HHGA
Halbert Hargrove Global Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8K | Sell |
54
-50
| -48% | -$15.6K | ﹤0.01% | 192 |
|
|
2025
Q1 | $54.4K | Buy |
104
+18
| +21% | +$9.41K | ﹤0.01% | 137 |
|
|
2024
Q4 | $43.5K | Sell |
86
-502
| -85% | -$254K | ﹤0.01% | 144 |
|
|
2024
Q3 | $344K | Sell |
588
-58
| -9% | -$33.9K | 0.02% | 58 |
|
|
2024
Q2 | $329K | Buy |
646
+14
| +2% | +$7.13K | 0.02% | 59 |
|
|
2024
Q1 | $313K | Buy |
632
+25
| +4% | +$12.4K | 0.02% | 67 |
|
|
2023
Q4 | $320K | Buy |
607
+70
| +13% | +$36.9K | 0.02% | 69 |
|
|
2023
Q3 | $271K | Sell |
537
-16
| -3% | -$8.07K | 0.02% | 70 |
|
|
2023
Q2 | $266K | Sell |
553
-1,603
| -74% | -$772K | 0.02% | 69 |
|
|
2023
Q1 | $1.02M | Sell |
2,156
-10
| -0.5% | -$4.73K | 0.07% | 44 |
|
|
2022
Q4 | $1.15M | Buy |
2,166
+76
| +4% | +$40.3K | 0.08% | 39 |
|
|
2022
Q3 | $1.06M | Buy |
2,090
+55
| +3% | +$27.8K | 0.08% | 42 |
|
|
2022
Q2 | $1.05M | Buy |
2,035
+112
| +6% | +$57.5K | 0.08% | 42 |
|
|
2022
Q1 | $981K | Buy |
1,923
+42
| +2% | +$21.4K | 0.06% | 52 |
|
|
2021
Q4 | $945K | Buy |
1,881
+26
| +1% | +$13.1K | 0.06% | 55 |
|
|
2021
Q3 | $725K | Buy |
1,855
+4
| +0.2% | +$1.56K | 0.05% | 56 |
|
|
2021
Q2 | $741K | Buy |
1,851
+30
| +2% | +$12K | 0.05% | 56 |
|
|
2021
Q1 | $678K | Sell |
1,821
-841
| -32% | -$313K | 0.05% | 50 |
|
|
2020
Q4 | $934K | Sell |
2,662
-71
| -3% | -$24.9K | 0.07% | 34 |
|
|
2020
Q3 | $852K | Buy |
2,733
+42
| +2% | +$13.1K | 0.08% | 31 |
|
|
2020
Q2 | $794K | Buy |
2,691
+113
| +4% | +$33.3K | 0.12% | 28 |
|
|
2020
Q1 | $643K | Sell |
2,578
-777
| -23% | -$194K | 0.11% | 27 |
|
|
2019
Q4 | $986K | Sell |
3,355
-160
| -5% | -$47K | 0.25% | 19 |
|
|
2019
Q3 | $764K | Buy |
3,515
+2,161
| +160% | +$470K | 0.2% | 21 |
|
|
2019
Q2 | $330K | Buy |
1,354
+38
| +3% | +$9.26K | 0.09% | 50 |
|
|
2019
Q1 | $325K | Sell |
1,316
-13
| -1% | -$3.21K | 1.15% | 27 |
|
|
2018
Q4 | $331K | Sell |
1,329
-53
| -4% | -$13.2K | 0.08% | 50 |
|
|
2018
Q3 | $368K | Sell |
1,382
-68
| -5% | -$18.1K | 0.1% | 42 |
|
|
2018
Q2 | $356K | Sell |
1,450
-51
| -3% | -$12.5K | 0.09% | 42 |
|
|
2018
Q1 | $321K | Buy |
1,501
+253
| +20% | +$54.1K | 0.09% | 45 |
|
|
2017
Q4 | $275K | Sell |
1,248
-42
| -3% | -$9.26K | 0.07% | 53 |
|
|
2017
Q3 | $253K | Sell |
1,290
-123
| -9% | -$24.1K | 0.07% | 54 |
|
|
2017
Q2 | $262K | Sell |
1,413
-529
| -27% | -$98.1K | 0.07% | 57 |
|
|
2017
Q1 | $319K | Sell |
1,942
-113
| -5% | -$18.6K | 0.08% | 53 |
|
|
2016
Q4 | $329K | Buy |
2,055
+39
| +2% | +$6.24K | 0.09% | 43 |
|
|
2016
Q3 | $282K | Sell |
2,016
-307
| -13% | -$42.9K | 0.08% | 52 |
|
|
2016
Q2 | $328K | Sell |
2,323
-41
| -2% | -$5.79K | 0.09% | 48 |
|
|
2016
Q1 | $305K | Sell |
2,364
-410
| -15% | -$52.9K | 0.11% | 46 |
|
|
2015
Q4 | $326K | Sell |
2,774
-23
| -0.8% | -$2.7K | 0.14% | 57 |
|
|
2015
Q3 | $324K | Sell |
2,797
-2,451
| -47% | -$284K | 0.16% | 50 |
|
|
2015
Q2 | $640K | Sell |
5,248
-184
| -3% | -$22.4K | 0.16% | 55 |
|
|
2015
Q1 | $643K | Buy |
5,432
+2,317
| +74% | +$274K | 0.21% | 58 |
|
|
2014
Q4 | $315K | Sell |
3,115
-100
| -3% | -$10.1K | 0.16% | 79 |
|
|
2014
Q3 | $277K | Sell |
3,215
-1,606
| -33% | -$138K | 0.08% | 105 |
|
|
2014
Q2 | $394K | Buy |
4,821
+71
| +1% | +$5.8K | 0.12% | 64 |
|
|
2014
Q1 | $389K | Sell |
4,750
-60
| -1% | -$4.91K | 0.12% | 62 |
|
|
2013
Q4 | $362K | Sell |
4,810
-3,713
| -44% | -$279K | 0.11% | 64 |
|
|
2013
Q3 | $610K | Buy |
8,523
+459
| +6% | +$32.9K | 0.2% | 33 |
|
|
2013
Q2 | $528K | Buy |
+8,064
| New | +$528K | 0.19% | 40 |
|