GLR
Great Lakes Retirement’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23,707
| Closed | -$12.4M | – | 218 |
|
|
2025
Q1 | $12.4M | Buy |
23,707
+10,660
| +82% | +$5.58M | 1.63% | 15 |
|
|
2024
Q4 | $6.6M | Sell |
13,047
-43
| -0.3% | -$21.8K | 0.85% | 31 |
|
|
2024
Q3 | $7.65M | Buy |
13,090
+503
| +4% | +$294K | 0.98% | 29 |
|
|
2024
Q2 | $6.41M | Buy |
12,587
+274
| +2% | +$140K | 0.88% | 33 |
|
|
2024
Q1 | $6.09M | Buy |
12,313
+388
| +3% | +$192K | 0.9% | 31 |
|
|
2023
Q4 | $6.28M | Buy |
11,925
+509
| +4% | +$268K | 1.03% | 27 |
|
|
2023
Q3 | $5.76M | Buy |
11,416
+464
| +4% | +$234K | 1.04% | 24 |
|
|
2023
Q2 | $5.26M | Buy |
10,952
+240
| +2% | +$115K | 0.93% | 26 |
|
|
2023
Q1 | $5.06M | Buy |
10,712
+311
| +3% | +$147K | 0.95% | 22 |
|
|
2022
Q4 | $5.51M | Buy |
+10,401
| New | +$5.51M | 1.41% | 21 |
|
|
2020
Q1 | $3.6M | Sell |
14,783
-1,689
| -10% | -$412K | 1.65% | 13 |
|
|
2019
Q4 | $4.85M | Buy |
+16,472
| New | +$4.85M | 1.49% | 10 |
|