Neville Rodie & Shaw’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.62M | Sell |
14,799
-12,278
| -45% | -$3.83M | 0.34% | 64 |
|
|
2025
Q1 | $14.2M | Buy |
27,077
+486
| +2% | +$255K | 1.11% | 26 |
|
|
2024
Q4 | $13.5M | Sell |
26,591
-862
| -3% | -$436K | 0.98% | 26 |
|
|
2024
Q3 | $16.1M | Sell |
27,453
-258
| -0.9% | -$151K | 1.18% | 22 |
|
|
2024
Q2 | $14.1M | Sell |
27,711
-4,052
| -13% | -$2.06M | 1.07% | 24 |
|
|
2024
Q1 | $15.7M | Sell |
31,763
-824
| -3% | -$408K | 1.2% | 23 |
|
|
2023
Q4 | $17.2M | Buy |
32,587
+416
| +1% | +$219K | 1.4% | 20 |
|
|
2023
Q3 | $16.2M | Buy |
32,171
+199
| +0.6% | +$100K | 1.45% | 19 |
|
|
2023
Q2 | $15.4M | Buy |
31,972
+768
| +2% | +$369K | 1.32% | 23 |
|
|
2023
Q1 | $14.7M | Sell |
31,204
-2,913
| -9% | -$1.38M | 1.34% | 24 |
|
|
2022
Q4 | $18.1M | Sell |
34,117
-452
| -1% | -$240K | 1.7% | 15 |
|
|
2022
Q3 | $17.5M | Sell |
34,569
-206
| -0.6% | -$104K | 1.72% | 12 |
|
|
2022
Q2 | $17.9M | Buy |
34,775
+190
| +0.5% | +$97.6K | 1.6% | 15 |
|
|
2022
Q1 | $17.7M | Buy |
34,585
+640
| +2% | +$328K | 1.32% | 24 |
|
|
2021
Q4 | $17M | Sell |
33,945
-283
| -0.8% | -$142K | 1.21% | 27 |
|
|
2021
Q3 | $13.4M | Sell |
34,228
-573
| -2% | -$224K | 1.04% | 33 |
|
|
2021
Q2 | $13.9M | Sell |
34,801
-24
| -0.1% | -$9.61K | 1.07% | 30 |
|
|
2021
Q1 | $13M | Sell |
34,825
-540
| -2% | -$201K | 1.07% | 31 |
|
|
2020
Q4 | $12.4M | Sell |
35,365
-35
| -0.1% | -$12.3K | 1.07% | 32 |
|
|
2020
Q3 | $11M | Buy |
35,400
+77
| +0.2% | +$24K | 1.04% | 31 |
|
|
2020
Q2 | $10.4M | Buy |
35,323
+1,120
| +3% | +$330K | 1.08% | 28 |
|
|
2020
Q1 | $8.53M | Sell |
34,203
-1,403
| -4% | -$350K | 1.04% | 30 |
|
|
2019
Q4 | $10.5M | Sell |
35,606
-210
| -0.6% | -$61.7K | 1.03% | 31 |
|
|
2019
Q3 | $7.78M | Sell |
35,816
-2,117
| -6% | -$460K | 0.82% | 36 |
|
|
2019
Q2 | $9.26M | Buy |
37,933
+3,596
| +10% | +$877K | 0.98% | 31 |
|
|
2019
Q1 | $8.49M | Buy |
34,337
+19,712
| +135% | +$4.87M | 0.9% | 34 |
|
|
2018
Q4 | $3.64M | Buy |
14,625
+2,281
| +18% | +$568K | 0.44% | 69 |
|
|
2018
Q3 | $3.28M | Sell |
12,344
-1,323
| -10% | -$352K | 0.32% | 81 |
|
|
2018
Q2 | $3.35M | Buy |
13,667
+526
| +4% | +$129K | 0.35% | 78 |
|
|
2018
Q1 | $2.81M | Buy |
13,141
+203
| +2% | +$43.4K | 0.31% | 84 |
|
|
2017
Q4 | $2.85M | Sell |
12,938
-49
| -0.4% | -$10.8K | 0.3% | 85 |
|
|
2017
Q3 | $2.54M | Sell |
12,987
-287
| -2% | -$56.2K | 0.28% | 85 |
|
|
2017
Q2 | $2.46M | Buy |
13,274
+1
| +0% | +$185 | 0.28% | 86 |
|
|
2017
Q1 | $2.18M | Sell |
13,273
-1,601
| -11% | -$263K | 0.25% | 88 |
|
|
2016
Q4 | $2.38M | Buy |
14,874
+2
| +0% | +$320 | 0.28% | 86 |
|
|
2016
Q3 | $2.08M | Sell |
14,872
-365
| -2% | -$51.1K | 0.25% | 92 |
|
|
2016
Q2 | $2.15M | Sell |
15,237
-263
| -2% | -$37.1K | 0.26% | 91 |
|
|
2016
Q1 | $2M | Buy |
15,500
+2
| +0% | +$258 | 0.24% | 91 |
|
|
2015
Q4 | $1.82M | Sell |
15,498
-191
| -1% | -$22.5K | 0.22% | 93 |
|
|
2015
Q3 | $1.82M | Sell |
15,689
-284
| -2% | -$32.9K | 0.22% | 97 |
|
|
2015
Q2 | $1.95M | Sell |
15,973
-948
| -6% | -$116K | 0.21% | 101 |
|
|
2015
Q1 | $2M | Sell |
16,921
-99
| -0.6% | -$11.7K | 0.21% | 105 |
|
|
2014
Q4 | $1.72M | Buy |
17,020
+3
| +0% | +$303 | 0.17% | 113 |
|
|
2014
Q3 | $1.47M | Buy |
17,017
+307
| +2% | +$26.5K | 0.14% | 113 |
|
|
2014
Q2 | $1.37M | Buy |
16,710
+1
| +0% | +$82 | 0.14% | 116 |
|
|
2014
Q1 | $1.37M | Sell |
16,709
-599
| -3% | -$49.1K | 0.15% | 110 |
|
|
2013
Q4 | $1.3M | Buy |
17,308
+1,554
| +10% | +$117K | 0.14% | 115 |
|
|
2013
Q3 | $1.13M | Buy |
15,754
+52
| +0.3% | +$3.72K | 0.13% | 123 |
|
|
2013
Q2 | $1.03M | Buy |
+15,702
| New | +$1.03M | 0.12% | 120 |
|