GB
Goepper Burkhardt’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
3,667
-50
| -1% | -$15.6K | 0.42% | 27 |
|
|
2025
Q1 | $1.95M | Hold |
3,717
| – | – | 0.78% | 24 |
|
|
2024
Q4 | $1.88M | Sell |
3,717
-25
| -0.7% | -$12.6K | 0.76% | 22 |
|
|
2024
Q3 | $2.19M | Hold |
3,742
| – | – | 0.9% | 23 |
|
|
2024
Q2 | $1.91M | Hold |
3,742
| – | – | 0.86% | 22 |
|
|
2024
Q1 | $1.92M | Sell |
3,742
-6
| -0.2% | -$3.08K | 0.89% | 22 |
|
|
2023
Q4 | $1.94M | Buy |
3,748
+194
| +5% | +$101K | 0.97% | 20 |
|
|
2023
Q3 | $1.79M | Hold |
3,554
| – | – | 1.09% | 18 |
|
|
2023
Q2 | $1.71M | Buy |
3,554
+2
| +0.1% | +$961 | 1.03% | 18 |
|
|
2023
Q1 | $1.68M | Sell |
3,552
-27
| -0.8% | -$12.8K | 1.1% | 18 |
|
|
2022
Q4 | $1.9M | Buy |
3,579
+27
| +0.8% | +$14.3K | 1.33% | 15 |
|
|
2022
Q3 | $1.79M | Hold |
3,552
| – | – | 1.33% | 15 |
|
|
2022
Q2 | $1.82M | Hold |
3,552
| – | – | 1.29% | 15 |
|
|
2022
Q1 | $1.81M | Buy |
3,552
+25
| +0.7% | +$12.7K | 1.1% | 16 |
|
|
2021
Q4 | $1.77M | Hold |
3,527
| – | – | 1.05% | 16 |
|
|
2021
Q3 | $1.38M | Hold |
3,527
| – | – | 0.88% | 18 |
|
|
2021
Q2 | $1.41M | Hold |
3,527
| – | – | 0.89% | 18 |
|
|
2021
Q1 | $1.31M | Hold |
3,527
| – | – | 0.89% | 17 |
|
|
2020
Q4 | $1.24M | Buy |
+3,527
| New | +$1.24M | 0.9% | 17 |
|