GW Henssler & Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Sell |
1,476
-108
| -7% | -$33.7K | 0.02% | 134 |
|
|
2025
Q1 | $830K | Buy |
1,584
+18
| +1% | +$9.43K | 0.05% | 98 |
|
|
2024
Q4 | $916K | Hold |
1,566
| – | – | 0.05% | 94 |
|
|
2024
Q3 | $916K | Buy |
1,566
+1
| +0.1% | +$585 | 0.05% | 95 |
|
|
2024
Q2 | $797K | Buy |
1,565
+26
| +2% | +$13.2K | 0.05% | 96 |
|
|
2024
Q1 | $761K | Sell |
1,539
-3
| -0.2% | -$1.48K | 0.04% | 97 |
|
|
2023
Q4 | $812K | Sell |
1,542
-109
| -7% | -$57.4K | 0.05% | 93 |
|
|
2023
Q3 | $832K | Sell |
1,651
-194
| -11% | -$97.8K | 0.06% | 88 |
|
|
2023
Q2 | $887K | Sell |
1,845
-42
| -2% | -$20.2K | 0.06% | 86 |
|
|
2023
Q1 | $892K | Buy |
1,887
+133
| +8% | +$62.9K | 0.06% | 87 |
|
|
2022
Q4 | $930K | Hold |
1,754
| – | – | 0.07% | 87 |
|
|
2022
Q3 | $886K | Sell |
1,754
-102
| -5% | -$51.5K | 0.07% | 85 |
|
|
2022
Q2 | $953K | Sell |
1,856
-185
| -9% | -$95K | 0.07% | 89 |
|
|
2022
Q1 | $1.04M | Sell |
2,041
-46,398
| -96% | -$23.7M | 0.06% | 92 |
|
|
2021
Q4 | $24.3M | Sell |
48,439
-182
| -0.4% | -$91.4K | 1.55% | 15 |
|
|
2021
Q3 | $19M | Sell |
48,621
-10,221
| -17% | -$3.99M | 1.32% | 28 |
|
|
2021
Q2 | $23.6M | Sell |
58,842
-759
| -1% | -$304K | 1.55% | 19 |
|
|
2021
Q1 | $22.2M | Sell |
59,601
-1,926
| -3% | -$717K | 1.59% | 16 |
|
|
2020
Q4 | $21.6M | Sell |
61,527
-520
| -0.8% | -$182K | 1.65% | 14 |
|
|
2020
Q3 | $19.3M | Sell |
62,047
-1,880
| -3% | -$586K | 1.64% | 16 |
|
|
2020
Q2 | $18.9M | Sell |
63,927
-2,462
| -4% | -$726K | 1.66% | 17 |
|
|
2020
Q1 | $16.6M | Sell |
66,389
-3,570
| -5% | -$890K | 1.68% | 18 |
|
|
2019
Q4 | $20.6M | Sell |
69,959
-566
| -0.8% | -$166K | 1.7% | 11 |
|
|
2019
Q3 | $15.3M | Buy |
70,525
+146
| +0.2% | +$31.7K | 1.36% | 27 |
|
|
2019
Q2 | $17.2M | Sell |
70,379
-1,130
| -2% | -$276K | 1.55% | 19 |
|
|
2019
Q1 | $17.7M | Sell |
71,509
-890
| -1% | -$220K | 1.62% | 13 |
|
|
2018
Q4 | $18M | Sell |
72,399
-1,922
| -3% | -$479K | 1.93% | 9 |
|
|
2018
Q3 | $19.8M | Sell |
74,321
-1,221
| -2% | -$325K | 1.8% | 11 |
|
|
2018
Q2 | $18.5M | Sell |
75,542
-816
| -1% | -$200K | 1.82% | 11 |
|
|
2018
Q1 | $16.3M | Sell |
76,358
-1,833
| -2% | -$392K | 1.64% | 11 |
|
|
2017
Q4 | $17.2M | Sell |
78,191
-1,461
| -2% | -$322K | 1.61% | 11 |
|
|
2017
Q3 | $15.6M | Sell |
79,652
-1,472
| -2% | -$288K | 1.57% | 11 |
|
|
2017
Q2 | $15M | Sell |
81,124
-521
| -0.6% | -$96.6K | 1.57% | 13 |
|
|
2017
Q1 | $13.4M | Sell |
81,645
-469
| -0.6% | -$76.9K | 1.45% | 17 |
|
|
2016
Q4 | $13.1M | Sell |
82,114
-376
| -0.5% | -$60.2K | 1.45% | 20 |
|
|
2016
Q3 | $11.5M | Sell |
82,490
-1,441
| -2% | -$202K | 1.32% | 26 |
|
|
2016
Q2 | $11.9M | Buy |
83,931
+973
| +1% | +$137K | 1.36% | 22 |
|
|
2016
Q1 | $10.7M | Buy |
82,958
+3,584
| +5% | +$462K | 1.26% | 30 |
|
|
2015
Q4 | $9.34M | Sell |
79,374
-2,686
| -3% | -$316K | 1.1% | 32 |
|
|
2015
Q3 | $9.52M | Buy |
82,060
+6,382
| +8% | +$740K | 1.09% | 37 |
|
|
2015
Q2 | $9.23M | Buy |
75,678
+52,545
| +227% | +$6.41M | 1% | 41 |
|
|
2015
Q1 | $2.74M | Buy |
+23,133
| New | +$2.74M | 0.32% | 85 |
|
|
2014
Q2 | – | Sell |
-2,478
| Closed | -$203K | – | 167 |
|
|
2014
Q1 | $203K | Sell |
2,478
-1,496
| -38% | -$123K | 0.02% | 160 |
|
|
2013
Q4 | $299K | Buy |
3,974
+501
| +14% | +$37.7K | 0.04% | 132 |
|
|
2013
Q3 | $249K | Sell |
3,473
-49
| -1% | -$3.51K | 0.03% | 132 |
|
|
2013
Q2 | $231K | Buy |
+3,522
| New | +$231K | 0.03% | 131 |
|