Realta Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $693K | Buy |
2,560
+403
| +19% | +$120K | 0.24% | 98 |
|
|
2025
Q4 | $712K | Buy |
2,157
+183
| +9% | +$62K | 0.23% | 95 |
|
|
2025
Q3 | $682K | Buy |
1,974
+498
| +34% | +$151K | 0.23% | 89 |
|
|
2025
Q2 | $461K | Buy |
1,476
+335
| +29% | +$128K | 0.18% | 121 |
|
|
2025
Q1 | $598K | Sell |
1,141
-68
| -6% | -$34.8K | 0.27% | 88 |
|
|
2024
Q4 | $620K | Sell |
1,209
-256
| -17% | -$145K | 0.25% | 84 |
|
|
2024
Q3 | $887K | Sell |
1,465
-3,992
| -73% | -$2.26M | 0.41% | 58 |
|
|
2024
Q2 | $2.78M | Buy |
5,457
+37
| +0.7% | +$18.1K | 0.54% | 31 |
|
|
2024
Q1 | $2.68M | Sell |
5,420
-299
| -5% | -$152K | 0.55% | 32 |
|
|
2023
Q4 | $3.01M | Buy |
5,719
+616
| +12% | +$329K | 0.68% | 19 |
|
|
2023
Q3 | $2.45M | Sell |
5,103
-100
| -2% | -$49.2K | 0.56% | 29 |
|
|
2023
Q2 | $2.5M | Buy |
5,203
+124
| +2% | +$60.6K | 0.55% | 30 |
|
|
2023
Q1 | $2.4M | Sell |
5,079
-262
| -5% | -$126K | 0.58% | 30 |
|
|
2022
Q4 | $2.83M | Buy |
5,341
+94
| +2% | +$49.8K | 0.69% | 21 |
|
|
2022
Q3 | $2.65M | Buy |
5,247
+72
| +1% | +$37.9K | 0.69% | 21 |
|
|
2022
Q2 | $2.68M | Buy |
5,175
+129
| +3% | +$64.8K | 0.66% | 25 |
|
|
2022
Q1 | $2.57M | Sell |
5,046
-58
| -1% | -$28K | 0.51% | 34 |
|
|
2021
Q4 | $2.56M | Sell |
5,104
-123
| -2% | -$55.7K | 0.56% | 35 |
|
|
2021
Q3 | $2.04M | Buy |
5,227
+42
| +0.8% | +$17.4K | 0.48% | 46 |
|
|
2021
Q2 | $2.08M | Buy |
5,185
+216
| +4% | +$86.1K | 0.49% | 46 |
|
|
2021
Q1 | $1.85M | Buy |
4,969
+515
| +12% | +$178K | 0.49% | 47 |
|
|
2020
Q4 | $1.56M | Buy |
4,454
+145
| +3% | +$48.6K | 0.44% | 51 |
|
|
2020
Q3 | $1.34M | Buy |
4,309
+1,012
| +31% | +$311K | 0.45% | 45 |
|
|
2020
Q2 | $973K | Buy |
3,297
+669
| +25% | +$192K | 0.32% | 70 |
|
|
2020
Q1 | $655K | Sell |
2,628
-2,473
| -48% | -$681K | 0.28% | 94 |
|
|
2019
Q4 | $1.43M | Sell |
5,101
-271
| -5% | -$70.9K | 0.39% | 45 |
|
|
2019
Q3 | $1.17M | Sell |
5,372
-105
| -2% | -$25.3K | 0.32% | 57 |
|
|
2019
Q2 | $1.33M | Buy |
5,477
+1,183
| +28% | +$285K | 0.37% | 47 |
|
|
2019
Q1 | $1.06M | Buy |
+4,294
| New | +$1.1M | 0.48% | 39 |
|
Other funds holding UNH
VCM
VPM
