Gries Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Sell |
1,600
-3,356
| -68% | -$1.05M | 0.09% | 172 |
|
|
2025
Q1 | $2.6M | Buy |
4,956
+3,165
| +177% | +$1.66M | 0.5% | 37 |
|
|
2024
Q4 | $906K | Buy |
1,791
+172
| +11% | +$87K | 0.16% | 128 |
|
|
2024
Q3 | $947K | Buy |
1,619
+984
| +155% | +$575K | 0.18% | 127 |
|
|
2024
Q2 | $323K | Sell |
635
-1,026
| -62% | -$523K | 0.07% | 180 |
|
|
2024
Q1 | $822K | Buy |
+1,661
| New | +$822K | 0.14% | 132 |
|
|
2023
Q4 | – | Sell |
-551
| Closed | -$278K | – | 225 |
|
|
2023
Q3 | $278K | Buy |
551
+65
| +13% | +$32.8K | 0.07% | 162 |
|
|
2023
Q2 | $234K | Hold |
486
| – | – | 0.06% | 149 |
|
|
2023
Q1 | $230K | Sell |
486
-231
| -32% | -$109K | 0.07% | 156 |
|
|
2022
Q4 | $380K | Buy |
717
+14
| +2% | +$7.42K | 0.13% | 117 |
|
|
2022
Q3 | $355K | Sell |
703
-88
| -11% | -$44.4K | 0.15% | 113 |
|
|
2022
Q2 | $406K | Buy |
791
+96
| +14% | +$49.3K | 0.19% | 95 |
|
|
2022
Q1 | $354K | Sell |
695
-2,061
| -75% | -$1.05M | 0.13% | 120 |
|
|
2021
Q4 | $1.38M | Sell |
2,756
-2,352
| -46% | -$1.18M | 0.57% | 45 |
|
|
2021
Q3 | $2M | Sell |
5,108
-780
| -13% | -$305K | 0.63% | 45 |
|
|
2021
Q2 | $2.48M | Sell |
5,888
-36
| -0.6% | -$15.2K | 0.8% | 29 |
|
|
2021
Q1 | $2.42M | Buy |
+5,924
| New | +$2.42M | 0.77% | 36 |
|