GFG Capital’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 | $298K | Buy |
+1,103
| New | +$328K | 0.1% | 66 |
|
|
2025
Q3 | – | Sell |
-39
| Closed | -$12.2K | – | 330 |
|
|
2025
Q2 | $12.2K | Buy |
+39
| New | +$14.9K | ﹤0.01% | 192 |
|
|
2025
Q1 | – | Sell |
-506
| Closed | -$256K | – | 127 |
|
|
2024
Q4 | $256K | Sell |
506
-104
| -17% | -$59.1K | 0.07% | 96 |
|
|
2024
Q3 | $236K | Sell |
610
-450
| -42% | -$255K | 0.09% | 89 |
|
|
2024
Q2 | $540K | Sell |
1,060
-4
| -0.4% | -$1.96K | 0.15% | 73 |
|
|
2024
Q1 | $526K | Sell |
1,064
-89
| -8% | -$45.2K | 0.14% | 77 |
|
|
2023
Q4 | $607K | Sell |
1,153
-57
| -5% | -$30.4K | 0.16% | 75 |
|
|
2023
Q3 | $610K | Buy |
1,210
+81
| +7% | +$39.9K | 0.2% | 65 |
|
|
2023
Q2 | $543K | Sell |
1,129
-43
| -4% | -$21K | 0.1% | 66 |
|
|
2023
Q1 | $639K | Sell |
1,172
-34
| -3% | -$16.4K | 0.14% | 55 |
|
|
2022
Q4 | $639K | Sell |
1,206
-354
| -23% | -$188K | 0.1% | 58 |
|
|
2022
Q3 | $788K | Buy |
1,560
+10
| +0.6% | +$5.26K | 0.26% | 53 |
|
|
2022
Q2 | $796K | Sell |
1,550
-272
| -15% | -$137K | 0.24% | 50 |
|
|
2022
Q1 | $929K | Sell |
1,822
-636
| -26% | -$307K | 0.28% | 51 |
|
|
2021
Q4 | $1.23M | Buy |
2,458
+78
| +3% | +$35.3K | 0.37% | 54 |
|
|
2021
Q3 | $930K | Buy |
2,380
+148
| +7% | +$61.3K | 0.29% | 56 |
|
|
2021
Q2 | $894K | Buy |
2,232
+9
| +0.4% | +$3.59K | 0.27% | 53 |
|
|
2021
Q1 | $827K | Buy |
2,223
+30
| +1% | +$10.4K | 0.29% | 54 |
|
|
2020
Q4 | $769K | Buy |
2,193
+82
| +4% | +$27.5K | 0.25% | 55 |
|
|
2020
Q3 | $658K | Buy |
+2,111
| New | +$648K | 0.26% | 54 |
|
Other funds holding UNH
VCM
VPM
