GWSG
GPS Wealth Strategies Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Sell |
1,306
-438
| -25% | -$137K | 0.05% | 206 |
|
|
2025
Q1 | $914K | Sell |
1,744
-183
| -9% | -$95.9K | 0.12% | 120 |
|
|
2024
Q4 | $975K | Sell |
1,927
-146
| -7% | -$73.8K | 0.13% | 108 |
|
|
2024
Q3 | $1.21M | Sell |
2,073
-107
| -5% | -$62.6K | 0.16% | 97 |
|
|
2024
Q2 | $1.11M | Sell |
2,180
-93
| -4% | -$47.4K | 0.17% | 94 |
|
|
2024
Q1 | $1.12M | Sell |
2,273
-3,251
| -59% | -$1.61M | 0.18% | 93 |
|
|
2023
Q4 | $2.91M | Buy |
5,524
+85
| +2% | +$44.7K | 0.53% | 33 |
|
|
2023
Q3 | $2.74M | Sell |
5,439
-219
| -4% | -$110K | 0.53% | 37 |
|
|
2023
Q2 | $2.72M | Sell |
5,658
-228
| -4% | -$110K | 0.51% | 35 |
|
|
2023
Q1 | $2.78M | Buy |
+5,886
| New | +$2.78M | 0.58% | 33 |
|
|
2022
Q4 | – | Sell |
-5,301
| Closed | -$2.68M | – | 1018 |
|
|
2022
Q3 | $2.68M | Buy |
5,301
+46
| +0.9% | +$23.2K | 0.68% | 31 |
|
|
2022
Q2 | $2.7M | Sell |
5,255
-383
| -7% | -$197K | 0.69% | 27 |
|
|
2022
Q1 | $2.88M | Sell |
5,638
-44
| -0.8% | -$22.4K | 0.65% | 25 |
|
|
2021
Q4 | $2.85M | Buy |
5,682
+2,376
| +72% | +$1.19M | 0.63% | 27 |
|
|
2021
Q3 | $1.29M | Buy |
3,306
+183
| +6% | +$71.5K | 0.32% | 56 |
|
|
2021
Q2 | $1.25M | Buy |
3,123
+147
| +5% | +$58.9K | 0.32% | 54 |
|
|
2021
Q1 | $1.11M | Buy |
2,976
+213
| +8% | +$79.2K | 0.33% | 53 |
|
|
2020
Q4 | $969K | Buy |
2,763
+7
| +0.3% | +$2.46K | 0.34% | 53 |
|
|
2020
Q3 | $859K | Buy |
+2,756
| New | +$859K | 0.35% | 53 |
|