RB 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
Q2 | $1.43M | Sell |
4,584
-798
| -15% | -$249K | 0.32% | 67 |
|
2025
Q1 | $2.82M | Sell |
5,382
-33
| -0.6% | -$17.3K | 0.65% | 37 |
|
2024
Q4 | $2.74M | Buy |
5,415
+34
| +0.6% | +$17.2K | 0.62% | 38 |
|
2024
Q3 | $3.15M | Buy |
5,381
+22
| +0.4% | +$12.9K | 0.73% | 34 |
|
2024
Q2 | $2.73M | Buy |
5,359
+67
| +1% | +$34.1K | 0.67% | 36 |
|
2024
Q1 | $2.62M | Buy |
5,292
+206
| +4% | +$102K | 0.69% | 35 |
|
2023
Q4 | $2.68M | Buy |
5,086
+27
| +0.5% | +$14.2K | 0.77% | 35 |
|
2023
Q3 | $2.55M | Buy |
5,059
+53
| +1% | +$26.7K | 0.79% | 33 |
|
2023
Q2 | $2.41M | Buy |
5,006
+42
| +0.8% | +$20.2K | 0.72% | 34 |
|
2023
Q1 | $2.35M | Buy |
4,964
+298
| +6% | +$141K | 0.74% | 31 |
|
2022
Q4 | $2.47M | Buy |
4,666
+49
| +1% | +$26K | 0.87% | 29 |
|
2022
Q3 | $2.33M | Buy |
4,617
+414
| +10% | +$209K | 0.89% | 25 |
|
2022
Q2 | $2.16M | Buy |
4,203
+239
| +6% | +$123K | 0.8% | 31 |
|
2022
Q1 | $2.02M | Buy |
3,964
+252
| +7% | +$129K | 0.65% | 36 |
|
2021
Q4 | $1.86M | Buy |
3,712
+249
| +7% | +$125K | 0.58% | 39 |
|
2021
Q3 | $1.35M | Buy |
3,463
+145
| +4% | +$56.7K | 0.51% | 43 |
|
2021
Q2 | $1.33M | Buy |
3,318
+200
| +6% | +$80.1K | 0.5% | 42 |
|
2021
Q1 | $1.16M | Buy |
3,118
+205
| +7% | +$76.3K | 0.51% | 46 |
|
2020
Q4 | $1.02M | Buy |
2,913
+237
| +9% | +$83.1K | 0.47% | 48 |
|
2020
Q3 | $851K | Sell |
2,676
-34
| -1% | -$10.8K | 0.4% | 53 |
|
2020
Q2 | $799K | Buy |
2,710
+53
| +2% | +$15.6K | 0.42% | 55 |
|
2020
Q1 | $639K | Buy |
2,657
+293
| +12% | +$70.5K | 0.41% | 59 |
|
2019
Q4 | $685K | Buy |
2,364
+94
| +4% | +$27.2K | 0.39% | 62 |
|
2019
Q3 | $502K | Buy |
2,270
+40
| +2% | +$8.85K | 0.32% | 74 |
|
2019
Q2 | $544K | Buy |
2,230
+9
| +0.4% | +$2.2K | 0.4% | 66 |
|
2019
Q1 | $549K | Buy |
2,221
+153
| +7% | +$37.8K | 0.45% | 59 |
|
2018
Q4 | $515K | Buy |
2,068
+73
| +4% | +$18.2K | 0.52% | 52 |
|
2018
Q3 | $531K | Buy |
1,995
+23
| +1% | +$6.12K | 0.47% | 56 |
|
2018
Q2 | $484K | Buy |
1,972
+146
| +8% | +$35.8K | 0.36% | 68 |
|
2018
Q1 | $391K | Buy |
1,826
+6
| +0.3% | +$1.29K | 0.31% | 78 |
|
2017
Q4 | $401K | Buy |
1,820
+5
| +0.3% | +$1.1K | 0.29% | 75 |
|
2017
Q3 | $355 | Buy |
1,815
+83
| +5% | +$16 | ﹤0.01% | 83 |
|
2017
Q2 | $321K | Buy |
1,732
+7
| +0.4% | +$1.3K | 0.28% | 83 |
|
2017
Q1 | $283K | Buy |
1,725
+36
| +2% | +$5.91K | 0.27% | 86 |
|
2016
Q4 | $270K | Buy |
+1,689
| New | +$270K | 0.27% | 85 |
|