Great Diamond Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
672
-2,848
| -81% | -$888K | 0.04% | 216 |
|
|
2025
Q1 | $1.84M | Sell |
3,520
-1,277
| -27% | -$669K | 0.5% | 61 |
|
|
2024
Q4 | $2.43M | Sell |
4,797
-1
| -0% | -$506 | 0.63% | 48 |
|
|
2024
Q3 | $2.81M | Sell |
4,798
-951
| -17% | -$556K | 0.71% | 40 |
|
|
2024
Q2 | $2.93M | Sell |
5,749
-220
| -4% | -$112K | 0.69% | 42 |
|
|
2024
Q1 | $2.95M | Sell |
5,969
-1,418
| -19% | -$702K | 0.68% | 42 |
|
|
2023
Q4 | $3.89M | Buy |
7,387
+115
| +2% | +$60.5K | 0.96% | 25 |
|
|
2023
Q3 | $3.67M | Buy |
7,272
+239
| +3% | +$121K | 0.99% | 23 |
|
|
2023
Q2 | $3.38M | Buy |
7,033
+118
| +2% | +$56.7K | 0.89% | 23 |
|
|
2023
Q1 | $3.27M | Sell |
6,915
-226
| -3% | -$107K | 0.95% | 30 |
|
|
2022
Q4 | $3.79M | Sell |
7,141
-363
| -5% | -$192K | 1.17% | 26 |
|
|
2022
Q3 | $3.79M | Buy |
7,504
+670
| +10% | +$338K | 1.29% | 22 |
|
|
2022
Q2 | $3.51M | Buy |
6,834
+230
| +3% | +$118K | 1.17% | 22 |
|
|
2022
Q1 | $3.37M | Buy |
6,604
+413
| +7% | +$211K | 0.94% | 29 |
|
|
2021
Q4 | $3.11M | Buy |
6,191
+194
| +3% | +$97.4K | 0.8% | 39 |
|
|
2021
Q3 | $2.34M | Buy |
5,997
+741
| +14% | +$290K | 0.64% | 48 |
|
|
2021
Q2 | $2.1M | Buy |
5,256
+525
| +11% | +$210K | 0.6% | 48 |
|
|
2021
Q1 | $1.76M | Buy |
4,731
+862
| +22% | +$321K | 0.54% | 54 |
|
|
2020
Q4 | $1.36M | Buy |
+3,869
| New | +$1.36M | 0.43% | 57 |
|
|
2020
Q1 | – | Sell |
-183
| Closed | -$53K | – | 579 |
|
|
2019
Q4 | $53K | Buy |
+183
| New | +$53K | 0.02% | 293 |
|