Great Valley Advisor Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
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|
2025
Q1 | $20.8M | Sell |
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|
2024
Q4 | $20.2M | Sell |
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|
2024
Q3 | $23.9M | Buy |
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|
2024
Q2 | $20.6M | Buy |
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|
2024
Q1 | $19.2M | Sell |
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|
2023
Q4 | $20.7M | Buy |
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|
2023
Q3 | $17.3M | Buy |
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|
2023
Q2 | $15.6M | Buy |
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|
2023
Q1 | $14.4M | Buy |
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|
2022
Q4 | $14.6M | Buy |
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|
2022
Q3 | $13.9M | Buy |
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|
2022
Q2 | $13.7M | Buy |
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|
2022
Q1 | $9.51M | Buy |
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|
2021
Q4 | $8.38M | Buy |
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|
2021
Q3 | $7.02M | Buy |
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|
2021
Q2 | $6.83M | Buy |
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|
2021
Q1 | $6.33M | Buy |
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|
2020
Q4 | $5.79M | Sell |
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|
2020
Q3 | $5.21M | Buy |
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|
2020
Q2 | $4.01M | Buy |
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|
2020
Q1 | $2.38M | Buy |
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|
2019
Q4 | $2.36M | Buy |
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|
2019
Q3 | $1.71M | Buy |
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|
2019
Q2 | $1.84M | Buy |
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|
2019
Q1 | $735K | Buy |
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|
2018
Q4 | $730K | Buy |
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