Gerber Kawasaki Wealth & Investment Management’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 | $348K | Sell |
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|
2025
Q2 | $472K | Buy |
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|
2025
Q1 | $659K | Buy |
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|
2024
Q4 | $595K | Buy |
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|
2024
Q3 | $673K | Sell |
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|
2024
Q2 | $639K | Buy |
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|
2024
Q1 | $561K | Buy |
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|
2023
Q4 | $493K | Sell |
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|
2023
Q3 | $505K | Buy |
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|
2023
Q2 | $455K | Sell |
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|
2023
Q1 | $471K | Sell |
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|
2022
Q4 | $552K | Sell |
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|
2022
Q3 | $552K | Buy |
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|
2022
Q2 | $515K | Buy |
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|
2022
Q1 | $453K | Sell |
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|
2021
Q4 | $490K | Sell |
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|
2021
Q3 | $453K | Buy |
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|
2021
Q2 | $394K | Buy |
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|
2021
Q1 | $259K | Buy |
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|
2020
Q4 | $210K | Sell |
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|
2020
Q3 | $216K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $364K | Sell |
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|
2019
Q2 | $410K | Sell |
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|
2019
Q1 | $418K | Buy |
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|
2018
Q4 | $418K | Hold |
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|
2018
Q3 | $451K | Hold |
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|
2018
Q2 | $415K | Buy |
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|
2018
Q1 | $294K | Hold |
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|
2017
Q4 | $303K | Hold |
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|
2017
Q3 | $270K | Hold |
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|
2017
Q2 | $257K | Hold |
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|
2017
Q1 | $227K | Buy |
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