GKIM
GW&K Investment Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
4,133
-37,614
| -90% | -$11.7M | 0.01% | 318 |
|
|
2025
Q1 | $21.9M | Sell |
41,747
-65,478
| -61% | -$34.3M | 0.2% | 187 |
|
|
2024
Q4 | $54.2M | Sell |
107,225
-1,990
| -2% | -$1.01M | 0.46% | 69 |
|
|
2024
Q3 | $63.9M | Sell |
109,215
-639
| -0.6% | -$374K | 0.55% | 55 |
|
|
2024
Q2 | $55.9M | Sell |
109,854
-10,669
| -9% | -$5.43M | 0.51% | 65 |
|
|
2024
Q1 | $59.6M | Sell |
120,523
-878
| -0.7% | -$434K | 0.53% | 66 |
|
|
2023
Q4 | $63.9M | Sell |
121,401
-4,039
| -3% | -$2.13M | 0.6% | 47 |
|
|
2023
Q3 | $63.2M | Buy |
125,440
+3,609
| +3% | +$1.82M | 0.64% | 38 |
|
|
2023
Q2 | $58.6M | Sell |
121,831
-2,495
| -2% | -$1.2M | 0.56% | 56 |
|
|
2023
Q1 | $58.8M | Sell |
124,326
-40,950
| -25% | -$19.4M | 0.57% | 58 |
|
|
2022
Q4 | $87.6M | Sell |
165,276
-3,108
| -2% | -$1.65M | 0.89% | 14 |
|
|
2022
Q3 | $85M | Sell |
168,384
-2,891
| -2% | -$1.46M | 0.94% | 15 |
|
|
2022
Q2 | $88M | Sell |
171,275
-2,074
| -1% | -$1.07M | 0.95% | 14 |
|
|
2022
Q1 | $88.4M | Sell |
173,349
-29,117
| -14% | -$14.8M | 0.79% | 22 |
|
|
2021
Q4 | $102M | Sell |
202,466
-20,149
| -9% | -$10.1M | 0.85% | 17 |
|
|
2021
Q3 | $87M | Buy |
222,615
+946
| +0.4% | +$370K | 0.78% | 26 |
|
|
2021
Q2 | $88.8M | Buy |
221,669
+6,142
| +3% | +$2.46M | 0.77% | 21 |
|
|
2021
Q1 | $80.2M | Buy |
215,527
+196
| +0.1% | +$72.9K | 0.74% | 26 |
|
|
2020
Q4 | $75.5M | Buy |
215,331
+560
| +0.3% | +$196K | 0.79% | 17 |
|
|
2020
Q3 | $67M | Sell |
214,771
-2,387
| -1% | -$744K | 0.88% | 14 |
|
|
2020
Q2 | $64.1M | Sell |
217,158
-21,483
| -9% | -$6.34M | 0.9% | 16 |
|
|
2020
Q1 | $59.5M | Sell |
238,641
-3,247
| -1% | -$810K | 1.05% | 13 |
|
|
2019
Q4 | $71.1M | Sell |
241,888
-1,519
| -0.6% | -$447K | 0.95% | 14 |
|
|
2019
Q3 | $52.9M | Buy |
243,407
+4,581
| +2% | +$996K | 0.74% | 27 |
|
|
2019
Q2 | $58.3M | Sell |
238,826
-3,703
| -2% | -$904K | 0.88% | 14 |
|
|
2019
Q1 | $60M | Buy |
242,529
+54,495
| +29% | +$13.5M | 0.97% | 13 |
|
|
2018
Q4 | $46.8M | Buy |
+188,034
| New | +$46.8M | 0.92% | 19 |
|