GGM Wealth Advisors’s UnitedHealth UNH Stock Holding History

GGM Wealth Advisors’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-410	Closed	-$201K	–	123
2022 Q4	$201K	Sell	410 -225	-35%	-$119K	0.1%	132
2022 Q3	$343K	Hold	635	–	–	0.19%	91
2022 Q2	$326K	Sell	635 -1	-0.2%	-$502	0.18%	95
2022 Q1	$341K	Sell	636 -3	-0.5%	-$1.45K	0.17%	103
2021 Q4	$299K	Buy	639 +2	+0.3%	+$905	0.24%	75
2021 Q3	$286K	Buy	637 +85	+15%	+$35.2K	0.23%	75
2021 Q2	$231K	Buy	552 +4	+0.7%	+$1.59K	0.2%	82
2021 Q1	$218K	Buy	+548	New	+$190K	0.17%	79

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GGM Wealth Advisors's UNH Position: Q1 2023 in Review

GGM Wealth Advisors sold out of UnitedHealth (UNH) in Q1 2023, closing a stake of 410 shares — an estimated $201K sold.

GGM Wealth Advisors first reported a position in UNH in Q1 2021 and held it in 8 quarters. The position peaked at $343K in Q3 2022. 3,110 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

GGM Wealth Advisors reported no remaining UnitedHealth position as of Q1 2023 after selling out during the quarter.
GGM Wealth Advisors sold 410 UnitedHealth shares in Q1 2023, an estimated $201K.
GGM Wealth Advisors first reported a position in UnitedHealth in Q1 2021 and held it in 8 quarters.
GGM Wealth Advisors's UnitedHealth position peaked at $343K in Q3 2022.
3,110 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on GGM Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.