Gray Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $380K | Hold |
751
| – | – | 0.14% | 84 |
|
|
2024
Q3 | $439K | Buy |
751
+11
| +1% | +$6.43K | 0.17% | 74 |
|
|
2024
Q2 | $377K | Sell |
740
-58
| -7% | -$29.5K | 0.16% | 78 |
|
|
2024
Q1 | $395K | Buy |
798
+65
| +9% | +$32.2K | 0.18% | 76 |
|
|
2023
Q4 | $386K | Sell |
733
-35
| -5% | -$18.4K | 0.19% | 76 |
|
|
2023
Q3 | $387K | Buy |
768
+102
| +15% | +$51.4K | 0.2% | 73 |
|
|
2023
Q2 | $320K | Buy |
666
+55
| +9% | +$26.4K | 0.16% | 86 |
|
|
2023
Q1 | $289K | Buy |
611
+15
| +3% | +$7.09K | 0.16% | 93 |
|
|
2022
Q4 | $316K | Buy |
596
+100
| +20% | +$53K | 0.18% | 82 |
|
|
2022
Q3 | $250K | Hold |
496
| – | – | 0.16% | 87 |
|
|
2022
Q2 | $255K | Buy |
496
+40
| +9% | +$20.6K | 0.15% | 90 |
|
|
2022
Q1 | $233K | Hold |
456
| – | – | 0.12% | 109 |
|
|
2021
Q4 | $229K | Buy |
+456
| New | +$229K | 0.11% | 114 |
|