HR
Howe & Rusling’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.87M | Sell |
25,242
-942
| -4% | -$294K | 0.58% | 53 |
|
|
2025
Q1 | $13.7M | Sell |
26,184
-369
| -1% | -$193K | 1.15% | 23 |
|
|
2024
Q4 | $13.4M | Sell |
26,553
-3,848
| -13% | -$1.95M | 1.16% | 22 |
|
|
2024
Q3 | $17.8M | Sell |
30,401
-31
| -0.1% | -$18.1K | 1.53% | 16 |
|
|
2024
Q2 | $15.5M | Buy |
30,432
+3,201
| +12% | +$1.63M | 1.41% | 18 |
|
|
2024
Q1 | $13.5M | Buy |
27,231
+4,212
| +18% | +$2.08M | 1.29% | 18 |
|
|
2023
Q4 | $12.1M | Buy |
23,019
+333
| +1% | +$175K | 1.28% | 22 |
|
|
2023
Q3 | $11.4M | Sell |
22,686
-6,427
| -22% | -$3.24M | 1.35% | 23 |
|
|
2023
Q2 | $14M | Sell |
29,113
-4,524
| -13% | -$2.17M | 1.57% | 16 |
|
|
2023
Q1 | $15.9M | Buy |
33,637
+70
| +0.2% | +$33.1K | 1.89% | 12 |
|
|
2022
Q4 | $17.8M | Buy |
33,567
+1,274
| +4% | +$675K | 2.23% | 9 |
|
|
2022
Q3 | $16.3M | Buy |
32,293
+503
| +2% | +$254K | 2.17% | 9 |
|
|
2022
Q2 | $16.3M | Buy |
31,790
+1,075
| +3% | +$552K | 2.07% | 9 |
|
|
2022
Q1 | $15.7M | Buy |
30,715
+445
| +1% | +$227K | 1.81% | 13 |
|
|
2021
Q4 | $15.2M | Buy |
30,270
+2,512
| +9% | +$1.26M | 1.78% | 13 |
|
|
2021
Q3 | $10.8M | Sell |
27,758
-605
| -2% | -$236K | 1.36% | 22 |
|
|
2021
Q2 | $11.4M | Buy |
28,363
+330
| +1% | +$132K | 1.43% | 22 |
|
|
2021
Q1 | $10.4M | Buy |
28,033
+4,255
| +18% | +$1.58M | 1.42% | 22 |
|
|
2020
Q4 | $8.34M | Buy |
23,778
+255
| +1% | +$89.4K | 1.27% | 23 |
|
|
2020
Q3 | $7.33M | Sell |
23,523
-2,663
| -10% | -$830K | 1.26% | 23 |
|
|
2020
Q2 | $7.72M | Sell |
26,186
-3,526
| -12% | -$1.04M | 1.43% | 23 |
|
|
2020
Q1 | $7.41M | Sell |
29,712
-27,791
| -48% | -$6.93M | 1.6% | 17 |
|
|
2019
Q4 | $16.9M | Sell |
57,503
-452
| -0.8% | -$133K | 2.8% | 3 |
|
|
2019
Q3 | $12.6M | Sell |
57,955
-203
| -0.3% | -$44.1K | 2.21% | 9 |
|
|
2019
Q2 | $14.2M | Buy |
58,158
+360
| +0.6% | +$87.8K | 2.45% | 6 |
|
|
2019
Q1 | $14.3M | Buy |
57,798
+1,043
| +2% | +$258K | 2.47% | 7 |
|
|
2018
Q4 | $14.1M | Buy |
56,755
+262
| +0.5% | +$65.3K | 2.99% | 5 |
|
|
2018
Q3 | $15M | Buy |
56,493
+60
| +0.1% | +$16K | 2.51% | 9 |
|
|
2018
Q2 | $13.8M | Buy |
56,433
+1,955
| +4% | +$480K | 2.51% | 8 |
|
|
2018
Q1 | $11.7M | Buy |
54,478
+28,967
| +114% | +$6.2M | 2.11% | 11 |
|
|
2017
Q4 | $5.62M | Sell |
25,511
-287
| -1% | -$63.3K | 1.02% | 35 |
|
|
2017
Q3 | $5.05M | Buy |
25,798
+25,508
| +8,796% | +$5M | 0.93% | 41 |
|
|
2017
Q2 | $54K | Hold |
290
| – | – | 0.01% | 263 |
|
|
2017
Q1 | $48K | Buy |
290
+160
| +123% | +$26.5K | 0.01% | 266 |
|
|
2016
Q4 | $21K | Hold |
130
| – | – | ﹤0.01% | 359 |
|
|
2016
Q3 | $18K | Sell |
130
-790
| -86% | -$109K | ﹤0.01% | 397 |
|
|
2016
Q2 | $130K | Buy |
920
+40
| +5% | +$5.65K | 0.03% | 164 |
|
|
2016
Q1 | $113K | Buy |
880
+250
| +40% | +$32.1K | 0.03% | 191 |
|
|
2015
Q4 | $74K | Sell |
630
-1,700
| -73% | -$200K | 0.02% | 230 |
|
|
2015
Q3 | $270K | Sell |
2,330
-130
| -5% | -$15.1K | 0.07% | 132 |
|
|
2015
Q2 | $300K | Sell |
2,460
-420
| -15% | -$51.2K | 0.07% | 138 |
|
|
2015
Q1 | $341K | Sell |
2,880
-770
| -21% | -$91.2K | 0.08% | 130 |
|
|
2014
Q4 | $369K | Buy |
3,650
+90
| +3% | +$9.1K | 0.09% | 124 |
|
|
2014
Q3 | $307K | Hold |
3,560
| – | – | 0.07% | 130 |
|
|
2014
Q2 | $291K | Buy |
3,560
+60
| +2% | +$4.9K | 0.07% | 135 |
|
|
2014
Q1 | $287K | Buy |
3,500
+60
| +2% | +$4.92K | 0.07% | 126 |
|
|
2013
Q4 | $259K | Sell |
3,440
-480
| -12% | -$36.1K | 0.07% | 129 |
|
|
2013
Q3 | $282K | Hold |
3,920
| – | – | 0.1% | 118 |
|
|
2013
Q2 | $257K | Buy |
+3,920
| New | +$257K | 0.07% | 144 |
|