Howe & Rusling’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.87M | Sell |
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|
2025
Q1 | $13.7M | Sell |
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|
2024
Q4 | $13.4M | Sell |
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|
2024
Q3 | $17.8M | Sell |
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|
2024
Q2 | $15.5M | Buy |
|
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|
2024
Q1 | $13.5M | Buy |
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|
2023
Q4 | $12.1M | Buy |
|
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|
2023
Q3 | $11.4M | Sell |
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|
2023
Q2 | $14M | Sell |
|
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|
2023
Q1 | $15.9M | Buy |
|
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|
2022
Q4 | $17.8M | Buy |
|
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|
2022
Q3 | $16.3M | Buy |
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|
2022
Q2 | $16.3M | Buy |
|
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|
2022
Q1 | $15.7M | Buy |
|
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|
2021
Q4 | $15.2M | Buy |
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|
2021
Q3 | $10.8M | Sell |
|
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|
2021
Q2 | $11.4M | Buy |
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|
2021
Q1 | $10.4M | Buy |
|
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|
2020
Q4 | $8.34M | Buy |
|
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|
2020
Q3 | $7.33M | Sell |
|
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|
2020
Q2 | $7.72M | Sell |
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|
2020
Q1 | $7.41M | Sell |
|
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|
2019
Q4 | $16.9M | Sell |
|
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|
2019
Q3 | $12.6M | Sell |
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|
2019
Q2 | $14.2M | Buy |
|
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|
2019
Q1 | $14.3M | Buy |
|
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|
2018
Q4 | $14.1M | Buy |
|
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|
2018
Q3 | $15M | Buy |
|
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|
2018
Q2 | $13.8M | Buy |
|
|||||
|
2018
Q1 | $11.7M | Buy |
|
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|
2017
Q4 | $5.62M | Sell |
|
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|
2017
Q3 | $5.05M | Buy |
|
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|
2017
Q2 | $54K | Hold |
|
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|
2017
Q1 | $48K | Buy |
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|
2016
Q4 | $21K | Hold |
|
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|
2016
Q3 | $18K | Sell |
|
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|
2016
Q2 | $130K | Buy |
|
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|
2016
Q1 | $113K | Buy |
|
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|
2015
Q4 | $74K | Sell |
|
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|
2015
Q3 | $270K | Sell |
|
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|
2015
Q2 | $300K | Sell |
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|
2015
Q1 | $341K | Sell |
|
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|
2014
Q4 | $369K | Buy |
|
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|
2014
Q3 | $307K | Hold |
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|
2014
Q2 | $291K | Buy |
|
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|
2014
Q1 | $287K | Buy |
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|
2013
Q4 | $259K | Sell |
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|
2013
Q3 | $282K | Hold |
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|
2013
Q2 | $257K | Buy |
|