GRP
Global Retirement Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Buy |
+13,492
| New | +$4.21M | 0.1% | 183 |
|
|
2024
Q4 | $9.83M | Buy |
19,436
+386
| +2% | +$195K | 0.28% | 76 |
|
|
2024
Q3 | $11.1M | Buy |
19,050
+234
| +1% | +$137K | 0.34% | 61 |
|
|
2024
Q2 | $9.58M | Buy |
18,816
+2,630
| +16% | +$1.34M | 0.3% | 70 |
|
|
2024
Q1 | $8.01M | Buy |
16,186
+318
| +2% | +$157K | 0.3% | 70 |
|
|
2023
Q4 | $8.24M | Buy |
15,868
+438
| +3% | +$227K | 0.34% | 61 |
|
|
2023
Q3 | $7.88M | Buy |
15,430
+131
| +0.9% | +$66.9K | 0.4% | 52 |
|
|
2023
Q2 | $7.35M | Buy |
15,299
+746
| +5% | +$359K | 0.36% | 57 |
|
|
2023
Q1 | $7.12M | Buy |
14,553
+1,087
| +8% | +$532K | 0.38% | 49 |
|
|
2022
Q4 | $7.14M | Buy |
13,466
+333
| +3% | +$177K | 0.49% | 34 |
|
|
2022
Q3 | $7.29M | Buy |
13,133
+448
| +4% | +$249K | 0.55% | 29 |
|
|
2022
Q2 | $6.52M | Sell |
12,685
-54
| -0.4% | -$27.7K | 0.52% | 29 |
|
|
2022
Q1 | $6.34M | Buy |
+12,739
| New | +$6.34M | 0.5% | 35 |
|
|
2021
Q4 | – | Sell |
-11,864
| Closed | -$4.64M | – | 1706 |
|
|
2021
Q3 | $4.64M | Buy |
11,864
+547
| +5% | +$214K | 0.46% | 41 |
|
|
2021
Q2 | $4.53M | Buy |
11,317
+318
| +3% | +$127K | 0.46% | 42 |
|
|
2021
Q1 | $4.09M | Buy |
10,999
+1,333
| +14% | +$496K | 0.48% | 42 |
|
|
2020
Q4 | $3.39M | Sell |
9,666
-393
| -4% | -$138K | 0.42% | 49 |
|
|
2020
Q3 | $3.14M | Buy |
10,059
+604
| +6% | +$188K | 0.46% | 48 |
|
|
2020
Q2 | $2.79M | Sell |
9,455
-110
| -1% | -$32.4K | 0.45% | 44 |
|
|
2020
Q1 | $2.39M | Sell |
9,565
-933
| -9% | -$233K | 0.45% | 48 |
|
|
2019
Q4 | $3.09M | Sell |
10,498
-1,321
| -11% | -$388K | 0.47% | 44 |
|
|
2019
Q3 | $2.57M | Buy |
11,819
+3,291
| +39% | +$715K | 0.42% | 48 |
|
|
2019
Q2 | $2.08M | Buy |
8,528
+2,487
| +41% | +$607K | 0.4% | 48 |
|
|
2019
Q1 | $1.49M | Buy |
6,041
+58
| +1% | +$14.3K | 0.36% | 54 |
|
|
2018
Q4 | $1.49M | Sell |
5,983
-1,153
| -16% | -$287K | 0.38% | 59 |
|
|
2018
Q3 | $1.9M | Buy |
7,136
+814
| +13% | +$217K | 0.43% | 50 |
|
|
2018
Q2 | $1.55M | Buy |
6,322
+468
| +8% | +$115K | 0.39% | 54 |
|
|
2018
Q1 | $1.25M | Buy |
5,854
+755
| +15% | +$162K | 0.35% | 57 |
|
|
2017
Q4 | $1.12M | Buy |
5,099
+1,590
| +45% | +$350K | 0.31% | 60 |
|
|
2017
Q3 | $687K | Buy |
3,509
+242
| +7% | +$47.4K | 0.28% | 75 |
|
|
2017
Q2 | $606K | Buy |
3,267
+487
| +18% | +$90.3K | 0.29% | 79 |
|
|
2017
Q1 | $456K | Buy |
2,780
+1,761
| +173% | +$289K | 0.25% | 94 |
|
|
2016
Q4 | $163K | Buy |
+1,019
| New | +$163K | 0.11% | 178 |
|