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GM Advisory Group’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.46M Buy
17,509
+10,829
+162% +$3.38M 0.27% 53
2025
Q1
$3.5M Sell
6,680
-1,311
-16% -$687K 0.19% 62
2024
Q4
$4.04M Sell
7,991
-1,078
-12% -$545K 0.22% 56
2024
Q3
$5.3M Sell
9,069
-293
-3% -$171K 0.32% 50
2024
Q2
$4.77M Sell
9,362
-3,247
-26% -$1.65M 0.31% 53
2024
Q1
$6.24M Buy
12,609
+2,172
+21% +$1.07M 0.44% 41
2023
Q4
$5.49M Sell
10,437
-54
-0.5% -$28.4K 0.42% 39
2023
Q3
$5.29M Sell
10,491
-5
-0% -$2.52K 0.43% 35
2023
Q2
$5.04M Sell
10,496
-584
-5% -$281K 0.42% 34
2023
Q1
$5.24M Buy
11,080
+1,306
+13% +$617K 0.48% 32
2022
Q4
$5.18M Buy
9,774
+5
+0.1% +$2.65K 0.55% 27
2022
Q3
$4.93M Sell
9,769
-163
-2% -$82.3K 0.62% 22
2022
Q2
$5.1M Buy
9,932
+4,605
+86% +$2.37M 0.8% 23
2022
Q1
$2.72M Sell
5,327
-91
-2% -$46.4K 0.32% 50
2021
Q4
$2.72M Buy
5,418
+7
+0.1% +$3.52K 0.24% 58
2021
Q3
$2.11M Buy
5,411
+39
+0.7% +$15.2K 0.21% 58
2021
Q2
$2.15M Sell
5,372
-277
-5% -$111K 0.22% 62
2021
Q1
$2.1M Sell
5,649
-74
-1% -$27.5K 0.25% 55
2020
Q4
$2.01M Buy
5,723
+56
+1% +$19.6K 0.27% 48
2020
Q3
$1.77M Sell
5,667
-45
-0.8% -$14K 0.27% 45
2020
Q2
$1.69M Buy
5,712
+45
+0.8% +$13.3K 0.31% 48
2020
Q1
$1.41M Buy
5,667
+2,327
+70% +$580K 0.38% 39
2019
Q4
$982K Sell
3,340
-354
-10% -$104K 0.3% 33
2019
Q3
$803K Buy
3,694
+434
+13% +$94.3K 0.25% 42
2019
Q2
$795K Sell
3,260
-179
-5% -$43.7K 0.25% 47
2019
Q1
$850K Hold
3,439
0.28% 44
2018
Q4
$857K Hold
3,439
0.32% 41
2018
Q3
$915K Hold
3,439
0.29% 51
2018
Q2
$844K Hold
3,439
0.25% 49
2018
Q1
$736K Sell
3,439
-12
-0.3% -$2.57K 0.22% 52
2017
Q4
$761K Buy
3,451
+1,539
+80% +$339K 0.21% 54
2017
Q3
$374K Hold
1,912
0.11% 75
2017
Q2
$355K Sell
1,912
-424
-18% -$78.7K 0.11% 80
2017
Q1
$383K Hold
2,336
0.13% 70
2016
Q4
$374K Buy
+2,336
New +$374K 0.13% 76
2014
Q2
Sell
-3,860
Closed -$314K 82
2014
Q1
$314K Hold
3,860
0.24% 44
2013
Q4
$291K Buy
+3,860
New +$291K 0.3% 42