Glassy Mountain Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
5,860
-3,336
| -36% | -$1.04M | 0.59% | 44 |
|
|
2025
Q1 | $4.82M | Buy |
9,196
+889
| +11% | +$466K | 1.71% | 25 |
|
|
2024
Q4 | $4.2M | Buy |
8,307
+273
| +3% | +$138K | 1.44% | 28 |
|
|
2024
Q3 | $4.7M | Buy |
+8,034
| New | +$4.7M | 1.65% | 25 |
|
|
2023
Q1 | – | Sell |
-195
| Closed | -$103K | – | 199 |
|
|
2022
Q4 | $103K | Buy |
+195
| New | +$103K | 0.06% | 86 |
|