Frank Rimerman Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Sell |
8,979
-6,198
| -41% | -$1.93M | 0.19% | 84 |
|
|
2025
Q1 | $7.95M | Sell |
15,177
-1,686
| -10% | -$883K | 0.63% | 22 |
|
|
2024
Q4 | $8.53M | Buy |
16,863
+759
| +5% | +$384K | 0.62% | 22 |
|
|
2024
Q3 | $9.42M | Buy |
16,104
+1,355
| +9% | +$792K | 0.67% | 22 |
|
|
2024
Q2 | $7.51M | Buy |
14,749
+14,725
| +61,354% | +$7.5M | 0.53% | 24 |
|
|
2024
Q1 | $11.9K | Hold |
24
| – | – | ﹤0.01% | 168 |
|
|
2023
Q4 | $12.6K | Buy |
+24
| New | +$12.6K | ﹤0.01% | 164 |
|
|
2022
Q2 | – | Sell |
-638
| Closed | -$325K | – | 126 |
|
|
2022
Q1 | $325K | Buy |
638
+14
| +2% | +$7.14K | 0.1% | 100 |
|
|
2021
Q4 | $313K | Hold |
624
| – | – | 0.11% | 96 |
|
|
2021
Q3 | $244K | Sell |
624
-184
| -23% | -$71.9K | 0.09% | 98 |
|
|
2021
Q2 | $324K | Hold |
808
| – | – | 0.13% | 64 |
|
|
2021
Q1 | $301K | Hold |
808
| – | – | 0.13% | 66 |
|
|
2020
Q4 | $283K | Buy |
+808
| New | +$283K | 0.13% | 74 |
|