GI
Gradient Investments’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.4M | Buy |
123,184
+12,217
| +11% | +$3.81M | 0.7% | 43 |
|
|
2025
Q1 | $58.1M | Buy |
110,967
+13,960
| +14% | +$7.31M | 1.17% | 22 |
|
|
2024
Q4 | $49.1M | Buy |
97,007
+1,288
| +1% | +$652K | 0.99% | 25 |
|
|
2024
Q3 | $56M | Sell |
95,719
-4,650
| -5% | -$2.72M | 1.17% | 23 |
|
|
2024
Q2 | $51.1M | Buy |
100,369
+7,674
| +8% | +$3.91M | 1.15% | 21 |
|
|
2024
Q1 | $45.9M | Buy |
92,695
+8,417
| +10% | +$4.16M | 1.06% | 20 |
|
|
2023
Q4 | $44.4M | Buy |
84,278
+5,023
| +6% | +$2.64M | 1.07% | 19 |
|
|
2023
Q3 | $40M | Buy |
79,255
+3,035
| +4% | +$1.53M | 1.05% | 24 |
|
|
2023
Q2 | $36.6M | Buy |
76,220
+4,689
| +7% | +$2.25M | 0.94% | 25 |
|
|
2023
Q1 | $33.8M | Buy |
71,531
+39,703
| +125% | +$18.8M | 0.92% | 26 |
|
|
2022
Q4 | $16.9M | Sell |
31,828
-2,095
| -6% | -$1.11M | 0.53% | 46 |
|
|
2022
Q3 | $17.1M | Sell |
33,923
-4,001
| -11% | -$2.02M | 0.52% | 42 |
|
|
2022
Q2 | $19.5M | Sell |
37,924
-38,199
| -50% | -$19.6M | 0.57% | 34 |
|
|
2022
Q1 | $38.8M | Sell |
76,123
-2,278
| -3% | -$1.16M | 1% | 20 |
|
|
2021
Q4 | $39.4M | Buy |
78,401
+32,482
| +71% | +$16.3M | 1% | 21 |
|
|
2021
Q3 | $17.9M | Buy |
45,919
+16,005
| +54% | +$6.25M | 0.5% | 43 |
|
|
2021
Q2 | $12M | Sell |
29,914
-197
| -0.7% | -$78.9K | 0.35% | 74 |
|
|
2021
Q1 | $11.2M | Sell |
30,111
-22,464
| -43% | -$8.36M | 0.36% | 63 |
|
|
2020
Q4 | $16.4M | Sell |
52,575
-566
| -1% | -$176K | 0.7% | 28 |
|
|
2020
Q3 | $16.6M | Buy |
53,141
+6,719
| +14% | +$2.09M | 0.7% | 28 |
|
|
2020
Q2 | $13.7M | Buy |
46,422
+31,123
| +203% | +$9.18M | 0.62% | 36 |
|
|
2020
Q1 | $3.82M | Sell |
15,299
-34,883
| -70% | -$8.7M | 0.21% | 101 |
|
|
2019
Q4 | $14.8M | Sell |
50,182
-1,951
| -4% | -$574K | 0.66% | 26 |
|
|
2019
Q3 | $11.3M | Buy |
52,133
+42,463
| +439% | +$9.23M | 0.56% | 37 |
|
|
2019
Q2 | $2.36M | Buy |
9,670
+6,701
| +226% | +$1.64M | 0.12% | 112 |
|
|
2019
Q1 | $734K | Buy |
2,969
+1,121
| +61% | +$277K | 0.05% | 157 |
|
|
2018
Q4 | $460K | Buy |
1,848
+188
| +11% | +$46.8K | 0.03% | 184 |
|
|
2018
Q3 | $442K | Sell |
1,660
-192
| -10% | -$51.1K | 0.02% | 200 |
|
|
2018
Q2 | $454K | Buy |
1,852
+119
| +7% | +$29.2K | 0.02% | 199 |
|
|
2018
Q1 | $371K | Sell |
1,733
-113
| -6% | -$24.2K | 0.02% | 203 |
|
|
2017
Q4 | $407K | Buy |
1,846
+68
| +4% | +$15K | 0.02% | 205 |
|
|
2017
Q3 | $348K | Sell |
1,778
-66
| -4% | -$12.9K | 0.02% | 203 |
|
|
2017
Q2 | $342K | Buy |
1,844
+1,333
| +261% | +$247K | 0.02% | 186 |
|
|
2017
Q1 | $84K | Buy |
511
+41
| +9% | +$6.74K | 0.01% | 273 |
|
|
2016
Q4 | $75K | Sell |
470
-68
| -13% | -$10.9K | 0.01% | 233 |
|
|
2016
Q3 | $75K | Buy |
538
+68
| +14% | +$9.48K | 0.01% | 230 |
|
|
2016
Q2 | $66K | Buy |
470
+70
| +18% | +$9.83K | 0.01% | 238 |
|
|
2016
Q1 | $52K | Sell |
400
-68
| -15% | -$8.84K | 0.01% | 246 |
|
|
2015
Q4 | $55K | Sell |
468
-1
| -0.2% | -$118 | 0.01% | 243 |
|
|
2015
Q3 | $54K | Sell |
469
-25
| -5% | -$2.88K | 0.01% | 230 |
|
|
2015
Q2 | $60K | Buy |
494
+7
| +1% | +$850 | 0.01% | 226 |
|
|
2015
Q1 | $58K | Sell |
487
-7
| -1% | -$834 | 0.01% | 230 |
|
|
2014
Q4 | $50K | Buy |
494
+100
| +25% | +$10.1K | 0.01% | 233 |
|
|
2014
Q3 | $34K | Buy |
394
+100
| +34% | +$8.63K | 0.01% | 242 |
|
|
2014
Q2 | $24K | Buy |
294
+187
| +175% | +$15.3K | ﹤0.01% | 270 |
|
|
2014
Q1 | $9K | Buy |
107
+34
| +47% | +$2.86K | ﹤0.01% | 356 |
|
|
2013
Q4 | $5K | Sell |
73
-11
| -13% | -$753 | ﹤0.01% | 438 |
|
|
2013
Q3 | $6K | Hold |
84
| – | – | ﹤0.01% | 326 |
|
|
2013
Q2 | $6K | Buy |
+84
| New | +$6K | ﹤0.01% | 303 |
|