GAM
GEM Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-410
| Closed | -$239K | – | 97 |
|
|
2024
Q3 | $239K | Sell |
410
-24
| -6% | -$14K | 0.14% | 84 |
|
|
2024
Q2 | $221K | Hold |
434
| – | – | 0.14% | 80 |
|
|
2024
Q1 | $208K | Hold |
434
| – | – | 0.14% | 83 |
|
|
2023
Q4 | $228K | Sell |
434
-18
| -4% | -$9.48K | 0.16% | 74 |
|
|
2023
Q3 | $228K | Sell |
452
-11
| -2% | -$5.55K | 0.18% | 72 |
|
|
2023
Q2 | $223K | Sell |
463
-16
| -3% | -$7.69K | 0.17% | 72 |
|
|
2023
Q1 | $226K | Sell |
479
-24
| -5% | -$11.3K | 0.18% | 68 |
|
|
2022
Q4 | $267K | Buy |
+503
| New | +$267K | 0.23% | 58 |
|