RJT
Raymond James Trust’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $42.3M | Buy |
72,401
+2,475
| +4% | +$1.45M | 0.92% | 19 |
|
|
2024
Q2 | $35.6M | Buy |
69,926
+3,805
| +6% | +$1.94M | 0.84% | 23 |
|
|
2024
Q1 | $32.7M | Sell |
66,121
-1,432
| -2% | -$708K | 0.79% | 25 |
|
|
2023
Q4 | $35.6M | Buy |
67,553
+970
| +1% | +$511K | 0.94% | 14 |
|
|
2023
Q3 | $33.6M | Buy |
66,583
+314
| +0.5% | +$158K | 1% | 13 |
|
|
2023
Q2 | $31.9M | Sell |
66,269
-566
| -0.8% | -$272K | 0.92% | 17 |
|
|
2023
Q1 | $31.6M | Buy |
66,835
+748
| +1% | +$353K | 1% | 13 |
|
|
2022
Q4 | $35M | Sell |
66,087
-399
| -0.6% | -$212K | 1.18% | 8 |
|
|
2022
Q3 | $33.6M | Buy |
66,486
+1,381
| +2% | +$697K | 1.25% | 8 |
|
|
2022
Q2 | $33.4M | Sell |
65,105
-3,499
| -5% | -$1.8M | 1.2% | 9 |
|
|
2022
Q1 | $35M | Buy |
68,604
+1,410
| +2% | +$719K | 1.08% | 13 |
|
|
2021
Q4 | $33.7M | Sell |
67,194
-860
| -1% | -$432K | 1% | 16 |
|
|
2021
Q3 | $26.6M | Buy |
68,054
+1,485
| +2% | +$580K | 0.89% | 17 |
|
|
2021
Q2 | $26.7M | Sell |
66,569
-186
| -0.3% | -$74.5K | 0.89% | 18 |
|
|
2021
Q1 | $24.8M | Buy |
66,755
+4,074
| +6% | +$1.52M | 0.87% | 24 |
|
|
2020
Q4 | $22M | Buy |
62,681
+145
| +0.2% | +$50.8K | 0.84% | 24 |
|
|
2020
Q3 | $19.5M | Buy |
62,536
+2,800
| +5% | +$873K | 0.84% | 26 |
|
|
2020
Q2 | $17.6M | Buy |
59,736
+1,075
| +2% | +$317K | 0.85% | 21 |
|
|
2020
Q1 | $14.6M | Buy |
58,661
+788
| +1% | +$197K | 0.87% | 23 |
|
|
2019
Q4 | $17M | Sell |
57,873
-73
| -0.1% | -$21.5K | 0.81% | 23 |
|
|
2019
Q3 | $12.6M | Buy |
57,946
+3,700
| +7% | +$804K | 0.65% | 34 |
|
|
2019
Q2 | $13.2M | Buy |
54,246
+2,447
| +5% | +$597K | 0.73% | 28 |
|
|
2019
Q1 | $12.8M | Buy |
51,799
+435
| +0.8% | +$108K | 0.74% | 27 |
|
|
2018
Q4 | $12.8M | Sell |
51,364
-3,585
| -7% | -$893K | 0.82% | 23 |
|
|
2018
Q3 | $14.6M | Buy |
54,949
+956
| +2% | +$254K | 0.82% | 25 |
|
|
2018
Q2 | $13.2M | Sell |
53,993
-1,125
| -2% | -$276K | 0.81% | 25 |
|
|
2018
Q1 | $11.8M | Sell |
55,118
-1,666
| -3% | -$357K | 0.81% | 24 |
|
|
2017
Q4 | $12.5M | Buy |
56,784
+467
| +0.8% | +$103K | 0.84% | 22 |
|
|
2017
Q3 | $11M | Buy |
56,317
+566
| +1% | +$111K | 0.79% | 24 |
|
|
2017
Q2 | $10.3M | Sell |
55,751
-58
| -0.1% | -$10.8K | 0.77% | 26 |
|
|
2017
Q1 | $9.15M | Buy |
55,809
+456
| +0.8% | +$74.8K | 0.7% | 33 |
|
|
2016
Q4 | $8.86M | Sell |
55,353
-899
| -2% | -$144K | 0.71% | 31 |
|
|
2016
Q3 | $7.88M | Sell |
56,252
-402
| -0.7% | -$56.3K | 0.68% | 35 |
|
|
2016
Q2 | $8M | Sell |
56,654
-748
| -1% | -$106K | 0.7% | 33 |
|
|
2016
Q1 | $7.4M | Sell |
57,402
-1,283
| -2% | -$165K | 0.69% | 33 |
|
|
2015
Q4 | $6.9M | Buy |
58,685
+1,068
| +2% | +$126K | 0.64% | 39 |
|
|
2015
Q3 | $6.68M | Buy |
57,617
+1,676
| +3% | +$194K | 0.75% | 32 |
|
|
2015
Q2 | $6.83M | Buy |
55,941
+419
| +0.8% | +$51.1K | 0.72% | 34 |
|
|
2015
Q1 | $6.57M | Sell |
55,522
-935
| -2% | -$111K | 0.7% | 34 |
|
|
2014
Q4 | $5.71M | Buy |
56,457
+184
| +0.3% | +$18.6K | 0.61% | 43 |
|
|
2014
Q3 | $4.85M | Buy |
56,273
+102
| +0.2% | +$8.8K | 0.56% | 49 |
|
|
2014
Q2 | $4.59M | Sell |
56,171
-413
| -0.7% | -$33.8K | 0.53% | 50 |
|
|
2014
Q1 | $4.64M | Buy |
56,584
+1,753
| +3% | +$144K | 0.57% | 48 |
|
|
2013
Q4 | $4.13M | Buy |
54,831
+25,991
| +90% | +$1.96M | 0.54% | 48 |
|
|
2013
Q3 | $2.07M | Buy |
28,840
+1,576
| +6% | +$113K | 0.32% | 77 |
|
|
2013
Q2 | $1.79M | Buy |
+27,264
| New | +$1.79M | 0.29% | 85 |
|