GenTrust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Sell |
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|
2025
Q1 | $1.24M | Sell |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.36M | Buy |
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|
2024
Q2 | $830K | Buy |
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|
2024
Q1 | $653K | Buy |
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|
2023
Q4 | $606K | Hold |
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|
2023
Q3 | $580K | Hold |
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|
2023
Q2 | $553K | Sell |
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|
2023
Q1 | $551K | Buy |
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|
2022
Q4 | $323K | Sell |
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|
2022
Q3 | $384K | Hold |
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|
2022
Q2 | $390K | Buy |
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|
2022
Q1 | $337K | Hold |
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|
2021
Q4 | $309K | Sell |
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|
2021
Q3 | $329K | Buy |
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|
2021
Q2 | $264K | Hold |
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|
2021
Q1 | $245K | Buy |
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|
2020
Q4 | – | Hold |
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