Greatmark Investment 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 | $253K | Buy |
810
+75
| +10% | +$23.4K | 0.03% | 129 |
|
|
2025
Q1 | $385K | Buy |
735
+100
| +16% | +$52.4K | 0.05% | 103 |
|
|
2024
Q4 | $321K | Sell |
635
-20
| -3% | -$10.1K | 0.04% | 115 |
|
|
2024
Q3 | $383K | Sell |
655
-10
| -2% | -$5.85K | 0.05% | 102 |
|
|
2024
Q2 | $339K | Hold |
665
| – | – | 0.05% | 102 |
|
|
2024
Q1 | $329K | Sell |
665
-29
| -4% | -$14.3K | 0.05% | 104 |
|
|
2023
Q4 | $365K | Buy |
694
+54
| +8% | +$28.4K | 0.06% | 101 |
|
|
2023
Q3 | $323K | Hold |
640
| – | – | 0.06% | 102 |
|
|
2023
Q2 | $308K | Sell |
640
-5
| -0.8% | -$2.4K | 0.05% | 111 |
|
|
2023
Q1 | $305K | Hold |
645
| – | – | 0.05% | 106 |
|
|
2022
Q4 | $342K | Hold |
645
| – | – | 0.06% | 98 |
|
|
2022
Q3 | $326K | Buy |
645
+10
| +2% | +$5.05K | 0.06% | 101 |
|
|
2022
Q2 | $326K | Buy |
635
+43
| +7% | +$22.1K | 0.06% | 110 |
|
|
2022
Q1 | $302K | Hold |
592
| – | – | 0.05% | 115 |
|
|
2021
Q4 | $297K | Hold |
592
| – | – | 0.05% | 117 |
|
|
2021
Q3 | $231K | Sell |
592
-4
| -0.7% | -$1.56K | 0.04% | 127 |
|
|
2021
Q2 | $239K | Hold |
596
| – | – | 0.04% | 124 |
|
|
2021
Q1 | $222K | Hold |
596
| – | – | 0.04% | 124 |
|
|
2020
Q4 | $209K | Buy |
+596
| New | +$209K | 0.05% | 119 |
|