Gradient Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $48.9M | Buy |
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|
2025
Q2 | $38.4M | Buy |
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|
2025
Q1 | $58.1M | Buy |
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|
2024
Q4 | $49.1M | Buy |
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|
2024
Q3 | $56M | Sell |
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|
2024
Q2 | $51.1M | Buy |
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|
2024
Q1 | $45.9M | Buy |
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|
2023
Q4 | $44.4M | Buy |
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|
2023
Q3 | $40M | Buy |
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|
2023
Q2 | $36.6M | Buy |
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|
2023
Q1 | $33.8M | Buy |
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|
2022
Q4 | $16.9M | Sell |
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|
2022
Q3 | $17.1M | Sell |
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|
2022
Q2 | $19.5M | Sell |
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|
2022
Q1 | $38.8M | Sell |
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|
2021
Q4 | $39.4M | Buy |
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|
2021
Q3 | $17.9M | Buy |
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|
2021
Q2 | $12M | Sell |
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|
2021
Q1 | $11.2M | Sell |
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|
2020
Q4 | $16.4M | Sell |
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|
2020
Q3 | $16.6M | Buy |
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|
2020
Q2 | $13.7M | Buy |
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|
2020
Q1 | $3.81M | Sell |
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|
2019
Q4 | $14.8M | Sell |
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|
2019
Q3 | $11.3M | Buy |
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|
2019
Q2 | $2.36M | Buy |
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|
2019
Q1 | $734K | Buy |
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|
2018
Q4 | $460K | Buy |
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|
2018
Q3 | $442K | Sell |
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|
2018
Q2 | $454K | Buy |
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|
2018
Q1 | $371K | Sell |
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|
2017
Q4 | $407K | Buy |
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|
2017
Q3 | $348K | Sell |
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|
2017
Q2 | $342K | Buy |
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|
2017
Q1 | $84K | Buy |
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|
2016
Q4 | $75K | Sell |
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|
2016
Q3 | $75K | Buy |
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|
2016
Q2 | $66K | Buy |
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|
2016
Q1 | $52K | Sell |
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|
2015
Q4 | $55K | Sell |
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|
2015
Q3 | $54K | Sell |
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|
2015
Q2 | $60K | Buy |
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|
2015
Q1 | $58K | Sell |
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|
2014
Q4 | $50K | Buy |
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|
2014
Q3 | $34K | Buy |
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|
2014
Q2 | $24K | Buy |
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|
2014
Q1 | $9K | Buy |
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|
2013
Q4 | $5K | Sell |
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|
2013
Q3 | $6K | Hold |
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|
2013
Q2 | $6K | Buy |
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