Gitterman Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $807K | Buy |
2,586
+1
| +0% | +$312 | 0.19% | 22 |
|
|
2025
Q1 | $1.35M | Buy |
2,585
+5
| +0.2% | +$2.62K | 0.36% | 15 |
|
|
2024
Q4 | $1.31M | Buy |
2,580
+3
| +0.1% | +$1.52K | 0.55% | 14 |
|
|
2024
Q3 | $1.51M | Hold |
2,577
| – | – | 0.63% | 12 |
|
|
2024
Q2 | $1.31M | Hold |
2,577
| – | – | 0.51% | 13 |
|
|
2024
Q1 | $1.27M | Hold |
2,577
| – | – | 0.49% | 13 |
|
|
2023
Q4 | $1.36M | Hold |
2,577
| – | – | 0.6% | 10 |
|
|
2023
Q3 | $1.3M | Sell |
2,577
-16
| -0.6% | -$8.07K | 0.62% | 10 |
|
|
2023
Q2 | $1.25M | Sell |
2,593
-414
| -14% | -$199K | 0.58% | 11 |
|
|
2023
Q1 | $1.42M | Buy |
3,007
+414
| +16% | +$196K | 0.68% | 9 |
|
|
2022
Q4 | $1.37M | Sell |
2,593
-319
| -11% | -$169K | 0.69% | 10 |
|
|
2022
Q3 | $1.49M | Sell |
2,912
-143
| -5% | -$73K | 1.53% | 6 |
|
|
2022
Q2 | $1.58M | Sell |
3,055
-147
| -5% | -$75.9K | 1.47% | 8 |
|
|
2022
Q1 | $1.63M | Sell |
3,202
-24
| -0.7% | -$12.2K | 1.31% | 8 |
|
|
2021
Q4 | $1.62M | Buy |
3,226
+288
| +10% | +$145K | 1.2% | 13 |
|
|
2021
Q3 | $1.15M | Buy |
2,938
+219
| +8% | +$85.6K | 0.92% | 16 |
|
|
2021
Q2 | $1.09M | Hold |
2,719
| – | – | 0.88% | 16 |
|
|
2021
Q1 | $1.01M | Buy |
+2,719
| New | +$1.01M | 0.65% | 15 |
|