$51.2K | 0.09% | 41 |
|
|
2019
Q4 | $411K | Sell |
1,398
-722
| -34% | -$212K | 0.13% | 24 |
|
|
2019
Q3 | $461K | Buy |
+2,120
| New | +$461K | 0.17% | 24 |
|