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 |
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|
2023
Q4 | $2.32M | Sell |
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|
2023
Q3 | $2.24M | Buy |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.08M | Sell |
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|
2022
Q4 | $2.42M | Sell |
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|
2022
Q3 | $2.43M | Buy |
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|
2022
Q2 | $2.44M | Buy |
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|
2022
Q1 | $2.4M | Buy |
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|
2021
Q4 | $992K | Buy |
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|
2021
Q3 | $707K | Buy |
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|
2021
Q2 | $661K | Buy |
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|
2021
Q1 | $593K | Buy |
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|
2020
Q4 | $552K | Buy |
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|
2020
Q3 | $479K | Sell |
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|
2020
Q2 | $834K | Buy |
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|
2020
Q1 | $700K | Sell |
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|
2019
Q4 | $936K | Sell |
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|
2019
Q3 | $1.19M | Sell |
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|
2019
Q2 | $1.57M | Sell |
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|
2019
Q1 | $2.01M | Sell |
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|
2018
Q4 | $2.61M | Sell |
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|
2018
Q3 | $3.57M | Buy |
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|
2018
Q2 | $672K | Buy |
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|
2018
Q1 | $585K | Buy |
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|
2017
Q4 | $588K | Sell |
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|
2017
Q3 | $544K | Hold |
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|
2017
Q2 | $515K | Buy |
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|
2017
Q1 | $455K | Buy |
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|
2016
Q4 | $152K | Buy |
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|
2016
Q3 | $106K | Hold |
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|
2016
Q2 | $107K | Hold |
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|
2016
Q1 | $98K | Hold |
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|
2015
Q4 | $89K | Hold |
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|
2015
Q3 | $88K | Hold |
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|
2015
Q2 | $92K | Buy |
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|
2015
Q1 | – | Hold |
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