GIM
Grassi Investment Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Buy |
1,517
+167
| +12% | +$52.1K | 0.04% | 96 |
|
|
2025
Q1 | $707K | Buy |
1,350
+565
| +72% | +$296K | 0.07% | 84 |
|
|
2024
Q4 | $397K | Hold |
785
| – | – | 0.03% | 101 |
|
|
2024
Q3 | $459K | Sell |
785
-100
| -11% | -$58.5K | 0.04% | 98 |
|
|
2024
Q2 | $451K | Sell |
885
-350
| -28% | -$178K | 0.04% | 101 |
|
|
2024
Q1 | $611K | Buy |
1,235
+350
| +40% | +$173K | 0.06% | 90 |
|
|
2023
Q4 | $466K | Hold |
885
| – | – | 0.05% | 94 |
|
|
2023
Q3 | $446K | Hold |
885
| – | – | 0.05% | 92 |
|
|
2023
Q2 | $425K | Buy |
885
+200
| +29% | +$96K | 0.05% | 97 |
|
|
2023
Q1 | $324K | Buy |
685
+100
| +17% | +$47.3K | 0.04% | 101 |
|
|
2022
Q4 | $310K | Hold |
585
| – | – | 0.04% | 98 |
|
|
2022
Q3 | $295K | Buy |
585
+100
| +21% | +$50.4K | 0.04% | 103 |
|
|
2022
Q2 | $249K | Buy |
+485
| New | +$249K | 0.03% | 113 |
|