RMAM
Raab & Moskowitz Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
7,232
-224
| -3% | -$69.9K | 0.54% | 54 |
|
|
2025
Q1 | $3.91M | Sell |
7,456
-267
| -3% | -$140K | 0.98% | 26 |
|
|
2024
Q4 | $3.91M | Sell |
7,723
-200
| -3% | -$101K | 0.96% | 26 |
|
|
2024
Q3 | $4.63M | Sell |
7,923
-65
| -0.8% | -$38K | 1.17% | 23 |
|
|
2024
Q2 | $4.07M | Sell |
7,988
-231
| -3% | -$118K | 1.11% | 24 |
|
|
2024
Q1 | $4.07M | Sell |
8,219
-14
| -0.2% | -$6.93K | 1.14% | 24 |
|
|
2023
Q4 | $4.33M | Sell |
8,233
-135
| -2% | -$71.1K | 1.37% | 19 |
|
|
2023
Q3 | $4.22M | Buy |
8,368
+39
| +0.5% | +$19.7K | 1.49% | 20 |
|
|
2023
Q2 | $4M | Buy |
8,329
+80
| +1% | +$38.5K | 1.37% | 20 |
|
|
2023
Q1 | $3.9M | Buy |
8,249
+201
| +2% | +$95K | 1.42% | 19 |
|
|
2022
Q4 | $4.27M | Buy |
8,048
+313
| +4% | +$166K | 1.62% | 16 |
|
|
2022
Q3 | $3.91M | Buy |
7,735
+92
| +1% | +$46.5K | 1.64% | 16 |
|
|
2022
Q2 | $3.93M | Buy |
7,643
+325
| +4% | +$167K | 1.54% | 18 |
|
|
2022
Q1 | $3.73M | Hold |
7,318
| – | – | 1.28% | 23 |
|
|
2021
Q4 | $3.68M | Sell |
7,318
-7
| -0.1% | -$3.52K | 1.21% | 25 |
|
|
2021
Q3 | $2.86M | Sell |
7,325
-39
| -0.5% | -$15.2K | 1.03% | 31 |
|
|
2021
Q2 | $2.95M | Hold |
7,364
| – | – | 1.08% | 30 |
|
|
2021
Q1 | $2.74M | Sell |
7,364
-53
| -0.7% | -$19.7K | 1.07% | 30 |
|
|
2020
Q4 | $2.6M | Sell |
7,417
-51
| -0.7% | -$17.9K | 1.07% | 27 |
|
|
2020
Q3 | $2.33M | Hold |
7,468
| – | – | 1.07% | 29 |
|
|
2020
Q2 | $2.2M | Sell |
7,468
-72
| -1% | -$21.2K | 1.07% | 29 |
|
|
2020
Q1 | $1.88M | Sell |
7,540
-215
| -3% | -$53.6K | 1.02% | 33 |
|
|
2019
Q4 | $2.28M | Buy |
7,755
+165
| +2% | +$48.5K | 0.9% | 37 |
|
|
2019
Q3 | $1.65M | Sell |
7,590
-59
| -0.8% | -$12.8K | 0.72% | 51 |
|
|
2019
Q2 | $1.87M | Buy |
7,649
+1,020
| +15% | +$249K | 0.83% | 43 |
|
|
2019
Q1 | $1.64M | Buy |
6,629
+39
| +0.6% | +$9.64K | 0.75% | 50 |
|
|
2018
Q4 | $1.64M | Sell |
6,590
-60
| -0.9% | -$14.9K | 0.81% | 47 |
|
|
2018
Q3 | $1.77M | Sell |
6,650
-25
| -0.4% | -$6.65K | 0.73% | 46 |
|
|
2018
Q2 | $1.64M | Hold |
6,675
| – | – | 0.78% | 42 |
|
|
2018
Q1 | $1.43M | Buy |
+6,675
| New | +$1.43M | 0.7% | 49 |
|
|
2015
Q1 | – | Sell |
-270
| Closed | -$27K | – | 349 |
|
|
2014
Q4 | $27K | Buy |
+270
| New | +$27K | 0.02% | 248 |
|