GEA
Glen Eagle Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $905K | Sell |
2,902
-521
| -15% | -$163K | 0.14% | 105 |
|
|
2025
Q1 | $1.79M | Sell |
3,423
-2,220
| -39% | -$1.16M | 0.3% | 61 |
|
|
2024
Q4 | $2.85M | Sell |
5,643
-980
| -15% | -$496K | 0.47% | 42 |
|
|
2024
Q3 | $3.87M | Sell |
6,623
-805
| -11% | -$471K | 0.65% | 32 |
|
|
2024
Q2 | $3.78M | Sell |
7,428
-1,824
| -20% | -$929K | 0.69% | 30 |
|
|
2024
Q1 | $4.58M | Sell |
9,252
-25
| -0.3% | -$12.4K | 0.87% | 25 |
|
|
2023
Q4 | $4.88M | Sell |
9,277
-245
| -3% | -$129K | 1.01% | 21 |
|
|
2023
Q3 | $4.8M | Sell |
9,522
-408
| -4% | -$206K | 1.11% | 18 |
|
|
2023
Q2 | $4.77M | Buy |
9,930
+217
| +2% | +$104K | 1.1% | 21 |
|
|
2023
Q1 | $4.59M | Buy |
9,713
+314
| +3% | +$148K | 1.15% | 19 |
|
|
2022
Q4 | $4.98M | Buy |
9,399
+450
| +5% | +$239K | 1.36% | 12 |
|
|
2022
Q3 | $4.52M | Buy |
8,949
+56
| +0.6% | +$28.3K | 1.31% | 15 |
|
|
2022
Q2 | $4.57M | Buy |
8,893
+2,618
| +42% | +$1.34M | 1.24% | 15 |
|
|
2022
Q1 | $3.2M | Buy |
6,275
+1,183
| +23% | +$603K | 0.84% | 30 |
|
|
2021
Q4 | $2.56M | Buy |
5,092
+844
| +20% | +$424K | 0.67% | 36 |
|
|
2021
Q3 | $1.66M | Buy |
4,248
+157
| +4% | +$61.3K | 0.48% | 52 |
|
|
2021
Q2 | $1.64M | Buy |
4,091
+15
| +0.4% | +$6.01K | 0.51% | 48 |
|
|
2021
Q1 | $1.52M | Buy |
4,076
+33
| +0.8% | +$12.3K | 0.53% | 46 |
|
|
2020
Q4 | $1.42M | Sell |
4,043
-81
| -2% | -$28.4K | 0.56% | 43 |
|
|
2020
Q3 | $1.29M | Buy |
4,124
+145
| +4% | +$45.2K | 0.58% | 42 |
|
|
2020
Q2 | $1.17M | Sell |
3,979
-121
| -3% | -$35.7K | 0.6% | 41 |
|
|
2020
Q1 | $1.02M | Sell |
4,100
-655
| -14% | -$163K | 0.72% | 37 |
|
|
2019
Q4 | $1.4M | Buy |
4,755
+961
| +25% | +$283K | 0.75% | 33 |
|
|
2019
Q3 | $825K | Hold |
3,794
| – | – | 0.54% | 46 |
|
|
2019
Q2 | $926K | Buy |
3,794
+54
| +1% | +$13.2K | 0.63% | 40 |
|
|
2019
Q1 | $925K | Buy |
3,740
+475
| +15% | +$117K | 0.67% | 36 |
|
|
2018
Q4 | $813K | Buy |
3,265
+55
| +2% | +$13.7K | 0.69% | 36 |
|
|
2018
Q3 | $854K | Buy |
3,210
+301
| +10% | +$80.1K | 0.61% | 38 |
|
|
2018
Q2 | $714K | Buy |
2,909
+860
| +42% | +$211K | 0.56% | 44 |
|
|
2018
Q1 | $438K | Buy |
2,049
+283
| +16% | +$60.6K | 0.36% | 67 |
|
|
2017
Q4 | $389K | Sell |
1,766
-152
| -8% | -$33.5K | 0.34% | 69 |
|
|
2017
Q3 | $376K | Sell |
1,918
-1,077
| -36% | -$211K | 0.35% | 64 |
|
|
2017
Q2 | $555K | Buy |
2,995
+208
| +7% | +$38.6K | 0.44% | 57 |
|
|
2017
Q1 | $459K | Buy |
2,787
+32
| +1% | +$5.27K | 0.39% | 71 |
|
|
2016
Q4 | $441K | Buy |
+2,755
| New | +$441K | 0.4% | 71 |
|