GIM
Groesbeck Investment Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.45M | Sell |
2,764
-182
| -6% | -$95.3K | 2.03% | 14 |
|
|
2024
Q4 | $1.49M | Sell |
2,946
-350
| -11% | -$177K | 1.94% | 15 |
|
|
2024
Q3 | $1.93M | Sell |
3,296
-700
| -18% | -$409K | 2.83% | 9 |
|
|
2024
Q2 | $2.04M | Buy |
3,996
+150
| +4% | +$76.4K | 2.82% | 7 |
|
|
2024
Q1 | $1.9M | Hold |
3,846
| – | – | 2.03% | 11 |
|
|
2023
Q4 | $2.03M | Hold |
3,846
| – | – | 2.8% | 7 |
|
|
2023
Q3 | $1.94M | Buy |
3,846
+283
| +8% | +$143K | 2.94% | 7 |
|
|
2023
Q2 | $1.71M | Sell |
3,563
-297
| -8% | -$143K | 2.61% | 8 |
|
|
2023
Q1 | $1.82M | Sell |
3,860
-200
| -5% | -$94.5K | 2.73% | 9 |
|
|
2022
Q4 | $2.15M | Buy |
4,060
+25
| +0.6% | +$13.3K | 3.61% | 3 |
|
|
2022
Q3 | $2.07M | Hold |
4,035
| – | – | 3.42% | 4 |
|
|
2022
Q2 | $2.07M | Sell |
4,035
-270
| -6% | -$139K | 3.42% | 4 |
|
|
2022
Q1 | $2.2M | Sell |
4,305
-5
| -0.1% | -$2.55K | 2.46% | 10 |
|
|
2021
Q4 | $2.16M | Hold |
4,310
| – | – | 2.75% | 9 |
|
|
2021
Q3 | $1.68M | Sell |
4,310
-640
| -13% | -$250K | 1.94% | 12 |
|
|
2021
Q2 | $1.98M | Buy |
4,950
+547
| +12% | +$219K | 2.53% | 7 |
|
|
2021
Q1 | $1.64M | Buy |
4,403
+270
| +7% | +$100K | 2.36% | 10 |
|
|
2020
Q4 | $1.45M | Sell |
4,133
-344
| -8% | -$121K | 2.37% | 10 |
|
|
2020
Q3 | $1.4M | Hold |
4,477
| – | – | 2.62% | 9 |
|
|
2020
Q2 | $1.32M | Buy |
4,477
+49
| +1% | +$14.4K | 2.62% | 8 |
|
|
2020
Q1 | $1.1M | Sell |
4,428
-12,133
| -73% | -$3.03M | 2.96% | 7 |
|
|
2019
Q4 | $4.87M | Sell |
16,561
-636
| -4% | -$187K | 3.6% | 7 |
|
|
2019
Q3 | $3.74M | Buy |
17,197
+595
| +4% | +$129K | 2.8% | 9 |
|
|
2019
Q2 | $4.05M | Sell |
16,602
-1,795
| -10% | -$438K | 3.29% | 5 |
|
|
2019
Q1 | $4.55M | Sell |
18,397
-425
| -2% | -$105K | 3.47% | 5 |
|
|
2018
Q4 | $4.69M | Sell |
18,822
-2,152
| -10% | -$536K | 4% | 5 |
|
|
2018
Q3 | $5.58M | Sell |
20,974
-280
| -1% | -$74.5K | 3.79% | 3 |
|
|
2018
Q2 | $5.21M | Sell |
21,254
-7,442
| -26% | -$1.83M | 3.65% | 4 |
|
|
2018
Q1 | $6.14M | Sell |
28,696
-40
| -0.1% | -$8.56K | 4.45% | 2 |
|
|
2017
Q4 | $6.34M | Sell |
28,736
-46
| -0.2% | -$10.1K | 4.45% | 2 |
|
|
2017
Q3 | $5.64M | Sell |
28,782
-5,169
| -15% | -$1.01M | 4.05% | 2 |
|
|
2017
Q2 | $6.3M | Sell |
33,951
-391
| -1% | -$72.5K | 4.66% | 1 |
|
|
2017
Q1 | $5.63M | Buy |
34,342
+1,314
| +4% | +$215K | 4.19% | 2 |
|
|
2016
Q4 | $5.29M | Sell |
33,028
-193
| -0.6% | -$30.9K | 4.13% | 3 |
|
|
2016
Q3 | $4.65M | Sell |
33,221
-6,365
| -16% | -$891K | 3.45% | 2 |
|
|
2016
Q2 | $5.59M | Sell |
39,586
-107
| -0.3% | -$15.1K | 4.08% | 2 |
|
|
2016
Q1 | $5.12M | Sell |
39,693
-1,350
| -3% | -$174K | 3.66% | 5 |
|
|
2015
Q4 | $4.83M | Sell |
41,043
-5,852
| -12% | -$688K | 3.07% | 9 |
|
|
2015
Q3 | $5.44M | Sell |
46,895
-2,438
| -5% | -$283K | 3.43% | 5 |
|
|
2015
Q2 | $6.02M | Sell |
49,333
-5,670
| -10% | -$692K | 2.89% | 8 |
|
|
2015
Q1 | $6.51M | Sell |
55,003
-4,153
| -7% | -$491K | 3.15% | 6 |
|
|
2014
Q4 | $5.98M | Sell |
59,156
-4,752
| -7% | -$480K | 2.93% | 6 |
|
|
2014
Q3 | $5.51M | Sell |
63,908
-10,037
| -14% | -$866K | 2.62% | 7 |
|
|
2014
Q2 | $6.05M | Sell |
73,945
-4,333
| -6% | -$354K | 2.63% | 8 |
|
|
2014
Q1 | $6.42M | Sell |
78,278
-5,954
| -7% | -$488K | 2.89% | 9 |
|
|
2013
Q4 | $6.34M | Sell |
84,232
-3,374
| -4% | -$254K | 2.64% | 11 |
|
|
2013
Q3 | $6.27M | Buy |
87,606
+22,157
| +34% | +$1.59M | 2.72% | 12 |
|
|
2013
Q2 | $4.29M | Buy |
+65,449
| New | +$4.29M | 1.81% | 25 |
|