Gerber Kawasaki Wealth & Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
1,512
+254
| +20% | +$79.3K | 0.02% | 210 |
|
|
2025
Q1 | $659K | Buy |
1,258
+82
| +7% | +$43K | 0.03% | 169 |
|
|
2024
Q4 | $595K | Buy |
1,176
+26
| +2% | +$13.2K | 0.03% | 174 |
|
|
2024
Q3 | $673K | Sell |
1,150
-103
| -8% | -$60.3K | 0.03% | 157 |
|
|
2024
Q2 | $639K | Buy |
1,253
+119
| +10% | +$60.6K | 0.03% | 151 |
|
|
2024
Q1 | $561K | Buy |
1,134
+197
| +21% | +$97.5K | 0.03% | 163 |
|
|
2023
Q4 | $493K | Sell |
937
-65
| -6% | -$34.2K | 0.03% | 161 |
|
|
2023
Q3 | $505K | Buy |
1,002
+56
| +6% | +$28.2K | 0.03% | 155 |
|
|
2023
Q2 | $455K | Sell |
946
-51
| -5% | -$24.5K | 0.03% | 165 |
|
|
2023
Q1 | $471K | Sell |
997
-44
| -4% | -$20.8K | 0.04% | 170 |
|
|
2022
Q4 | $552K | Sell |
1,041
-52
| -5% | -$27.6K | 0.05% | 162 |
|
|
2022
Q3 | $552K | Buy |
1,093
+89
| +9% | +$44.9K | 0.05% | 153 |
|
|
2022
Q2 | $515K | Buy |
1,004
+115
| +13% | +$59K | 0.05% | 157 |
|
|
2022
Q1 | $453K | Sell |
889
-87
| -9% | -$44.3K | 0.04% | 166 |
|
|
2021
Q4 | $490K | Sell |
976
-184
| -16% | -$92.4K | 0.04% | 156 |
|
|
2021
Q3 | $453K | Buy |
1,160
+174
| +18% | +$68K | 0.06% | 111 |
|
|
2021
Q2 | $394K | Buy |
986
+289
| +41% | +$115K | 0.04% | 165 |
|
|
2021
Q1 | $259K | Buy |
697
+98
| +16% | +$36.4K | 0.03% | 178 |
|
|
2020
Q4 | $210K | Sell |
599
-95
| -14% | -$33.3K | 0.03% | 167 |
|
|
2020
Q3 | $216K | Buy |
+694
| New | +$216K | 0.05% | 116 |
|
|
2019
Q4 | – | Sell |
-1,678
| Closed | -$364K | – | 133 |
|
|
2019
Q3 | $364K | Sell |
1,678
-4
| -0.2% | -$868 | 0.1% | 93 |
|
|
2019
Q2 | $410K | Sell |
1,682
-9
| -0.5% | -$2.19K | 0.12% | 80 |
|
|
2019
Q1 | $418K | Buy |
1,691
+13
| +0.8% | +$3.21K | 0.12% | 78 |
|
|
2018
Q4 | $418K | Hold |
1,678
| – | – | 0.15% | 66 |
|
|
2018
Q3 | $451K | Hold |
1,678
| – | – | 0.12% | 72 |
|
|
2018
Q2 | $415K | Buy |
1,678
+300
| +22% | +$74.2K | 0.12% | 67 |
|
|
2018
Q1 | $294K | Hold |
1,378
| – | – | 0.09% | 85 |
|
|
2017
Q4 | $303K | Hold |
1,378
| – | – | 0.1% | 88 |
|
|
2017
Q3 | $270K | Hold |
1,378
| – | – | 0.1% | 93 |
|
|
2017
Q2 | $257K | Hold |
1,378
| – | – | 0.1% | 104 |
|
|
2017
Q1 | $227K | Buy |
+1,378
| New | +$227K | 0.1% | 107 |
|