Rational Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Buy |
+324
| New | +$101K | 0.01% | 118 |
|
|
2025
Q1 | – | Sell |
-1,744
| Closed | -$882K | – | 125 |
|
|
2024
Q4 | $882K | Buy |
+1,744
| New | +$882K | 0.09% | 77 |
|
|
2024
Q3 | – | Sell |
-787
| Closed | -$401K | – | 199 |
|
|
2024
Q2 | $401K | Buy |
+787
| New | +$401K | 0.04% | 90 |
|
|
2023
Q4 | – | Sell |
-56
| Closed | -$26.9K | – | 274 |
|
|
2023
Q3 | $26.9K | Hold |
56
| – | – | ﹤0.01% | 203 |
|
|
2023
Q2 | $26.9K | Sell |
56
-5,606
| -99% | -$2.69M | ﹤0.01% | 193 |
|
|
2023
Q1 | $2.68M | Buy |
5,662
+1,893
| +50% | +$895K | 0.22% | 49 |
|
|
2022
Q4 | $2M | Sell |
3,769
-898
| -19% | -$476K | 0.17% | 48 |
|
|
2022
Q3 | $2.36M | Buy |
4,667
+583
| +14% | +$294K | 0.19% | 36 |
|
|
2022
Q2 | $2.1M | Buy |
4,084
+4,030
| +7,463% | +$2.07M | 0.15% | 46 |
|
|
2022
Q1 | $28K | Sell |
54
-2,356
| -98% | -$1.22M | ﹤0.01% | 173 |
|
|
2021
Q4 | $1.21M | Sell |
2,410
-1,500
| -38% | -$753K | 0.07% | 88 |
|
|
2021
Q3 | $1.53M | Buy |
3,910
+228
| +6% | +$89.1K | 0.12% | 62 |
|
|
2021
Q2 | $1.47M | Buy |
+3,682
| New | +$1.47M | 0.17% | 66 |
|
|
2021
Q1 | – | Sell |
-3,000
| Closed | -$1.05M | – | 241 |
|
|
2020
Q4 | $1.05M | Buy |
3,000
+2,575
| +606% | +$903K | 0.28% | 92 |
|
|
2020
Q3 | $132K | Buy |
425
+372
| +702% | +$116K | 0.06% | 145 |
|
|
2020
Q2 | $16K | Sell |
53
-500
| -90% | -$151K | 0.01% | 312 |
|
|
2020
Q1 | $138K | Sell |
553
-3,416
| -86% | -$852K | 0.1% | 136 |
|
|
2019
Q4 | $1.17M | Sell |
3,969
-864
| -18% | -$254K | 0.55% | 53 |
|
|
2019
Q3 | $1.05M | Buy |
4,833
+489
| +11% | +$106K | 0.41% | 72 |
|
|
2019
Q2 | $1.06M | Buy |
4,344
+4,147
| +2,105% | +$1.01M | 0.38% | 96 |
|
|
2019
Q1 | $49K | Sell |
197
-1,081
| -85% | -$269K | 0.01% | 317 |
|
|
2018
Q4 | $319K | Sell |
1,278
-1,990
| -61% | -$497K | 0.1% | 143 |
|
|
2018
Q3 | $869K | Sell |
3,268
-1,410
| -30% | -$375K | 0.21% | 113 |
|
|
2018
Q2 | $1.15M | Buy |
4,678
+180
| +4% | +$44.2K | 0.54% | 66 |
|
|
2018
Q1 | $962K | Buy |
4,498
+1,015
| +29% | +$217K | 0.45% | 83 |
|
|
2017
Q4 | $768K | Buy |
3,483
+2,282
| +190% | +$503K | 0.4% | 100 |
|
|
2017
Q3 | $235K | Hold |
1,201
| – | – | 0.13% | 189 |
|
|
2017
Q2 | $223K | Sell |
1,201
-2,572
| -68% | -$478K | 0.14% | 175 |
|
|
2017
Q1 | $619K | Buy |
3,773
+2,722
| +259% | +$447K | 0.41% | 90 |
|
|
2016
Q4 | $171K | Hold |
1,051
| – | – | 0.16% | 128 |
|
|
2016
Q3 | $147K | Buy |
+1,051
| New | +$147K | 0.1% | 173 |
|
|
2015
Q3 | $174K | Hold |
1,496
| – | – | 0.07% | 169 |
|
|
2015
Q2 | $183K | Sell |
1,496
-100
| -6% | -$12.2K | 0.06% | 177 |
|
|
2015
Q1 | $189K | Sell |
1,596
-562
| -26% | -$66.6K | 0.05% | 189 |
|
|
2014
Q4 | $218K | Buy |
+2,158
| New | +$218K | 0.04% | 210 |
|
|
2013
Q4 | $40K | Sell |
533
-35
| -6% | -$2.63K | ﹤0.01% | 699 |
|
|
2013
Q3 | $41K | Hold |
568
| – | – | ﹤0.01% | 717 |
|
|
2013
Q2 | $37K | Buy |
+568
| New | +$37K | ﹤0.01% | 726 |
|