GVAG
Great Valley Advisor Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
39,293
-365
| -0.9% | -$114K | 0.27% | 89 |
|
|
2025
Q1 | $20.8M | Sell |
39,658
-265
| -0.7% | -$139K | 0.45% | 59 |
|
|
2024
Q4 | $20.2M | Sell |
39,923
-1,039
| -3% | -$526K | 0.45% | 55 |
|
|
2024
Q3 | $23.9M | Buy |
40,962
+555
| +1% | +$324K | 0.59% | 36 |
|
|
2024
Q2 | $20.6M | Buy |
40,407
+1,660
| +4% | +$845K | 0.58% | 37 |
|
|
2024
Q1 | $19.2M | Sell |
38,747
-642
| -2% | -$318K | 0.58% | 39 |
|
|
2023
Q4 | $20.7M | Buy |
39,389
+5,092
| +15% | +$2.68M | 0.73% | 30 |
|
|
2023
Q3 | $17.3M | Buy |
34,297
+1,884
| +6% | +$950K | 0.72% | 32 |
|
|
2023
Q2 | $15.6M | Buy |
32,413
+2,038
| +7% | +$980K | 0.65% | 35 |
|
|
2023
Q1 | $14.4M | Buy |
30,375
+2,891
| +11% | +$1.37M | 0.67% | 35 |
|
|
2022
Q4 | $14.6M | Buy |
27,484
+34
| +0.1% | +$18K | 0.74% | 29 |
|
|
2022
Q3 | $13.9M | Buy |
27,450
+836
| +3% | +$422K | 0.78% | 26 |
|
|
2022
Q2 | $13.7M | Buy |
26,614
+7,851
| +42% | +$4.03M | 0.75% | 29 |
|
|
2022
Q1 | $9.51M | Buy |
18,763
+603
| +3% | +$306K | 0.55% | 47 |
|
|
2021
Q4 | $8.38M | Buy |
18,160
+184
| +1% | +$84.9K | 0.52% | 44 |
|
|
2021
Q3 | $7.02M | Buy |
17,976
+469
| +3% | +$183K | 0.48% | 49 |
|
|
2021
Q2 | $6.83M | Buy |
17,507
+503
| +3% | +$196K | 0.5% | 45 |
|
|
2021
Q1 | $6.33M | Buy |
17,004
+478
| +3% | +$178K | 0.61% | 34 |
|
|
2020
Q4 | $5.8M | Sell |
16,526
-195
| -1% | -$68.4K | 0.6% | 36 |
|
|
2020
Q3 | $5.21M | Buy |
16,721
+3,141
| +23% | +$979K | 0.64% | 28 |
|
|
2020
Q2 | $4.01M | Buy |
13,580
+4,044
| +42% | +$1.19M | 0.66% | 35 |
|
|
2020
Q1 | $2.38M | Buy |
9,536
+1,508
| +19% | +$376K | 0.63% | 41 |
|
|
2019
Q4 | $2.36M | Buy |
8,028
+155
| +2% | +$45.6K | 0.53% | 55 |
|
|
2019
Q3 | $1.71M | Buy |
7,873
+334
| +4% | +$72.7K | 0.41% | 73 |
|
|
2019
Q2 | $1.84M | Buy |
7,539
+4,568
| +154% | +$1.11M | 0.46% | 67 |
|
|
2019
Q1 | $735K | Buy |
2,971
+41
| +1% | +$10.1K | 0.23% | 123 |
|
|
2018
Q4 | $730K | Buy |
+2,930
| New | +$730K | 0.27% | 92 |
|