GWM
Greenwich Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.18M | Sell |
19,820
-194
| -1% | -$60.5K | 0.3% | 39 |
|
|
2025
Q1 | $10.5M | Sell |
20,014
-229
| -1% | -$120K | 0.79% | 19 |
|
|
2024
Q4 | $10.2M | Buy |
20,243
+46
| +0.2% | +$23.3K | 0.72% | 21 |
|
|
2024
Q3 | $11.8M | Sell |
20,197
-88
| -0.4% | -$51.5K | 0.8% | 17 |
|
|
2024
Q2 | $10.3M | Buy |
20,285
+15
| +0.1% | +$7.64K | 0.75% | 20 |
|
|
2024
Q1 | $10M | Buy |
20,270
+26
| +0.1% | +$12.9K | 0.8% | 20 |
|
|
2023
Q4 | $10.7M | Buy |
20,244
+19
| +0.1% | +$10K | 1.05% | 15 |
|
|
2023
Q3 | $10.2M | Buy |
20,225
+3
| +0% | +$1.51K | 1.08% | 15 |
|
|
2023
Q2 | $9.72M | Sell |
20,222
-24
| -0.1% | -$11.5K | 1.02% | 13 |
|
|
2023
Q1 | $9.57M | Sell |
20,246
-237
| -1% | -$112K | 1.04% | 15 |
|
|
2022
Q4 | $10.9M | Buy |
20,483
+211
| +1% | +$112K | 1.19% | 14 |
|
|
2022
Q3 | $10.2M | Buy |
20,272
+91
| +0.5% | +$46K | 1.09% | 13 |
|
|
2022
Q2 | $10.4M | Buy |
20,181
+54
| +0.3% | +$27.7K | 1.37% | 11 |
|
|
2022
Q1 | $10.3M | Sell |
20,127
-72
| -0.4% | -$36.7K | 1.05% | 13 |
|
|
2021
Q4 | $10.1M | Sell |
20,199
-45
| -0.2% | -$22.6K | 0.83% | 14 |
|
|
2021
Q3 | $7.91M | Sell |
20,244
-27
| -0.1% | -$10.6K | 0.66% | 18 |
|
|
2021
Q2 | $8.12M | Sell |
20,271
-150
| -0.7% | -$60.1K | 0.69% | 19 |
|
|
2021
Q1 | $7.6M | Buy |
20,421
+59
| +0.3% | +$22K | 0.61% | 17 |
|
|
2020
Q4 | $7.14M | Buy |
20,362
+116
| +0.6% | +$40.7K | 0.62% | 17 |
|
|
2020
Q3 | $6.31M | Buy |
20,246
+16
| +0.1% | +$4.99K | 1.13% | 17 |
|
|
2020
Q2 | $5.97M | Sell |
20,230
-36
| -0.2% | -$10.6K | 1.14% | 20 |
|
|
2020
Q1 | $5.05M | Sell |
20,266
-19
| -0.1% | -$4.74K | 1.08% | 21 |
|
|
2019
Q4 | $5.96M | Sell |
20,285
-168
| -0.8% | -$49.4K | 1.2% | 20 |
|
|
2019
Q3 | $4.45M | Sell |
20,453
-225
| -1% | -$48.9K | 0.87% | 24 |
|
|
2019
Q2 | $5.05M | Buy |
20,678
+96
| +0.5% | +$23.4K | 0.87% | 24 |
|
|
2019
Q1 | $5.09M | Sell |
20,582
-233
| -1% | -$57.6K | 0.9% | 23 |
|
|
2018
Q4 | $5.19M | Sell |
20,815
-35
| -0.2% | -$8.72K | 1.03% | 21 |
|
|
2018
Q3 | $5.55M | Buy |
20,850
+5
| +0% | +$1.33K | 0.97% | 21 |
|
|
2018
Q2 | $5.11M | Sell |
20,845
-42
| -0.2% | -$10.3K | 0.91% | 21 |
|
|
2018
Q1 | $4.47M | Buy |
20,887
+9
| +0% | +$1.93K | 0.7% | 25 |
|
|
2017
Q4 | $4.6M | Sell |
20,878
-1
| -0% | -$220 | 0.77% | 26 |
|
|
2017
Q3 | $4.09M | Sell |
20,879
-4,895
| -19% | -$959K | 0.7% | 24 |
|
|
2017
Q2 | $4.78M | Buy |
25,774
+186
| +0.7% | +$34.5K | 0.8% | 21 |
|
|
2017
Q1 | $4.2M | Buy |
25,588
+388
| +2% | +$63.6K | 0.56% | 25 |
|
|
2016
Q4 | $4.03M | Hold |
25,200
| – | – | 0.51% | 29 |
|
|
2016
Q3 | $3.53M | Hold |
25,200
| – | – | 0.62% | 29 |
|
|
2016
Q2 | $3.56M | Hold |
25,200
| – | – | 0.86% | 26 |
|
|
2016
Q1 | $3.25M | Sell |
25,200
-16,200
| -39% | -$2.09M | 0.84% | 26 |
|
|
2015
Q4 | $4.87M | Sell |
41,400
-14,600
| -26% | -$1.72M | 1.19% | 17 |
|
|
2015
Q3 | $6.5M | Sell |
56,000
-64,000
| -53% | -$7.43M | 1.57% | 13 |
|
|
2015
Q2 | $14.6M | Sell |
120,000
-45,000
| -27% | -$5.49M | 1.87% | 10 |
|
|
2015
Q1 | $19.5M | Sell |
165,000
-50,000
| -23% | -$5.91M | 2.21% | 6 |
|
|
2014
Q4 | $21.7M | Sell |
215,000
-36,000
| -14% | -$3.64M | 1.44% | 11 |
|
|
2014
Q3 | $21.6M | Hold |
251,000
| – | – | 1.46% | 11 |
|
|
2014
Q2 | $20.5M | Hold |
251,000
| – | – | 1.36% | 12 |
|
|
2014
Q1 | $20.6M | Hold |
251,000
| – | – | 1.43% | 12 |
|
|
2013
Q4 | $18.9M | Hold |
251,000
| – | – | 1.91% | 11 |
|
|
2013
Q3 | $18M | Hold |
251,000
| – | – | 1.29% | 10 |
|
|
2013
Q2 | $16.4M | Buy |
+251,000
| New | +$16.4M | 1.22% | 12 |
|