RAM Investment Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-3,130
| Closed | -$1.64M | – | 100 |
|
2025
Q1 | $1.64M | Buy |
+3,130
| New | +$1.64M | 0.4% | 21 |
|
2024
Q4 | – | Sell |
-450
| Closed | -$263K | – | 95 |
|
2024
Q3 | $263K | Buy |
450
+24
| +6% | +$14K | 0.07% | 70 |
|
2024
Q2 | $217K | Buy |
426
+21
| +5% | +$10.7K | 0.06% | 77 |
|
2024
Q1 | $200K | Buy |
+405
| New | +$200K | 0.06% | 86 |
|
2023
Q3 | – | Sell |
-1,543
| Closed | -$742K | – | 54 |
|
2023
Q2 | $742K | Buy |
+1,543
| New | +$742K | 0.31% | 25 |
|
2023
Q1 | – | Sell |
-434
| Closed | -$230K | – | 51 |
|
2022
Q4 | $230K | Buy |
+434
| New | +$230K | 0.14% | 45 |
|