GFA
Gifford Fong Associates’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Hold |
5,918
| – | – | 0.43% | 61 |
|
|
2025
Q1 | $3.1M | Hold |
5,918
| – | – | 0.77% | 42 |
|
|
2024
Q4 | $2.99M | Hold |
5,918
| – | – | 0.73% | 45 |
|
|
2024
Q3 | $3.46M | Hold |
5,918
| – | – | 0.87% | 34 |
|
|
2024
Q2 | $3.01M | Hold |
5,918
| – | – | 0.8% | 36 |
|
|
2024
Q1 | $2.93M | Sell |
5,918
-7,288
| -55% | -$3.61M | 0.81% | 38 |
|
|
2023
Q4 | $6.95M | Hold |
13,206
| – | – | 1.48% | 16 |
|
|
2023
Q3 | $6.66M | Hold |
13,206
| – | – | 1.59% | 14 |
|
|
2023
Q2 | $6.35M | Hold |
13,206
| – | – | 1.49% | 14 |
|
|
2023
Q1 | $6.24M | Sell |
13,206
-8,794
| -40% | -$4.16M | 1.64% | 11 |
|
|
2022
Q4 | $11.7M | Hold |
22,000
| – | – | 2.67% | 7 |
|
|
2022
Q3 | $11.1M | Hold |
22,000
| – | – | 2.75% | 6 |
|
|
2022
Q2 | $11.3M | Hold |
22,000
| – | – | 2.63% | 7 |
|
|
2022
Q1 | $11.2M | Hold |
22,000
| – | – | 2.05% | 11 |
|
|
2021
Q4 | $11M | Hold |
22,000
| – | – | 1.93% | 12 |
|
|
2021
Q3 | $8.6M | Hold |
22,000
| – | – | 1.67% | 14 |
|
|
2021
Q2 | $8.81M | Hold |
22,000
| – | – | 1.71% | 13 |
|
|
2021
Q1 | $8.19M | Hold |
22,000
| – | – | 1.76% | 12 |
|
|
2020
Q4 | $7.72M | Hold |
22,000
| – | – | 1.79% | 12 |
|
|
2020
Q3 | $6.86M | Hold |
22,000
| – | – | 1.84% | 12 |
|
|
2020
Q2 | $6.49M | Buy |
22,000
+20,000
| +1,000% | +$5.9M | 1.97% | 10 |
|
|
2020
Q1 | $499K | Hold |
2,000
| – | – | 0.18% | 84 |
|
|
2019
Q4 | $588K | Hold |
2,000
| – | – | 0.17% | 92 |
|
|
2019
Q3 | $435K | Hold |
2,000
| – | – | 0.14% | 100 |
|
|
2019
Q2 | $488K | Hold |
2,000
| – | – | 0.16% | 93 |
|
|
2019
Q1 | $495K | Hold |
2,000
| – | – | 0.16% | 91 |
|
|
2018
Q4 | $498K | Hold |
2,000
| – | – | 0.19% | 89 |
|
|
2018
Q3 | $532K | Hold |
2,000
| – | – | 0.17% | 91 |
|
|
2018
Q2 | $491K | Buy |
+2,000
| New | +$491K | 0.17% | 90 |
|