GLLW
Graves Light Lenhart Wealth’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Hold |
1,720
| – | – | 0.06% | 109 |
|
|
2025
Q1 | $901K | Buy |
1,720
+48
| +3% | +$25.1K | 0.11% | 83 |
|
|
2024
Q4 | $846K | Hold |
1,672
| – | – | 0.11% | 88 |
|
|
2024
Q3 | $978K | Hold |
1,672
| – | – | 0.12% | 83 |
|
|
2024
Q2 | $827K | Buy |
1,672
+8
| +0.5% | +$3.96K | 0.09% | 87 |
|
|
2024
Q1 | $823K | Sell |
1,664
-13
| -0.8% | -$6.43K | 0.1% | 89 |
|
|
2023
Q4 | $883K | Hold |
1,677
| – | – | 0.11% | 82 |
|
|
2023
Q3 | $880K | Hold |
1,677
| – | – | 0.12% | 81 |
|
|
2023
Q2 | $806K | Buy |
1,677
+13
| +0.8% | +$6.25K | 0.11% | 93 |
|
|
2023
Q1 | $786K | Hold |
1,664
| – | – | 0.12% | 84 |
|
|
2022
Q4 | $882K | Sell |
1,664
-18
| -1% | -$9.54K | 0.14% | 88 |
|
|
2022
Q3 | $849K | Buy |
1,682
+18
| +1% | +$9.09K | 0.14% | 87 |
|
|
2022
Q2 | $855K | Hold |
1,664
| – | – | 0.13% | 88 |
|
|
2022
Q1 | $849K | Sell |
1,664
-257
| -13% | -$131K | 0.12% | 88 |
|
|
2021
Q4 | $965K | Buy |
1,921
+33
| +2% | +$16.6K | 0.14% | 83 |
|
|
2021
Q3 | $738K | Hold |
1,888
| – | – | 0.12% | 86 |
|
|
2021
Q2 | $756K | Sell |
1,888
-222
| -11% | -$88.9K | 0.12% | 80 |
|
|
2021
Q1 | $785K | Buy |
2,110
+81
| +4% | +$30.1K | 0.13% | 80 |
|
|
2020
Q4 | $712K | Hold |
2,029
| – | – | 0.13% | 77 |
|
|
2020
Q3 | $633K | Sell |
2,029
-2
| -0.1% | -$624 | 0.14% | 78 |
|
|
2020
Q2 | $599K | Hold |
2,031
| – | – | 0.14% | 81 |
|
|
2020
Q1 | $506K | Sell |
2,031
-41
| -2% | -$10.2K | 0.14% | 82 |
|
|
2019
Q4 | $609K | Buy |
2,072
+79
| +4% | +$23.2K | 0.13% | 91 |
|
|
2019
Q3 | $504K | Sell |
1,993
-2
| -0.1% | -$506 | 0.11% | 102 |
|
|
2019
Q2 | $487K | Buy |
1,995
+47
| +2% | +$11.5K | 0.12% | 95 |
|
|
2019
Q1 | $482K | Hold |
1,948
| – | – | 0.12% | 91 |
|
|
2018
Q4 | $485K | Buy |
+1,948
| New | +$485K | 0.14% | 86 |
|