GenTrust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $468K | Buy |
1,730
+577
| +50% | +$172K | 0.02% | 154 |
|
|
2025
Q4 | $381K | Sell |
1,153
-75
| -6% | -$25.4K | 0.02% | 193 |
|
|
2025
Q3 | $424K | Sell |
1,228
-157
| -11% | -$47.5K | 0.02% | 147 |
|
|
2025
Q2 | $432K | Sell |
1,385
-977
| -41% | -$373K | 0.02% | 133 |
|
|
2025
Q1 | $1.24M | Sell |
2,362
-13
| -0.5% | -$6.65K | 0.06% | 88 |
|
|
2024
Q4 | $1.2M | Buy |
2,375
+57
| +2% | +$32.4K | 0.05% | 99 |
|
|
2024
Q3 | $1.36M | Buy |
2,318
+688
| +42% | +$389K | 0.07% | 91 |
|
|
2024
Q2 | $830K | Buy |
1,630
+310
| +23% | +$152K | 0.05% | 96 |
|
|
2024
Q1 | $653K | Buy |
1,320
+169
| +15% | +$85.9K | 0.04% | 91 |
|
|
2023
Q4 | $606K | Hold |
1,151
| – | – | 0.04% | 90 |
|
|
2023
Q3 | $580K | Hold |
1,151
| – | – | 0.04% | 91 |
|
|
2023
Q2 | $553K | Sell |
1,151
-14
| -1% | -$6.85K | 0.04% | 96 |
|
|
2023
Q1 | $551K | Buy |
1,165
+555
| +91% | +$268K | 0.04% | 93 |
|
|
2022
Q4 | $323K | Sell |
610
-150
| -20% | -$79.5K | 0.03% | 107 |
|
|
2022
Q3 | $384K | Hold |
760
| – | – | 0.03% | 96 |
|
|
2022
Q2 | $390K | Buy |
760
+100
| +15% | +$50.2K | 0.03% | 107 |
|
|
2022
Q1 | $337K | Hold |
660
| – | – | 0.03% | 115 |
|
|
2021
Q4 | $309K | Sell |
660
-183
| -22% | -$82.8K | 0.02% | 119 |
|
|
2021
Q3 | $329K | Buy |
843
+183
| +28% | +$75.8K | 0.03% | 111 |
|
|
2021
Q2 | $264K | Hold |
660
| – | – | 0.02% | 123 |
|
|
2021
Q1 | $245K | Buy |
+660
| New | +$229K | 0.02% | 114 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 174 |
|
Other funds holding UNH
VCM
VPM
