Genesee Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
1,086
+8
| +0.7% | +$2.5K | 0.15% | 95 |
|
|
2025
Q1 | $565K | Sell |
1,078
-13
| -1% | -$6.81K | 0.28% | 76 |
|
|
2024
Q4 | $552K | Buy |
1,091
+101
| +10% | +$51.1K | 0.26% | 74 |
|
|
2024
Q3 | $579K | Buy |
990
+18
| +2% | +$10.5K | 0.28% | 70 |
|
|
2024
Q2 | $495K | Sell |
972
-2
| -0.2% | -$1.02K | 0.24% | 75 |
|
|
2024
Q1 | $482K | Buy |
974
+3
| +0.3% | +$1.48K | 0.26% | 72 |
|
|
2023
Q4 | $511K | Buy |
971
+130
| +15% | +$68.4K | 0.32% | 64 |
|
|
2023
Q3 | $424K | Sell |
841
-1,803
| -68% | -$909K | 0.3% | 65 |
|
|
2023
Q2 | $1.27M | Sell |
2,644
-270
| -9% | -$130K | 0.87% | 30 |
|
|
2023
Q1 | $1.38M | Sell |
2,914
-55
| -2% | -$26K | 0.98% | 24 |
|
|
2022
Q4 | $1.57M | Buy |
2,969
+80
| +3% | +$42.4K | 1.17% | 22 |
|
|
2022
Q3 | $1.46M | Buy |
2,889
+9
| +0.3% | +$4.55K | 1.11% | 24 |
|
|
2022
Q2 | $1.48M | Buy |
2,880
+341
| +13% | +$175K | 1.03% | 27 |
|
|
2022
Q1 | $1.3M | Buy |
2,539
+429
| +20% | +$219K | 0.68% | 39 |
|
|
2021
Q4 | $1.06M | Buy |
2,110
+25
| +1% | +$12.6K | 0.51% | 47 |
|
|
2021
Q3 | $815K | Buy |
+2,085
| New | +$815K | 0.4% | 59 |
|
|
2019
Q3 | – | Sell |
-7,005
| Closed | -$1.71M | – | 74 |
|
|
2019
Q2 | $1.71M | Sell |
7,005
-187
| -3% | -$45.6K | 1.72% | 16 |
|
|
2019
Q1 | $1.78M | Buy |
7,192
+507
| +8% | +$125K | 2.14% | 14 |
|
|
2018
Q4 | $1.67M | Buy |
+6,685
| New | +$1.67M | 2.72% | 11 |
|