RJFSA
Raymond James Financial Services Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $509M | Buy |
869,710
+55,710
| +7% | +$32.6M | 0.68% | 22 |
|
|
2024
Q2 | $415M | Buy |
814,000
+19,266
| +2% | +$9.81M | 0.59% | 29 |
|
|
2024
Q1 | $393M | Buy |
794,734
+5,600
| +0.7% | +$2.77M | 0.58% | 32 |
|
|
2023
Q4 | $415M | Buy |
789,134
+29,345
| +4% | +$15.4M | 0.68% | 23 |
|
|
2023
Q3 | $383M | Buy |
759,789
+12,732
| +2% | +$6.42M | 0.69% | 23 |
|
|
2023
Q2 | $359M | Buy |
747,057
+36,942
| +5% | +$17.8M | 0.63% | 29 |
|
|
2023
Q1 | $336M | Sell |
710,115
-32,052
| -4% | -$15.1M | 0.64% | 30 |
|
|
2022
Q4 | $394M | Buy |
742,167
+4,687
| +0.6% | +$2.49M | 0.79% | 15 |
|
|
2022
Q3 | $373M | Buy |
737,480
+25,304
| +4% | +$12.8M | 0.83% | 14 |
|
|
2022
Q2 | $366M | Sell |
712,176
-15,671
| -2% | -$8.05M | 0.8% | 14 |
|
|
2022
Q1 | $371M | Buy |
727,847
+35,292
| +5% | +$18M | 0.7% | 21 |
|
|
2021
Q4 | $348M | Buy |
692,555
+24,958
| +4% | +$12.5M | 0.65% | 20 |
|
|
2021
Q3 | $261M | Buy |
667,597
+24,336
| +4% | +$9.51M | 0.53% | 32 |
|
|
2021
Q2 | $258M | Buy |
643,261
+36,738
| +6% | +$14.7M | 0.53% | 31 |
|
|
2021
Q1 | $226M | Buy |
606,523
+37,898
| +7% | +$14.1M | 0.51% | 35 |
|
|
2020
Q4 | $199M | Buy |
568,625
+18,495
| +3% | +$6.49M | 0.5% | 36 |
|
|
2020
Q3 | $172M | Buy |
550,130
+15,624
| +3% | +$4.87M | 0.49% | 38 |
|
|
2020
Q2 | $158M | Buy |
534,506
+3,755
| +0.7% | +$1.11M | 0.5% | 35 |
|
|
2020
Q1 | $132M | Sell |
530,751
-4,947
| -0.9% | -$1.23M | 0.58% | 34 |
|
|
2019
Q4 | $158M | Buy |
535,698
+50,149
| +10% | +$14.7M | 0.5% | 37 |
|
|
2019
Q3 | $106M | Buy |
485,549
+12,877
| +3% | +$2.8M | 0.38% | 55 |
|
|
2019
Q2 | $115M | Buy |
472,672
+25,000
| +6% | +$6.1M | 0.44% | 40 |
|
|
2019
Q1 | $111M | Buy |
447,672
+16,686
| +4% | +$4.13M | 0.46% | 36 |
|
|
2018
Q4 | $107M | Buy |
430,986
+22,637
| +6% | +$5.64M | 0.57% | 31 |
|
|
2018
Q3 | $109M | Buy |
408,349
+22,140
| +6% | +$5.89M | 0.49% | 32 |
|
|
2018
Q2 | $94.8M | Buy |
386,209
+16,120
| +4% | +$3.96M | 0.48% | 32 |
|
|
2018
Q1 | $79.2M | Buy |
370,089
+16,716
| +5% | +$3.58M | 0.45% | 34 |
|
|
2017
Q4 | $77.9M | Sell |
353,373
-12,105
| -3% | -$2.67M | 0.49% | 32 |
|
|
2017
Q3 | $71.6M | Sell |
365,478
-1,566
| -0.4% | -$307K | 0.46% | 37 |
|
|
2017
Q2 | $68.1M | Buy |
367,044
+22,428
| +7% | +$4.16M | 0.47% | 37 |
|
|
2017
Q1 | $56.5M | Buy |
344,616
+33,656
| +11% | +$5.52M | 0.43% | 41 |
|
|
2016
Q4 | $49.8M | Buy |
310,960
+106,459
| +52% | +$17M | 0.42% | 39 |
|
|
2016
Q3 | $28.6M | Buy |
204,501
+3,205
| +2% | +$449K | 0.25% | 90 |
|
|
2016
Q2 | $28.4M | Sell |
201,296
-350
| -0.2% | -$49.4K | 0.28% | 79 |
|
|
2016
Q1 | $26M | Sell |
201,646
-7,597
| -4% | -$979K | 0.3% | 75 |
|
|
2015
Q4 | $24.6M | Buy |
209,243
+42,784
| +26% | +$5.03M | 0.29% | 79 |
|
|
2015
Q3 | $19.3M | Buy |
166,459
+137,676
| +478% | +$16M | 0.32% | 69 |
|
|
2015
Q2 | $3.51M | Sell |
28,783
-25,739
| -47% | -$3.14M | 0.25% | 99 |
|
|
2015
Q1 | $6.45M | Sell |
54,522
-23
| -0% | -$2.72K | 0.31% | 80 |
|
|
2014
Q4 | $5.51M | Sell |
54,545
-315
| -0.6% | -$31.8K | 0.29% | 99 |
|
|
2014
Q3 | $4.73M | Sell |
54,860
-400
| -0.7% | -$34.5K | 0.26% | 101 |
|
|
2014
Q2 | $4.52M | Buy |
55,260
+234
| +0.4% | +$19.1K | 0.27% | 95 |
|
|
2014
Q1 | $4.51M | Buy |
55,026
+3,922
| +8% | +$322K | 0.27% | 96 |
|
|
2013
Q4 | $3.85M | Buy |
51,104
+2,386
| +5% | +$180K | 0.24% | 114 |
|
|
2013
Q3 | $3.49M | Sell |
48,718
-5,876
| -11% | -$421K | 0.23% | 116 |
|
|
2013
Q2 | $3.58M | Buy |
+54,594
| New | +$3.58M | 0.1% | 231 |
|