GAM
Griffin Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.35M | Sell |
13,939
-3,026
| -18% | -$944K | 0.51% | 56 |
|
|
2025
Q1 | $8.89M | Buy |
16,965
+1,445
| +9% | +$757K | 1.09% | 32 |
|
|
2024
Q4 | $7.85M | Sell |
15,520
-505
| -3% | -$255K | 0.92% | 36 |
|
|
2024
Q3 | $9.37M | Buy |
16,025
+50
| +0.3% | +$29.2K | 1.05% | 33 |
|
|
2024
Q2 | $8.14M | Buy |
15,975
+520
| +3% | +$265K | 0.94% | 32 |
|
|
2024
Q1 | $7.65M | Buy |
15,455
+1,635
| +12% | +$809K | 0.91% | 34 |
|
|
2023
Q4 | $7.28M | Buy |
13,820
+986
| +8% | +$519K | 0.92% | 30 |
|
|
2023
Q3 | $6.47M | Buy |
12,834
+6,843
| +114% | +$3.45M | 0.92% | 33 |
|
|
2023
Q2 | $2.88M | Sell |
5,991
-240
| -4% | -$115K | 0.39% | 71 |
|
|
2023
Q1 | $2.94M | Buy |
6,231
+24
| +0.4% | +$11.3K | 0.41% | 66 |
|
|
2022
Q4 | $3.29M | Sell |
6,207
-483
| -7% | -$256K | 0.5% | 62 |
|
|
2022
Q3 | $3.38M | Hold |
6,690
| – | – | 0.56% | 54 |
|
|
2022
Q2 | $3.44M | Sell |
6,690
-5
| -0.1% | -$2.57K | 0.55% | 55 |
|
|
2022
Q1 | $3.41M | Buy |
6,695
+21
| +0.3% | +$10.7K | 0.44% | 63 |
|
|
2021
Q4 | $3.35M | Buy |
6,674
+1,065
| +19% | +$535K | 0.42% | 64 |
|
|
2021
Q3 | $2.19M | Buy |
5,609
+1,220
| +28% | +$477K | 0.28% | 92 |
|
|
2021
Q2 | $1.76M | Sell |
4,389
-5
| -0.1% | -$2K | 0.21% | 109 |
|
|
2021
Q1 | $1.64M | Hold |
4,394
| – | – | 0.21% | 103 |
|
|
2020
Q4 | $1.54M | Buy |
4,394
+24
| +0.5% | +$8.42K | 0.2% | 100 |
|
|
2020
Q3 | $1.36M | Sell |
4,370
-84
| -2% | -$26.2K | 0.21% | 95 |
|
|
2020
Q2 | $1.31M | Buy |
4,454
+12
| +0.3% | +$3.54K | 0.21% | 93 |
|
|
2020
Q1 | $1.11M | Buy |
4,442
+60
| +1% | +$15K | 0.21% | 93 |
|
|
2019
Q4 | $1.29M | Buy |
+4,382
| New | +$1.29M | 0.18% | 102 |
|
|
2019
Q3 | – | Sell |
-180
| Closed | -$44K | – | 464 |
|
|
2019
Q2 | $44K | Buy |
+180
| New | +$44K | 0.01% | 367 |
|