Greystone Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,462
| Closed | -$9.15M | – | 108 |
|
|
2025
Q1 | $9.15M | Buy |
+17,462
| New | +$9.15M | 1.66% | 28 |
|
|
2024
Q2 | – | Sell |
-2,543
| Closed | -$1.26M | – | 109 |
|
|
2024
Q1 | $1.26M | Buy |
+2,543
| New | +$1.26M | 0.25% | 55 |
|
|
2021
Q4 | – | Sell |
-13,218
| Closed | -$5.17M | – | 94 |
|
|
2021
Q3 | $5.17M | Sell |
13,218
-4,068
| -24% | -$1.59M | 1.54% | 39 |
|
|
2021
Q2 | $6.92M | Buy |
17,286
+95
| +0.6% | +$38K | 1.72% | 29 |
|
|
2021
Q1 | $7.08M | Buy |
17,191
+80
| +0.5% | +$32.9K | 1.78% | 28 |
|
|
2020
Q4 | $5.55M | Buy |
+17,111
| New | +$5.55M | 1.51% | 31 |
|