GYL Financial Synergies’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $7.12M | Sell |
12,183
-1,251
| -9% | -$731K | 0.54% | 45 |
|
2024
Q2 | $6.84M | Buy |
13,434
+110
| +0.8% | +$56K | 0.53% | 46 |
|
2024
Q1 | $6.59M | Buy |
13,324
+64
| +0.5% | +$31.7K | 0.52% | 50 |
|
2023
Q4 | $6.98M | Buy |
13,260
+166
| +1% | +$87.4K | 0.58% | 42 |
|
2023
Q3 | $6.6M | Sell |
13,094
-107
| -0.8% | -$53.9K | 0.64% | 38 |
|
2023
Q2 | $6.35M | Buy |
13,201
+10,101
| +326% | +$4.86M | 0.58% | 42 |
|
2023
Q1 | $1.47M | Buy |
3,100
+691
| +29% | +$327K | 0.18% | 97 |
|
2022
Q4 | $1.28M | Sell |
2,409
-44
| -2% | -$23.3K | 0.28% | 58 |
|
2022
Q3 | $1.24M | Sell |
2,453
-2
| -0.1% | -$1.01K | 0.34% | 44 |
|
2022
Q2 | $1.26M | Sell |
2,455
-45
| -2% | -$23.1K | 0.34% | 45 |
|
2022
Q1 | $1.28M | Sell |
2,500
-443
| -15% | -$226K | 0.31% | 42 |
|
2021
Q4 | $1.48M | Buy |
2,943
+407
| +16% | +$204K | 0.4% | 41 |
|
2021
Q3 | $991K | Sell |
2,536
-38
| -1% | -$14.8K | 0.51% | 40 |
|
2021
Q2 | $1.03M | Buy |
2,574
+76
| +3% | +$30.4K | 0.53% | 39 |
|
2021
Q1 | $929K | Sell |
2,498
-204
| -8% | -$75.9K | 0.51% | 43 |
|
2020
Q4 | $947K | Buy |
2,702
+26
| +1% | +$9.11K | 0.55% | 36 |
|
2020
Q3 | $834K | Buy |
2,676
+43
| +2% | +$13.4K | 0.55% | 35 |
|
2020
Q2 | $777K | Sell |
2,633
-219
| -8% | -$64.6K | 0.56% | 38 |
|
2020
Q1 | $711K | Buy |
2,852
+380
| +15% | +$94.7K | 0.45% | 44 |
|
2019
Q4 | $727K | Buy |
2,472
+136
| +6% | +$40K | 0.32% | 57 |
|
2019
Q3 | $508K | Buy |
2,336
+21
| +0.9% | +$4.57K | 0.25% | 76 |
|
2019
Q2 | $565K | Buy |
2,315
+408
| +21% | +$99.6K | 0.3% | 63 |
|
2019
Q1 | $471K | Sell |
1,907
-28
| -1% | -$6.92K | 0.26% | 70 |
|
2018
Q4 | $482K | Buy |
+1,935
| New | +$482K | 0.35% | 56 |
|