GHAM
Gilman Hill Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-367
| Closed | -$215K | – | 238 |
|
|
2024
Q3 | $215K | Buy |
+367
| New | +$215K | 0.04% | 209 |
|
|
2024
Q2 | – | Sell |
-1,267
| Closed | -$627K | – | 227 |
|
|
2024
Q1 | $627K | Buy |
1,267
+57
| +5% | +$28.2K | 0.11% | 129 |
|
|
2023
Q4 | $637K | Buy |
1,210
+13
| +1% | +$6.84K | 0.12% | 126 |
|
|
2023
Q3 | $604K | Sell |
1,197
-9
| -0.7% | -$4.54K | 0.12% | 128 |
|
|
2023
Q2 | $580K | Hold |
1,206
| – | – | 0.11% | 134 |
|
|
2023
Q1 | $570K | Sell |
1,206
-61
| -5% | -$28.8K | 0.12% | 130 |
|
|
2022
Q4 | $672K | Sell |
1,267
-234
| -16% | -$124K | 0.14% | 121 |
|
|
2022
Q3 | $758K | Sell |
1,501
-7
| -0.5% | -$3.54K | 0.18% | 112 |
|
|
2022
Q2 | $775K | Buy |
+1,508
| New | +$775K | 0.17% | 113 |
|
|
2018
Q4 | – | Sell |
-792
| Closed | -$211K | – | 193 |
|
|
2018
Q3 | $211K | Sell |
792
-50
| -6% | -$13.3K | 0.08% | 164 |
|
|
2018
Q2 | $207K | Buy |
+842
| New | +$207K | 0.08% | 159 |
|