BRWA
B. Riley Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.64M | Buy |
+14,874
| New | +$4.64M | 0.22% | 97 |
|
|
2024
Q4 | $15.9M | Sell |
31,405
-6,820
| -18% | -$3.45M | 0.52% | 28 |
|
|
2024
Q3 | $22.5M | Sell |
38,225
-4,115
| -10% | -$2.42M | 0.62% | 20 |
|
|
2024
Q2 | $21.6M | Sell |
42,340
-13,355
| -24% | -$6.8M | 0.55% | 26 |
|
|
2024
Q1 | $28.1M | Buy |
55,695
+7,198
| +15% | +$3.63M | 0.76% | 14 |
|
|
2023
Q4 | $25.5M | Sell |
48,497
-7,198
| -13% | -$3.79M | 0.69% | 20 |
|
|
2023
Q3 | $28.1M | Buy |
55,695
+5,074
| +10% | +$2.56M | 0.76% | 14 |
|
|
2023
Q2 | $24.3M | Buy |
50,621
+2,215
| +5% | +$1.06M | 0.55% | 32 |
|
|
2023
Q1 | $22.9M | Sell |
48,406
-5,598
| -10% | -$2.65M | 0.61% | 26 |
|
|
2022
Q4 | $28.6M | Buy |
54,004
+1,775
| +3% | +$941K | 0.8% | 14 |
|
|
2022
Q3 | $26.4M | Buy |
52,229
+12,209
| +31% | +$6.17M | 0.8% | 14 |
|
|
2022
Q2 | $20.6M | Sell |
40,020
-1,451
| -3% | -$745K | 0.87% | 14 |
|
|
2022
Q1 | $21.2M | Sell |
41,471
-2,341
| -5% | -$1.19M | 0.69% | 18 |
|
|
2021
Q4 | $22M | Buy |
43,812
+1,158
| +3% | +$581K | 0.63% | 20 |
|
|
2021
Q3 | $16.7M | Buy |
42,654
+401
| +0.9% | +$157K | 0.53% | 29 |
|
|
2021
Q2 | $16.8M | Buy |
42,253
+4,433
| +12% | +$1.76M | 0.55% | 28 |
|
|
2021
Q1 | $14M | Buy |
37,820
+6,156
| +19% | +$2.28M | 0.49% | 33 |
|
|
2020
Q4 | $11.1M | Sell |
31,664
-1,553
| -5% | -$545K | 0.59% | 34 |
|
|
2020
Q3 | $10.2M | Buy |
33,217
+4,185
| +14% | +$1.29M | 0.55% | 39 |
|
|
2020
Q2 | $8.57M | Sell |
29,032
-846
| -3% | -$250K | 0.57% | 34 |
|
|
2020
Q1 | $7.45M | Buy |
29,878
+7,771
| +35% | +$1.94M | 0.64% | 29 |
|
|
2019
Q4 | $6.49M | Buy |
22,107
+2,409
| +12% | +$707K | 0.55% | 38 |
|
|
2019
Q3 | $4.28M | Buy |
19,698
+3,593
| +22% | +$781K | 0.42% | 47 |
|
|
2019
Q2 | $3.93M | Buy |
16,105
+2,078
| +15% | +$507K | 0.43% | 50 |
|
|
2019
Q1 | $3.47M | Buy |
14,027
+991
| +8% | +$245K | 0.43% | 53 |
|
|
2018
Q4 | $3.25M | Buy |
13,036
+1,988
| +18% | +$496K | 0.46% | 50 |
|
|
2018
Q3 | $2.94M | Buy |
11,048
+743
| +7% | +$198K | 0.35% | 62 |
|
|
2018
Q2 | $2.53M | Buy |
10,305
+1,095
| +12% | +$269K | 0.33% | 63 |
|
|
2018
Q1 | $1.97M | Sell |
9,210
-1,502
| -14% | -$322K | 0.28% | 88 |
|
|
2017
Q4 | $2.37M | Buy |
10,712
+422
| +4% | +$93.2K | 0.32% | 82 |
|
|
2017
Q3 | $2.02M | Buy |
10,290
+1,006
| +11% | +$197K | 0.34% | 82 |
|
|
2017
Q2 | $1.72M | Buy |
9,284
+1,295
| +16% | +$240K | 0.31% | 91 |
|
|
2017
Q1 | $1.31M | Buy |
7,989
+144
| +2% | +$23.6K | 0.26% | 100 |
|
|
2016
Q4 | $1.26M | Buy |
7,845
+503
| +7% | +$80.7K | 0.26% | 103 |
|
|
2016
Q3 | $1.03M | Buy |
7,342
+158
| +2% | +$22.1K | 0.2% | 130 |
|
|
2016
Q2 | $1.02M | Sell |
7,184
-1,346
| -16% | -$190K | 0.2% | 132 |
|
|
2016
Q1 | $1.1M | Sell |
8,530
-191
| -2% | -$24.6K | 0.25% | 94 |
|
|
2015
Q4 | $1.03M | Sell |
8,721
-3,719
| -30% | -$438K | 0.21% | 126 |
|
|
2015
Q3 | $1.45M | Buy |
12,440
+3,691
| +42% | +$429K | 0.35% | 66 |
|
|
2015
Q2 | $1.07M | Buy |
8,749
+3,464
| +66% | +$424K | 0.27% | 94 |
|
|
2015
Q1 | $625K | Sell |
5,285
-1,494
| -22% | -$177K | 0.15% | 175 |
|
|
2014
Q4 | $2.79K | Buy |
6,779
+2,180
| +47% | +$898 | 0.06% | 428 |
|
|
2014
Q3 | $397K | Sell |
4,599
-3,485
| -43% | -$301K | 0.1% | 262 |
|
|
2014
Q2 | $285K | Buy |
8,084
+3,633
| +82% | +$128K | 0.07% | 329 |
|
|
2014
Q1 | $365K | Buy |
4,451
+1,065
| +31% | +$87.3K | 0.11% | 216 |
|
|
2013
Q4 | $255K | Buy |
3,386
+988
| +41% | +$74.4K | 0.08% | 279 |
|
|
2013
Q3 | $172K | Buy |
+2,398
| New | +$172K | 0.06% | 388 |
|