RBA Wealth 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 | $1.03M | Sell |
3,302
-664
| -17% | -$207K | 0.38% | 57 |
|
|
2025
Q1 | $2.08M | Sell |
3,966
-242
| -6% | -$127K | 0.82% | 45 |
|
|
2024
Q4 | $2.13M | Sell |
4,208
-776
| -16% | -$393K | 0.81% | 46 |
|
|
2024
Q3 | $2.91M | Sell |
4,984
-6,957
| -58% | -$4.07M | 1.12% | 43 |
|
|
2024
Q2 | $6.08M | Buy |
11,941
+156
| +1% | +$79.4K | 2.44% | 11 |
|
|
2024
Q1 | $5.83M | Buy |
11,785
+109
| +0.9% | +$53.9K | 2.36% | 13 |
|
|
2023
Q4 | $6.15M | Sell |
11,676
-25
| -0.2% | -$13.2K | 2.68% | 7 |
|
|
2023
Q3 | $5.9M | Buy |
11,701
+77
| +0.7% | +$38.8K | 2.84% | 6 |
|
|
2023
Q2 | $5.59M | Buy |
11,624
+14
| +0.1% | +$6.73K | 2.6% | 7 |
|
|
2023
Q1 | $5.49M | Buy |
11,610
+258
| +2% | +$122K | 2.73% | 4 |
|
|
2022
Q4 | $6.02M | Sell |
11,352
-66
| -0.6% | -$35K | 3.16% | 2 |
|
|
2022
Q3 | $5.77M | Sell |
11,418
-70
| -0.6% | -$35.3K | 3.32% | 3 |
|
|
2022
Q2 | $5.9M | Buy |
11,488
+131
| +1% | +$67.3K | 3.27% | 3 |
|
|
2022
Q1 | $5.79M | Sell |
11,357
-484
| -4% | -$247K | 2.78% | 4 |
|
|
2021
Q4 | $5.95M | Buy |
+11,841
| New | +$5.95M | 2.81% | 2 |
|
|
2021
Q1 | – | Sell |
-11,652
| Closed | -$4.09M | – | 264 |
|
|
2020
Q4 | $4.09M | Sell |
11,652
-76
| -0.6% | -$26.7K | 2.46% | 6 |
|
|
2020
Q3 | $3.66M | Buy |
11,728
+164
| +1% | +$51.1K | 2.47% | 8 |
|
|
2020
Q2 | $3.41M | Buy |
11,564
+86
| +0.7% | +$25.4K | 2.48% | 7 |
|
|
2020
Q1 | $2.86M | Buy |
11,478
+376
| +3% | +$93.8K | 2.48% | 8 |
|
|
2019
Q4 | $3.26M | Buy |
11,102
+243
| +2% | +$71.3K | 2.22% | 9 |
|
|
2019
Q3 | $2.36M | Buy |
10,859
+235
| +2% | +$51.1K | 1.8% | 27 |
|
|
2019
Q2 | $2.59M | Buy |
10,624
+161
| +2% | +$39.3K | 2% | 21 |
|
|
2019
Q1 | $2.57M | Buy |
+10,463
| New | +$2.57M | 2.01% | 26 |
|