Gladstone Institutional Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84M | Buy |
15,529
+866
| +6% | +$270K | 0.2% | 118 |
|
|
2025
Q1 | $7.68M | Buy |
14,663
+800
| +6% | +$419K | 0.36% | 64 |
|
|
2024
Q4 | $7.01M | Buy |
13,863
+175
| +1% | +$88.5K | 0.33% | 71 |
|
|
2024
Q3 | $8M | Sell |
13,688
-820
| -6% | -$479K | 0.39% | 63 |
|
|
2024
Q2 | $7.39M | Sell |
14,508
-120
| -0.8% | -$61.1K | 0.38% | 63 |
|
|
2024
Q1 | $7.24M | Buy |
14,628
+1,834
| +14% | +$907K | 0.4% | 59 |
|
|
2023
Q4 | $6.74M | Buy |
12,794
+1,259
| +11% | +$663K | 0.38% | 65 |
|
|
2023
Q3 | $5.82M | Buy |
11,535
+15
| +0.1% | +$7.56K | 0.38% | 66 |
|
|
2023
Q2 | $5.54M | Sell |
11,520
-1,711
| -13% | -$822K | 0.34% | 78 |
|
|
2023
Q1 | $6.25M | Sell |
13,231
-2,712
| -17% | -$1.28M | 0.4% | 56 |
|
|
2022
Q4 | $8.45M | Sell |
15,943
-1,023
| -6% | -$542K | 0.6% | 27 |
|
|
2022
Q3 | $8.57M | Sell |
16,966
-1,077
| -6% | -$544K | 0.67% | 28 |
|
|
2022
Q2 | $9.27M | Sell |
18,043
-2,742
| -13% | -$1.41M | 0.73% | 22 |
|
|
2022
Q1 | $10.6M | Buy |
20,785
+4,033
| +24% | +$2.06M | 0.72% | 23 |
|
|
2021
Q4 | $8.41M | Buy |
16,752
+6,641
| +66% | +$3.33M | 0.65% | 31 |
|
|
2021
Q3 | $3.95M | Buy |
10,111
+3,505
| +53% | +$1.37M | 0.39% | 71 |
|
|
2021
Q2 | $2.65M | Buy |
6,606
+3,587
| +119% | +$1.44M | 0.31% | 85 |
|
|
2021
Q1 | $1.12M | Buy |
3,019
+1,668
| +123% | +$620K | 0.17% | 131 |
|
|
2020
Q4 | $474K | Sell |
1,351
-661
| -33% | -$232K | 0.09% | 165 |
|
|
2020
Q3 | $627K | Buy |
2,012
+37
| +2% | +$11.5K | 0.15% | 127 |
|
|
2020
Q2 | $582K | Sell |
1,975
-47
| -2% | -$13.9K | 0.15% | 116 |
|
|
2020
Q1 | $504K | Buy |
2,022
+397
| +24% | +$99K | 0.13% | 139 |
|
|
2019
Q4 | $478K | Buy |
1,625
+46
| +3% | +$13.5K | 0.12% | 141 |
|
|
2019
Q3 | $343K | Buy |
1,579
+28
| +2% | +$6.08K | 0.09% | 184 |
|
|
2019
Q2 | $379K | Buy |
+1,551
| New | +$379K | 0.12% | 175 |
|