GAM
GuardCap Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337M | Buy |
1,080,299
+294,748
| +38% | +$92M | 6.61% | 7 |
|
|
2025
Q1 | $411M | Buy |
785,551
+60,857
| +8% | +$31.9M | 7.97% | 5 |
|
|
2024
Q4 | $367M | Sell |
724,694
-98,005
| -12% | -$49.6M | 5.92% | 9 |
|
|
2024
Q3 | $481M | Sell |
822,699
-59,919
| -7% | -$35M | 6.55% | 9 |
|
|
2024
Q2 | $449M | Sell |
882,618
-116,303
| -12% | -$59.2M | 6.42% | 8 |
|
|
2024
Q1 | $494M | Buy |
998,921
+23,970
| +2% | +$11.9M | 6.06% | 9 |
|
|
2023
Q4 | $513M | Buy |
974,951
+6,022
| +0.6% | +$3.17M | 6.61% | 8 |
|
|
2023
Q3 | $489M | Sell |
968,929
-53,167
| -5% | -$26.8M | 6.79% | 6 |
|
|
2023
Q2 | $491M | Buy |
1,022,096
+39,619
| +4% | +$19M | 6.61% | 9 |
|
|
2023
Q1 | $464M | Sell |
982,477
-5,820
| -0.6% | -$2.75M | 6.49% | 8 |
|
|
2022
Q4 | $524M | Sell |
988,297
-37,149
| -4% | -$19.7M | 8.14% | 5 |
|
|
2022
Q3 | $518M | Sell |
1,025,446
-35,797
| -3% | -$18.1M | 8.69% | 3 |
|
|
2022
Q2 | $545M | Sell |
1,061,243
-418,321
| -28% | -$215M | 8.37% | 4 |
|
|
2022
Q1 | $755M | Buy |
1,479,564
+32,337
| +2% | +$16.5M | 9.88% | 3 |
|
|
2021
Q4 | $727M | Buy |
1,447,227
+12,685
| +0.9% | +$6.37M | 9.03% | 4 |
|
|
2021
Q3 | $561M | Buy |
1,434,542
+78,292
| +6% | +$30.6M | 7.72% | 5 |
|
|
2021
Q2 | $543M | Buy |
1,356,250
+179,778
| +15% | +$72M | 7.84% | 6 |
|
|
2021
Q1 | $438M | Buy |
1,176,472
+153,112
| +15% | +$57M | 7.91% | 5 |
|
|
2020
Q4 | $359M | Buy |
1,023,360
+284,002
| +38% | +$99.6M | 7.32% | 7 |
|
|
2020
Q3 | $231M | Buy |
739,358
+82,779
| +13% | +$25.8M | 7.48% | 7 |
|
|
2020
Q2 | $194M | Buy |
656,579
+130,845
| +25% | +$38.6M | 7.44% | 7 |
|
|
2020
Q1 | $131M | Sell |
525,734
-9,994
| -2% | -$2.49M | 7.58% | 5 |
|
|
2019
Q4 | $157M | Buy |
535,728
+62,440
| +13% | +$18.4M | 9.27% | 3 |
|
|
2019
Q3 | $103M | Buy |
473,288
+69,217
| +17% | +$15M | 7.57% | 5 |
|
|
2019
Q2 | $98.6M | Buy |
404,071
+117,784
| +41% | +$28.7M | 8.47% | 4 |
|
|
2019
Q1 | $70.8M | Buy |
286,287
+88,240
| +45% | +$21.8M | 8.44% | 3 |
|
|
2018
Q4 | $49.3M | Buy |
198,047
+50,043
| +34% | +$12.5M | 9.63% | 3 |
|
|
2018
Q3 | $39.4M | Buy |
148,004
+28,850
| +24% | +$7.68M | 9.1% | 3 |
|
|
2018
Q2 | $29.2M | Buy |
119,154
+18,793
| +19% | +$4.61M | 8.72% | 3 |
|
|
2018
Q1 | $21.5M | Buy |
100,361
+5,936
| +6% | +$1.27M | 8.03% | 5 |
|
|
2017
Q4 | $20.8M | Buy |
+94,425
| New | +$20.8M | 8.7% | 3 |
|