GTAM
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Global Trust Asset Management’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$368K Sell
1,180
-188
-14% -$58.7K 0.2% 107
2025
Q1
$716K Sell
1,368
-306
-18% -$160K 0.44% 55
2024
Q4
$847K Buy
1,674
+57
+4% +$28.8K 0.32% 73
2024
Q3
$945K Sell
1,617
-10
-0.6% -$5.85K 0.35% 72
2024
Q2
$828K Hold
1,627
0.33% 73
2024
Q1
$805K Sell
1,627
-135
-8% -$66.8K 0.33% 72
2023
Q4
$928K Buy
1,762
+135
+8% +$71.1K 0.41% 60
2023
Q3
$820K Sell
1,627
-15
-0.9% -$7.56K 0.39% 67
2023
Q2
$789K Hold
1,642
0.35% 69
2023
Q1
$776K Buy
1,642
+10
+0.6% +$4.73K 0.37% 68
2022
Q4
$865K Sell
1,632
-150
-8% -$79.5K 0.44% 66
2022
Q3
$900K Buy
1,782
+86
+5% +$43.4K 0.47% 60
2022
Q2
$871K Sell
1,696
-8
-0.5% -$4.11K 0.43% 60
2022
Q1
$869K Sell
1,704
-631
-27% -$322K 0.36% 63
2021
Q4
$1.17M Buy
2,335
+731
+46% +$367K 0.46% 53
2021
Q3
$627K Sell
1,604
-2
-0.1% -$782 0.28% 83
2021
Q2
$643K Sell
1,606
-670
-29% -$268K 0.31% 79
2021
Q1
$847K Buy
2,276
+640
+39% +$238K 0.47% 56
2020
Q4
$574K Hold
1,636
0.32% 85
2020
Q3
$512K Hold
1,636
0.33% 83
2020
Q2
$483K Buy
1,636
+176
+12% +$52K 0.34% 78
2020
Q1
$367K Sell
1,460
-700
-32% -$176K 0.29% 91
2019
Q4
$635K Buy
2,160
+700
+48% +$206K 0.38% 79
2019
Q3
$317K Sell
1,460
-12,569
-90% -$2.73M 0.21% 109
2019
Q2
$241K Buy
14,029
+13,402
+2,137% +$230K 0.16% 137
2019
Q1
$155K Sell
627
-1,698
-73% -$420K 0.11% 155
2018
Q4
$579K Sell
2,325
-709
-23% -$177K 0.52% 59
2018
Q3
$807K Sell
3,034
-444
-13% -$118K 0.56% 48
2018
Q2
$853K Buy
3,478
+1,908
+122% +$468K 0.64% 43
2018
Q1
$336K Sell
1,570
-1,244
-44% -$266K 0.26% 98
2017
Q4
$620K Buy
+2,814
New +$620K 0.44% 64