RFN
RDA Financial Network’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
10,108
+826
| +9% | +$258K | 0.85% | 24 |
|
|
2025
Q1 | $4.86M | Buy |
9,282
+304
| +3% | +$159K | 1.45% | 13 |
|
|
2024
Q4 | $4.54M | Buy |
8,978
+356
| +4% | +$180K | 1.32% | 11 |
|
|
2024
Q3 | $5.04M | Sell |
8,622
-244
| -3% | -$143K | 1.56% | 12 |
|
|
2024
Q2 | $4.52M | Buy |
8,866
+363
| +4% | +$185K | 1.48% | 14 |
|
|
2024
Q1 | $4.21M | Buy |
8,503
+778
| +10% | +$385K | 1.44% | 14 |
|
|
2023
Q4 | $4.07M | Buy |
7,725
+1,721
| +29% | +$906K | 1.54% | 14 |
|
|
2023
Q3 | $3.03M | Buy |
6,004
+245
| +4% | +$124K | 1.31% | 17 |
|
|
2023
Q2 | $2.77M | Sell |
5,759
-1,785
| -24% | -$858K | 1.16% | 23 |
|
|
2023
Q1 | $3.57M | Buy |
7,544
+276
| +4% | +$130K | 1.63% | 10 |
|
|
2022
Q4 | $3.85M | Sell |
7,268
-2,239
| -24% | -$1.19M | 1.94% | 8 |
|
|
2022
Q3 | $4.8M | Buy |
9,507
+590
| +7% | +$298K | 2.62% | 5 |
|
|
2022
Q2 | $4.58M | Buy |
8,917
+31
| +0.3% | +$15.9K | 2.31% | 6 |
|
|
2022
Q1 | $4.53M | Buy |
8,886
+759
| +9% | +$387K | 1.91% | 7 |
|
|
2021
Q4 | $4.08M | Buy |
8,127
+290
| +4% | +$146K | 1.67% | 9 |
|
|
2021
Q3 | $3.06M | Buy |
7,837
+256
| +3% | +$100K | 1.35% | 17 |
|
|
2021
Q2 | $3.04M | Buy |
7,581
+190
| +3% | +$76.1K | 1.34% | 18 |
|
|
2021
Q1 | $2.75M | Buy |
7,391
+331
| +5% | +$123K | 1.18% | 21 |
|
|
2020
Q4 | $2.48M | Buy |
7,060
+407
| +6% | +$143K | 1.12% | 21 |
|
|
2020
Q3 | $2.07M | Buy |
6,653
+524
| +9% | +$163K | 0.94% | 27 |
|
|
2020
Q2 | $1.81M | Buy |
6,129
+297
| +5% | +$87.6K | 0.9% | 29 |
|
|
2020
Q1 | $1.45M | Sell |
5,832
-1,569
| -21% | -$391K | 0.88% | 28 |
|
|
2019
Q4 | $2.09M | Buy |
7,401
+51
| +0.7% | +$14.4K | 0.85% | 20 |
|
|
2019
Q3 | $2.02M | Sell |
7,350
-17
| -0.2% | -$4.66K | 0.86% | 23 |
|
|
2019
Q2 | $1.83M | Buy |
7,367
+518
| +8% | +$128K | 0.82% | 24 |
|
|
2019
Q1 | $1.58M | Buy |
+6,849
| New | +$1.58M | 0.74% | 27 |
|