GAM
Gemmer Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-599
| Closed | -$314K | – | 169 |
|
|
2025
Q1 | $314K | Sell |
599
-143
| -19% | -$74.9K | 0.03% | 119 |
|
|
2024
Q4 | $375K | Buy |
742
+40
| +6% | +$20.2K | 0.04% | 107 |
|
|
2024
Q3 | $410K | Buy |
702
+10
| +1% | +$5.85K | 0.04% | 101 |
|
|
2024
Q2 | $352K | Sell |
692
-104
| -13% | -$53K | 0.04% | 103 |
|
|
2024
Q1 | $394K | Buy |
796
+104
| +15% | +$51.4K | 0.05% | 92 |
|
|
2023
Q4 | $364K | Hold |
692
| – | – | 0.04% | 90 |
|
|
2023
Q3 | $349K | Sell |
692
-66
| -9% | -$33.3K | 0.05% | 88 |
|
|
2023
Q2 | $364K | Buy |
758
+62
| +9% | +$29.8K | 0.05% | 88 |
|
|
2023
Q1 | $329K | Buy |
696
+4
| +0.6% | +$1.89K | 0.05% | 94 |
|
|
2022
Q4 | $367K | Sell |
692
-10
| -1% | -$5.3K | 0.06% | 82 |
|
|
2022
Q3 | $355K | Buy |
702
+210
| +43% | +$106K | 0.06% | 86 |
|
|
2022
Q2 | $253K | Hold |
492
| – | – | 0.04% | 100 |
|
|
2022
Q1 | $250K | Hold |
492
| – | – | 0.03% | 113 |
|
|
2021
Q4 | $247K | Hold |
492
| – | – | 0.03% | 110 |
|
|
2021
Q3 | $192K | Hold |
492
| – | – | 0.03% | 115 |
|
|
2021
Q2 | $197K | Buy |
492
+15
| +3% | +$6.01K | 0.03% | 120 |
|
|
2021
Q1 | $177K | Sell |
477
-40
| -8% | -$14.8K | 0.03% | 111 |
|
|
2020
Q4 | $181K | Buy |
517
+51
| +11% | +$17.9K | 0.03% | 97 |
|
|
2020
Q3 | $145K | Sell |
466
-119
| -20% | -$37K | 0.03% | 100 |
|
|
2020
Q2 | $173K | Buy |
585
+81
| +16% | +$24K | 0.04% | 96 |
|
|
2020
Q1 | $126K | Buy |
504
+117
| +30% | +$29.3K | 0.03% | 100 |
|
|
2019
Q4 | $114K | Hold |
387
| – | – | 0.03% | 120 |
|
|
2019
Q3 | $84K | Sell |
387
-377
| -49% | -$81.8K | 0.02% | 132 |
|
|
2019
Q2 | $186K | Buy |
764
+48
| +7% | +$11.7K | 0.05% | 87 |
|
|
2019
Q1 | $177K | Sell |
716
-62
| -8% | -$15.3K | 0.05% | 94 |
|
|
2018
Q4 | $194K | Buy |
778
+55
| +8% | +$13.7K | 0.06% | 85 |
|
|
2018
Q3 | $192K | Hold |
723
| – | – | 0.06% | 87 |
|
|
2018
Q2 | $177K | Hold |
723
| – | – | 0.06% | 88 |
|
|
2018
Q1 | $155K | Hold |
723
| – | – | 0.05% | 94 |
|
|
2017
Q4 | $159K | Buy |
723
+200
| +38% | +$44K | 0.06% | 94 |
|
|
2017
Q3 | $102K | Hold |
523
| – | – | 0.04% | 111 |
|
|
2017
Q2 | $97K | Sell |
523
-56
| -10% | -$10.4K | 0.04% | 111 |
|
|
2017
Q1 | $95K | Sell |
579
-1
| -0.2% | -$164 | 0.04% | 109 |
|
|
2016
Q4 | $93K | Buy |
580
+1
| +0.2% | +$160 | 0.05% | 102 |
|
|
2016
Q3 | $81K | Hold |
579
| – | – | 0.04% | 110 |
|
|
2016
Q2 | $82K | Buy |
579
+34
| +6% | +$4.82K | 0.04% | 112 |
|
|
2016
Q1 | $70K | Buy |
545
+191
| +54% | +$24.5K | 0.04% | 130 |
|
|
2015
Q4 | $42K | Sell |
354
-444
| -56% | -$52.7K | 0.02% | 178 |
|
|
2015
Q3 | $93K | Hold |
798
| – | – | 0.06% | 108 |
|
|
2015
Q2 | $97K | Hold |
798
| – | – | 0.06% | 110 |
|
|
2015
Q1 | $94K | Hold |
798
| – | – | 0.06% | 113 |
|
|
2014
Q4 | $81K | Hold |
798
| – | – | 0.05% | 119 |
|
|
2014
Q3 | $69K | Hold |
798
| – | – | 0.05% | 137 |
|
|
2014
Q2 | $65K | Buy |
798
+55
| +7% | +$4.48K | 0.04% | 138 |
|
|
2014
Q1 | $61K | Buy |
+743
| New | +$61K | 0.04% | 146 |
|