GC
Grimes & Company’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
3,285
-19,720
| -86% | -$6.15M | 0.03% | 212 |
|
|
2025
Q1 | $12M | Buy |
23,005
+182
| +0.8% | +$95.3K | 0.37% | 63 |
|
|
2024
Q4 | $11.5M | Buy |
22,823
+234
| +1% | +$118K | 0.33% | 73 |
|
|
2024
Q3 | $13.2M | Sell |
22,589
-4,658
| -17% | -$2.72M | 0.36% | 60 |
|
|
2024
Q2 | $13.9M | Buy |
27,247
+1,491
| +6% | +$759K | 0.42% | 57 |
|
|
2024
Q1 | $12.7M | Buy |
25,756
+845
| +3% | +$418K | 0.39% | 62 |
|
|
2023
Q4 | $13.1M | Buy |
24,911
+356
| +1% | +$187K | 0.43% | 53 |
|
|
2023
Q3 | $12.4M | Sell |
24,555
-74
| -0.3% | -$37.3K | 0.48% | 48 |
|
|
2023
Q2 | $11.8M | Buy |
24,629
+649
| +3% | +$312K | 0.42% | 56 |
|
|
2023
Q1 | $11.3M | Buy |
23,980
+707
| +3% | +$334K | 0.46% | 52 |
|
|
2022
Q4 | $12.3M | Buy |
23,273
+41
| +0.2% | +$21.7K | 0.52% | 41 |
|
|
2022
Q3 | $11.7M | Buy |
23,232
+167
| +0.7% | +$84.3K | 0.61% | 36 |
|
|
2022
Q2 | $11.8M | Sell |
23,065
-2,172
| -9% | -$1.12M | 0.6% | 38 |
|
|
2022
Q1 | $12.9M | Sell |
25,237
-1,066
| -4% | -$544K | 0.67% | 47 |
|
|
2021
Q4 | $13.2M | Buy |
26,303
+49
| +0.2% | +$24.6K | 0.6% | 48 |
|
|
2021
Q3 | $10.3M | Sell |
26,254
-266
| -1% | -$104K | 0.45% | 61 |
|
|
2021
Q2 | $10.6M | Buy |
26,520
+144
| +0.5% | +$57.7K | 0.46% | 59 |
|
|
2021
Q1 | $9.81M | Buy |
26,376
+309
| +1% | +$115K | 0.47% | 60 |
|
|
2020
Q4 | $9.14M | Buy |
26,067
+151
| +0.6% | +$53K | 0.47% | 60 |
|
|
2020
Q3 | $8.08M | Sell |
25,916
-4,566
| -15% | -$1.42M | 0.52% | 60 |
|
|
2020
Q2 | $8.99M | Sell |
30,482
-373
| -1% | -$110K | 0.62% | 51 |
|
|
2020
Q1 | $7.7M | Sell |
30,855
-1,075
| -3% | -$268K | 0.7% | 37 |
|
|
2019
Q4 | $9.39M | Buy |
31,930
+591
| +2% | +$174K | 0.62% | 47 |
|
|
2019
Q3 | $6.81M | Buy |
31,339
+461
| +1% | +$100K | 0.49% | 56 |
|
|
2019
Q2 | $7.54M | Buy |
30,878
+687
| +2% | +$168K | 0.57% | 52 |
|
|
2019
Q1 | $7.47M | Sell |
30,191
-191
| -0.6% | -$47.2K | 0.59% | 48 |
|
|
2018
Q4 | $7.57M | Sell |
30,382
-231
| -0.8% | -$57.5K | 0.74% | 34 |
|
|
2018
Q3 | $8.14M | Buy |
30,613
+26
| +0.1% | +$6.92K | 0.65% | 46 |
|
|
2018
Q2 | $7.5M | Sell |
30,587
-2,315
| -7% | -$568K | 0.66% | 46 |
|
|
2018
Q1 | $7.04M | Sell |
32,902
-802
| -2% | -$172K | 0.68% | 45 |
|
|
2017
Q4 | $7.43M | Sell |
33,704
-636
| -2% | -$140K | 0.72% | 40 |
|
|
2017
Q3 | $6.73M | Sell |
34,340
-1,253
| -4% | -$245K | 0.72% | 42 |
|
|
2017
Q2 | $6.6M | Sell |
35,593
-4,357
| -11% | -$808K | 0.74% | 43 |
|
|
2017
Q1 | $6.55M | Sell |
39,950
-32
| -0.1% | -$5.25K | 0.72% | 39 |
|
|
2016
Q4 | $6.4M | Sell |
39,982
-70
| -0.2% | -$11.2K | 0.74% | 36 |
|
|
2016
Q3 | $5.61M | Sell |
40,052
-4,841
| -11% | -$678K | 0.75% | 42 |
|
|
2016
Q2 | $6.34M | Sell |
44,893
-922
| -2% | -$130K | 0.85% | 25 |
|
|
2016
Q1 | $5.91M | Sell |
45,815
-1,767
| -4% | -$228K | 0.76% | 31 |
|
|
2015
Q4 | $5.6M | Buy |
47,582
+232
| +0.5% | +$27.3K | 0.76% | 32 |
|
|
2015
Q3 | $5.49M | Sell |
47,350
-622
| -1% | -$72.2K | 0.71% | 33 |
|
|
2015
Q2 | $5.85M | Sell |
47,972
-144
| -0.3% | -$17.6K | 0.82% | 33 |
|
|
2015
Q1 | $5.69M | Sell |
48,116
-5,143
| -10% | -$608K | 1.37% | 25 |
|
|
2014
Q4 | $5.38M | Sell |
53,259
-3,833
| -7% | -$387K | 1.39% | 23 |
|
|
2014
Q3 | $4.92M | Buy |
57,092
+264
| +0.5% | +$22.8K | 1.29% | 28 |
|
|
2014
Q2 | $4.65M | Buy |
56,828
+663
| +1% | +$54.2K | 1.22% | 31 |
|
|
2014
Q1 | $4.61M | Buy |
56,165
+979
| +2% | +$80.3K | 1.29% | 31 |
|
|
2013
Q4 | $4.16M | Buy |
55,186
+1,745
| +3% | +$131K | 1.24% | 35 |
|
|
2013
Q3 | $3.83M | Sell |
53,441
-347
| -0.6% | -$24.8K | 1.29% | 36 |
|
|
2013
Q2 | $3.52M | Buy |
+53,788
| New | +$3.52M | 1.28% | 36 |
|