Gould Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
848
-845
| -50% | -$264K | 0.05% | 145 |
|
|
2025
Q1 | $887K | Hold |
1,693
| – | – | 0.18% | 64 |
|
|
2024
Q4 | $856K | Buy |
1,693
+45
| +3% | +$22.8K | 0.18% | 69 |
|
|
2024
Q3 | $964K | Sell |
1,648
-25
| -1% | -$14.6K | 0.21% | 61 |
|
|
2024
Q2 | $852K | Hold |
1,673
| – | – | 0.2% | 66 |
|
|
2024
Q1 | $828K | Hold |
1,673
| – | – | 0.2% | 61 |
|
|
2023
Q4 | $881K | Sell |
1,673
-95
| -5% | -$50K | 0.23% | 51 |
|
|
2023
Q3 | $891K | Hold |
1,768
| – | – | 0.25% | 42 |
|
|
2023
Q2 | $850K | Sell |
1,768
-125
| -7% | -$60.1K | 0.24% | 47 |
|
|
2023
Q1 | $895K | Hold |
1,893
| – | – | 0.26% | 41 |
|
|
2022
Q4 | $1M | Buy |
1,893
+250
| +15% | +$133K | 0.3% | 43 |
|
|
2022
Q3 | $830K | Sell |
1,643
-43
| -3% | -$21.7K | 0.28% | 39 |
|
|
2022
Q2 | $866K | Buy |
1,686
+58
| +4% | +$29.8K | 0.28% | 40 |
|
|
2022
Q1 | $830K | Buy |
1,628
+300
| +23% | +$153K | 0.24% | 42 |
|
|
2021
Q4 | $667K | Buy |
1,328
+345
| +35% | +$173K | 0.19% | 59 |
|
|
2021
Q3 | $384K | Buy |
983
+5
| +0.5% | +$1.95K | 0.12% | 84 |
|
|
2021
Q2 | $392K | Buy |
978
+120
| +14% | +$48.1K | 0.11% | 95 |
|
|
2021
Q1 | $319K | Buy |
+858
| New | +$319K | 0.1% | 104 |
|