Global Wealth Management Investment Advisory’s UnitedHealth UNH Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-133	Closed	-$70K	–	415
2023 Q4	$70K	Sell	133 -20	-13%	-$10.7K	0.02%	171
2023 Q3	$77.1K	Hold	153	–	–	0.02%	167
2023 Q2	$73.5K	Buy	+153	New	+$74.8K	0.02%	174
2022 Q3	–	Sell	-39	Closed	-$20K	–	452
2022 Q2	$20K	Buy	39 +9	+30%	+$4.52K	0.01%	239
2022 Q1	$15K	Hold	30	–	–	﹤0.01%	282
2021 Q4	$15K	Hold	30	–	–	﹤0.01%	279
2021 Q3	$12K	Hold	30	–	–	﹤0.01%	300
2021 Q2	$12K	Sell	30 -10	-25%	-$3.99K	﹤0.01%	283
2021 Q1	$15K	Sell	40 -21	-34%	-$7.28K	0.01%	274
2020 Q4	$21K	Sell	61 -19	-24%	-$6.37K	0.01%	234
2020 Q3	$25K	Sell	80 -104	-57%	-$31.9K	0.01%	215
2020 Q2	$54K	Sell	184 -20	-10%	-$5.73K	0.02%	185
2020 Q1	$51K	Buy	204 +22	+12%	+$6.05K	0.03%	167
2019 Q4	$54K	Sell	182 -20	-10%	-$5.23K	0.02%	176
2019 Q3	$44K	Sell	202 -24	-11%	-$5.79K	0.02%	175
2019 Q2	$55K	Sell	226 -6	-3%	-$1.44K	0.03%	164
2019 Q1	$57K	Sell	232 -62	-21%	-$15.8K	0.03%	191
2018 Q4	$73K	Buy	+294	New	+$77.7K	0.04%	198

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Wealth Management Investment Advisory's UNH Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 133 shares — an estimated $70K sold.

Global Wealth Management Investment Advisory first reported a position in UNH in Q4 2018 and held it in 18 quarters. The position peaked at $77.1K in Q3 2023. 3,375 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 133 UnitedHealth shares in Q1 2024, an estimated $70K.
Global Wealth Management Investment Advisory first reported a position in UnitedHealth in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's UnitedHealth position peaked at $77.1K in Q3 2023.
3,375 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.