Gryphon Financial Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
7,281
+700
| +11% | +$218K | 0.3% | 52 |
|
|
2025
Q1 | $3.45M | Buy |
6,581
+690
| +12% | +$361K | 0.5% | 29 |
|
|
2024
Q4 | $2.98M | Sell |
5,891
-57
| -1% | -$28.8K | 0.43% | 32 |
|
|
2024
Q3 | $3.48M | Buy |
5,948
+93
| +2% | +$54.4K | 0.47% | 31 |
|
|
2024
Q2 | $2.98M | Buy |
5,855
+841
| +17% | +$428K | 0.45% | 33 |
|
|
2024
Q1 | $2.48M | Sell |
5,014
-1,206
| -19% | -$597K | 0.41% | 36 |
|
|
2023
Q4 | $2.82M | Buy |
6,220
+2,782
| +81% | +$1.26M | 0.5% | 28 |
|
|
2023
Q3 | $1.73M | Sell |
3,438
-52
| -1% | -$26.2K | 0.4% | 31 |
|
|
2023
Q2 | $1.68M | Sell |
3,490
-237
| -6% | -$114K | 0.36% | 38 |
|
|
2023
Q1 | $1.76M | Sell |
3,727
-21
| -0.6% | -$9.93K | 0.4% | 33 |
|
|
2022
Q4 | $1.99M | Sell |
3,748
-294
| -7% | -$156K | 0.47% | 28 |
|
|
2022
Q3 | $2.04M | Buy |
4,042
+71
| +2% | +$35.9K | 0.51% | 27 |
|
|
2022
Q2 | $2.04M | Buy |
3,971
+249
| +7% | +$128K | 0.5% | 27 |
|
|
2022
Q1 | $1.9M | Buy |
3,722
+25
| +0.7% | +$12.7K | 0.39% | 34 |
|
|
2021
Q4 | $1.86M | Sell |
3,697
-564
| -13% | -$283K | 0.35% | 37 |
|
|
2021
Q3 | $1.67M | Buy |
4,261
+45
| +1% | +$17.6K | 0.37% | 36 |
|
|
2021
Q2 | $1.39M | Buy |
4,216
+47
| +1% | +$15.5K | 0.31% | 42 |
|
|
2021
Q1 | $1.55M | Buy |
4,169
+128
| +3% | +$47.6K | 0.35% | 32 |
|
|
2020
Q4 | $1.42M | Hold |
4,041
| – | – | 0.37% | 37 |
|
|
2020
Q3 | $1.26M | Buy |
4,041
+70
| +2% | +$21.9K | 0.37% | 37 |
|
|
2020
Q2 | $1.17M | Sell |
3,971
-43
| -1% | -$12.7K | 0.36% | 36 |
|
|
2020
Q1 | $1M | Sell |
4,014
-121
| -3% | -$30.2K | 0.37% | 34 |
|
|
2019
Q4 | $1.22M | Buy |
4,135
+18
| +0.4% | +$5.29K | 0.32% | 40 |
|
|
2019
Q3 | $895K | Buy |
4,117
+65
| +2% | +$14.1K | 0.26% | 46 |
|
|
2019
Q2 | $989K | Buy |
4,052
+1,640
| +68% | +$400K | 0.28% | 42 |
|
|
2019
Q1 | $597K | Sell |
2,412
-2
| -0.1% | -$495 | 0.18% | 64 |
|
|
2018
Q4 | $602K | Sell |
2,414
-37
| -2% | -$9.23K | 0.15% | 105 |
|
|
2018
Q3 | $652K | Buy |
2,451
+1,722
| +236% | +$458K | 0.19% | 62 |
|
|
2018
Q2 | $178K | Sell |
729
-41
| -5% | -$10K | 0.08% | 84 |
|
|
2018
Q1 | $164K | Sell |
770
-29
| -4% | -$6.18K | 0.08% | 93 |
|
|
2017
Q4 | $176K | Buy |
+799
| New | +$176K | 0.1% | 90 |
|