GA
Goldstein Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
739
-490
| -40% | -$153K | 0.03% | 170 |
|
|
2025
Q1 | $643K | Buy |
1,229
+14
| +1% | +$7.33K | 0.09% | 75 |
|
|
2024
Q4 | $614K | Sell |
1,215
-138
| -10% | -$69.8K | 0.09% | 80 |
|
|
2024
Q3 | $791K | Buy |
1,353
+60
| +5% | +$35.1K | 0.12% | 66 |
|
|
2024
Q2 | $658K | Buy |
1,293
+37
| +3% | +$18.8K | 0.11% | 65 |
|
|
2024
Q1 | $621K | Buy |
1,256
+78
| +7% | +$38.6K | 0.11% | 69 |
|
|
2023
Q4 | $620K | Sell |
1,178
-32
| -3% | -$16.8K | 0.1% | 92 |
|
|
2023
Q3 | $610K | Buy |
1,210
+99
| +9% | +$49.9K | 0.13% | 61 |
|
|
2023
Q2 | $534K | Buy |
1,111
+128
| +13% | +$61.5K | 0.11% | 71 |
|
|
2023
Q1 | $464K | Sell |
983
-97
| -9% | -$45.8K | 0.1% | 76 |
|
|
2022
Q4 | $572K | Buy |
+1,080
| New | +$572K | 0.14% | 67 |
|