Grassi Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Buy |
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|
2025
Q1 | $707K | Buy |
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|
2024
Q4 | $397K | Hold |
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|
2024
Q3 | $459K | Sell |
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|
2024
Q2 | $451K | Sell |
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|
2024
Q1 | $611K | Buy |
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|
2023
Q4 | $466K | Hold |
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|
2023
Q3 | $446K | Hold |
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|
2023
Q2 | $425K | Buy |
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|
2023
Q1 | $324K | Buy |
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|
2022
Q4 | $310K | Hold |
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|
2022
Q3 | $295K | Buy |
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|
2022
Q2 | $249K | Buy |
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