Gilbert & Cook’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Sell |
1,528
-77
| -5% | -$24K | 0.06% | 143 |
|
|
2025
Q1 | $841K | Buy |
1,605
+41
| +3% | +$21.5K | 0.12% | 79 |
|
|
2024
Q4 | $791K | Buy |
1,564
+9
| +0.6% | +$4.55K | 0.11% | 88 |
|
|
2024
Q3 | $909K | Buy |
1,555
+1,095
| +238% | +$640K | 0.13% | 76 |
|
|
2024
Q2 | $234K | Hold |
460
| – | – | 0.03% | 194 |
|
|
2024
Q1 | $228K | Sell |
460
-9
| -2% | -$4.46K | 0.03% | 208 |
|
|
2023
Q4 | $247K | Buy |
469
+12
| +3% | +$6.32K | 0.03% | 204 |
|
|
2023
Q3 | $230K | Buy |
+457
| New | +$230K | 0.04% | 198 |
|
|
2023
Q2 | – | Sell |
-960
| Closed | -$454K | – | 236 |
|
|
2023
Q1 | $454K | Hold |
960
| – | – | 0.08% | 108 |
|
|
2022
Q4 | $509K | Sell |
960
-59
| -6% | -$31.3K | 0.09% | 100 |
|
|
2022
Q3 | $554K | Buy |
1,019
+138
| +16% | +$75K | 0.12% | 92 |
|
|
2022
Q2 | $453K | Buy |
+881
| New | +$453K | 0.08% | 107 |
|
|
2019
Q3 | – | Sell |
-1,510
| Closed | -$368K | – | 129 |
|
|
2019
Q2 | $368K | Buy |
1,510
+68
| +5% | +$16.6K | 0.11% | 70 |
|
|
2019
Q1 | $357K | Buy |
1,442
+39
| +3% | +$9.66K | 0.11% | 69 |
|
|
2018
Q4 | $350K | Buy |
1,403
+210
| +18% | +$52.4K | 0.12% | 63 |
|
|
2018
Q3 | $317K | Sell |
1,193
-85
| -7% | -$22.6K | 0.1% | 72 |
|
|
2018
Q2 | $314K | Buy |
1,278
+73
| +6% | +$17.9K | 0.11% | 64 |
|
|
2018
Q1 | $258K | Sell |
1,205
-216
| -15% | -$46.2K | 0.09% | 71 |
|
|
2017
Q4 | $313K | Sell |
1,421
-71
| -5% | -$15.6K | 0.11% | 53 |
|
|
2017
Q3 | $292K | Sell |
1,492
-1,693
| -53% | -$331K | 0.11% | 55 |
|
|
2017
Q2 | $590K | Buy |
3,185
+1,682
| +112% | +$312K | 0.21% | 44 |
|
|
2017
Q1 | $247K | Sell |
1,503
-14
| -0.9% | -$2.3K | 0.1% | 66 |
|
|
2016
Q4 | $243K | Buy |
+1,517
| New | +$243K | 0.11% | 63 |
|