Genesee Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $492K | Buy |
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|
2025
Q2 | $339K | Buy |
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|
2025
Q1 | $565K | Sell |
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|
2024
Q4 | $552K | Buy |
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|
2024
Q3 | $579K | Buy |
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|
2024
Q2 | $495K | Sell |
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|
2024
Q1 | $482K | Buy |
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|
2023
Q4 | $511K | Buy |
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|
2023
Q3 | $424K | Sell |
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|
2023
Q2 | $1.27M | Sell |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $1.57M | Buy |
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|
2022
Q3 | $1.46M | Buy |
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|
2022
Q2 | $1.48M | Buy |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $815K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.71M | Sell |
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|
2019
Q1 | $1.78M | Buy |
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|
2018
Q4 | $1.67M | Buy |
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