RBCM
Raub Brock Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-31,592
| Closed | -$16.5M | – | 45 |
|
|
2025
Q1 | $16.5M | Sell |
31,592
-1,037
| -3% | -$543K | 3.69% | 13 |
|
|
2024
Q4 | $16.5M | Buy |
32,629
+393
| +1% | +$199K | 3.51% | 18 |
|
|
2024
Q3 | $18.8M | Sell |
32,236
-501
| -2% | -$293K | 3.83% | 14 |
|
|
2024
Q2 | $16.7M | Sell |
32,737
-234
| -0.7% | -$119K | 3.64% | 15 |
|
|
2024
Q1 | $16.3M | Sell |
32,971
-1,374
| -4% | -$680K | 3.45% | 21 |
|
|
2023
Q4 | $18.1M | Sell |
34,345
-7,483
| -18% | -$3.94M | 3.79% | 12 |
|
|
2023
Q3 | $21.1M | Sell |
41,828
-1,400
| -3% | -$706K | 4.19% | 10 |
|
|
2023
Q2 | $20.8M | Sell |
43,228
-89
| -0.2% | -$42.8K | 3.9% | 13 |
|
|
2023
Q1 | $20.5M | Buy |
43,317
+1,123
| +3% | +$531K | 3.94% | 13 |
|
|
2022
Q4 | $22.4M | Sell |
42,194
-7,136
| -14% | -$3.78M | 4.57% | 5 |
|
|
2022
Q3 | $24.9M | Sell |
49,330
-6,975
| -12% | -$3.52M | 5.2% | 3 |
|
|
2022
Q2 | $28.9M | Sell |
56,305
-3,872
| -6% | -$1.99M | 5.52% | 1 |
|
|
2022
Q1 | $30.7M | Sell |
60,177
-11,341
| -16% | -$5.78M | 5.22% | 2 |
|
|
2021
Q4 | $27.9M | Hold |
71,518
| – | – | 4.25% | 12 |
|
|
2021
Q3 | $27.9M | Sell |
71,518
-1,286
| -2% | -$502K | 4.25% | 12 |
|
|
2021
Q2 | $29.2M | Sell |
72,804
-2,649
| -4% | -$1.06M | 5.02% | 8 |
|
|
2021
Q1 | $28.1M | Sell |
75,453
-1,042
| -1% | -$388K | 4.43% | 8 |
|
|
2020
Q4 | $26.8M | Sell |
76,495
-1,706
| -2% | -$598K | 4.35% | 10 |
|
|
2020
Q3 | $24.4M | Sell |
78,201
-63
| -0.1% | -$19.6K | 4.13% | 12 |
|
|
2020
Q2 | $23.1M | Sell |
78,264
-6,103
| -7% | -$1.8M | 4.29% | 10 |
|
|
2020
Q1 | $21M | Sell |
84,367
-2,227
| -3% | -$555K | 4.59% | 5 |
|
|
2019
Q4 | $25.5M | Buy |
86,594
+2,291
| +3% | +$674K | 4.46% | 8 |
|
|
2019
Q3 | $18.3M | Buy |
84,303
+3,368
| +4% | +$732K | 3.52% | 19 |
|
|
2019
Q2 | $19.7M | Sell |
80,935
-104
| -0.1% | -$25.4K | 4.04% | 16 |
|
|
2019
Q1 | $20M | Buy |
81,039
+1,412
| +2% | +$349K | 4.21% | 15 |
|
|
2018
Q4 | $19.8M | Buy |
79,627
+1,161
| +1% | +$289K | 4.89% | 2 |
|
|
2018
Q3 | $20.9M | Sell |
78,466
-3,126
| -4% | -$832K | 4.61% | 5 |
|
|
2018
Q2 | $20M | Sell |
81,592
-3,371
| -4% | -$827K | 4.73% | 5 |
|
|
2018
Q1 | $18.2M | Sell |
84,963
-2,088
| -2% | -$447K | 4.53% | 6 |
|
|
2017
Q4 | $19.2M | Sell |
87,051
-4,208
| -5% | -$928K | 4.75% | 5 |
|
|
2017
Q3 | $17.9M | Sell |
91,259
-5,647
| -6% | -$1.11M | 4.58% | 6 |
|
|
2017
Q2 | $18M | Sell |
96,906
-560
| -0.6% | -$104K | 5% | 1 |
|
|
2017
Q1 | $16M | Sell |
97,466
-2,361
| -2% | -$387K | 4.68% | 2 |
|
|
2016
Q4 | $16M | Sell |
99,827
-497
| -0.5% | -$79.5K | 4.91% | 1 |
|
|
2016
Q3 | $14M | Sell |
100,324
-11,282
| -10% | -$1.58M | 4.37% | 3 |
|
|
2016
Q2 | $15.8M | Sell |
111,606
-21,345
| -16% | -$3.01M | 4.73% | 2 |
|
|
2016
Q1 | $17.1M | Sell |
132,951
-1,144
| -0.9% | -$147K | 5.06% | 2 |
|
|
2015
Q4 | $15.8M | Buy |
134,095
+2,609
| +2% | +$307K | 5.02% | 4 |
|
|
2015
Q3 | $15.3M | Sell |
131,486
-175
| -0.1% | -$20.3K | 5.15% | 3 |
|
|
2015
Q2 | $16.1M | Sell |
131,661
-3,310
| -2% | -$404K | 5.22% | 1 |
|
|
2015
Q1 | $16M | Sell |
134,971
-3,353
| -2% | -$397K | 5.42% | 1 |
|
|
2014
Q4 | $14M | Buy |
138,324
+1,215
| +0.9% | +$123K | 4.89% | 2 |
|
|
2014
Q3 | $11.8M | Sell |
137,109
-240
| -0.2% | -$20.7K | 4.25% | 6 |
|
|
2014
Q2 | $11.2M | Buy |
+137,349
| New | +$11.2M | 4.23% | 13 |
|