Rappaport Reiches Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $561K | Sell |
1,072
-19
| -2% | -$9.95K | 0.14% | 56 |
|
|
2024
Q4 | $552K | Buy |
1,091
+5
| +0.5% | +$2.53K | 0.14% | 54 |
|
|
2024
Q3 | $635K | Buy |
1,086
+5
| +0.5% | +$2.92K | 0.17% | 52 |
|
|
2024
Q2 | $551K | Buy |
1,081
+29
| +3% | +$14.8K | 0.16% | 51 |
|
|
2024
Q1 | $521K | Buy |
1,052
+2
| +0.2% | +$990 | 0.16% | 61 |
|
|
2023
Q4 | $553K | Sell |
1,050
-85
| -7% | -$44.8K | 0.2% | 46 |
|
|
2023
Q3 | $572K | Buy |
1,135
+4
| +0.4% | +$2.02K | 0.24% | 42 |
|
|
2023
Q2 | $544K | Sell |
1,131
-32
| -3% | -$15.4K | 0.23% | 46 |
|
|
2023
Q1 | $550K | Sell |
1,163
-1
| -0.1% | -$473 | 0.24% | 45 |
|
|
2022
Q4 | $617K | Hold |
1,164
| – | – | 0.3% | 36 |
|
|
2022
Q3 | $588K | Sell |
1,164
-201
| -15% | -$102K | 0.3% | 36 |
|
|
2022
Q2 | $701K | Buy |
1,365
+463
| +51% | +$238K | 0.35% | 34 |
|
|
2022
Q1 | $460K | Buy |
+902
| New | +$460K | 0.25% | 44 |
|