Glassman Wealth Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,399
| Closed | -$2.32M | – | 1728 |
|
|
2023
Q4 | $2.32M | Sell |
4,399
-36
| -0.8% | -$19.2K | 0.33% | 28 |
|
|
2023
Q3 | $2.24M | Buy |
4,435
+2,203
| +99% | +$1.08M | 0.36% | 25 |
|
|
2023
Q2 | $1.07M | Sell |
2,232
-57
| -2% | -$27.9K | 0.17% | 40 |
|
|
2023
Q1 | $1.08M | Sell |
2,289
-2,279
| -50% | -$1.1M | 0.19% | 36 |
|
|
2022
Q4 | $2.42M | Sell |
4,568
-242
| -5% | -$128K | 0.45% | 21 |
|
|
2022
Q3 | $2.43M | Buy |
4,810
+66
| +1% | +$34.7K | 0.52% | 19 |
|
|
2022
Q2 | $2.44M | Buy |
4,744
+43
| +0.9% | +$21.6K | 0.5% | 23 |
|
|
2022
Q1 | $2.4M | Buy |
4,701
+2,726
| +138% | +$1.31M | 0.44% | 22 |
|
|
2021
Q4 | $992K | Buy |
1,975
+165
| +9% | +$74.7K | 0.18% | 43 |
|
|
2021
Q3 | $707K | Buy |
1,810
+160
| +10% | +$66.3K | 0.15% | 62 |
|
|
2021
Q2 | $661K | Buy |
1,650
+55
| +3% | +$21.9K | 0.14% | 61 |
|
|
2021
Q1 | $593K | Buy |
1,595
+20
| +1% | +$6.93K | 0.13% | 72 |
|
|
2020
Q4 | $552K | Buy |
1,575
+39
| +3% | +$13.1K | 0.13% | 70 |
|
|
2020
Q3 | $479K | Sell |
1,536
-1,290
| -46% | -$396K | 0.13% | 70 |
|
|
2020
Q2 | $834K | Buy |
2,826
+18
| +0.6% | +$5.16K | 0.26% | 37 |
|
|
2020
Q1 | $700K | Sell |
2,808
-375
| -12% | -$103K | 0.27% | 39 |
|
|
2019
Q4 | $936K | Sell |
3,183
-2,289
| -42% | -$599K | 0.35% | 34 |
|
|
2019
Q3 | $1.19M | Sell |
5,472
-973
| -15% | -$235K | 0.48% | 27 |
|
|
2019
Q2 | $1.57M | Sell |
6,445
-1,678
| -21% | -$404K | 0.64% | 20 |
|
|
2019
Q1 | $2.01M | Sell |
8,123
-2,357
| -22% | -$601K | 0.87% | 19 |
|
|
2018
Q4 | $2.61M | Sell |
10,480
-2,941
| -22% | -$777K | 1.4% | 13 |
|
|
2018
Q3 | $3.57M | Buy |
13,421
+10,680
| +390% | +$2.78M | 1.64% | 10 |
|
|
2018
Q2 | $672K | Buy |
2,741
+7
| +0.3% | +$1.68K | 0.33% | 36 |
|
|
2018
Q1 | $585K | Buy |
2,734
+67
| +3% | +$15.3K | 0.36% | 32 |
|
|
2017
Q4 | $588K | Sell |
2,667
-109
| -4% | -$23.1K | 0.36% | 32 |
|
|
2017
Q3 | $544K | Hold |
2,776
| – | – | 0.35% | 34 |
|
|
2017
Q2 | $515K | Buy |
2,776
+3
| +0.1% | +$526 | 0.34% | 36 |
|
|
2017
Q1 | $455K | Buy |
2,773
+1,826
| +193% | +$299K | 0.31% | 33 |
|
|
2016
Q4 | $152K | Buy |
947
+189
| +25% | +$28.2K | 0.11% | 109 |
|
|
2016
Q3 | $106K | Hold |
758
| – | – | 0.09% | 95 |
|
|
2016
Q2 | $107K | Hold |
758
| – | – | 0.09% | 91 |
|
|
2016
Q1 | $98K | Hold |
758
| – | – | 0.09% | 108 |
|
|
2015
Q4 | $89K | Hold |
758
| – | – | 0.08% | 113 |
|
|
2015
Q3 | $88K | Hold |
758
| – | – | 0.08% | 111 |
|
|
2015
Q2 | $92K | Buy |
+758
| New | +$89.7K | 0.07% | 112 |
|
Other funds holding UNH
Glassman Wealth Services's UNH Position: Q1 2024 in Review
Glassman Wealth Services sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 4,399 shares — an estimated $2.32M sold.
Glassman Wealth Services first reported a position in UNH in Q2 2015 and held it in 35 quarters. The position peaked at $3.57M in Q3 2018. 3,375 funds tracked by Wall St. Rank hold UNH as of Q1 2024.
- Glassman Wealth Services reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
- Glassman Wealth Services sold 4,399 UnitedHealth shares in Q1 2024, an estimated $2.32M.
- Glassman Wealth Services first reported a position in UnitedHealth in Q2 2015 and held it in 35 quarters.
- Glassman Wealth Services's UnitedHealth position peaked at $3.57M in Q3 2018.
- 3,375 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.
Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.