Red Cedar Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,195
| Closed | -$2.63M | – | 83 |
|
|
2024
Q4 | $2.63M | Hold |
5,195
| – | – | 0.33% | 41 |
|
|
2024
Q3 | $3.04M | Hold |
5,195
| – | – | 0.39% | 39 |
|
|
2024
Q2 | $2.65M | Hold |
5,195
| – | – | 0.36% | 39 |
|
|
2024
Q1 | $2.57M | Sell |
5,195
-1,378
| -21% | -$682K | 0.32% | 51 |
|
|
2023
Q4 | $3.46M | Buy |
6,573
+306
| +5% | +$161K | 0.5% | 34 |
|
|
2023
Q3 | $3.16M | Buy |
6,267
+58
| +0.9% | +$29.2K | 0.48% | 37 |
|
|
2023
Q2 | $2.98M | Hold |
6,209
| – | – | 0.45% | 37 |
|
|
2023
Q1 | $2.93M | Buy |
6,209
+1,180
| +23% | +$558K | 0.45% | 36 |
|
|
2022
Q4 | $2.67M | Sell |
5,029
-474
| -9% | -$251K | 0.42% | 28 |
|
|
2022
Q3 | $2.78M | Buy |
5,503
+580
| +12% | +$293K | 0.47% | 26 |
|
|
2022
Q2 | $2.53M | Hold |
4,923
| – | – | 0.41% | 28 |
|
|
2022
Q1 | $2.51M | Buy |
4,923
+658
| +15% | +$336K | 0.35% | 31 |
|
|
2021
Q4 | $2.14M | Buy |
4,265
+862
| +25% | +$433K | 0.26% | 42 |
|
|
2021
Q3 | $1.33M | Sell |
3,403
-1,610
| -32% | -$629K | 0.17% | 49 |
|
|
2021
Q2 | $2.01M | Hold |
5,013
| – | – | 0.27% | 33 |
|
|
2021
Q1 | $1.87M | Sell |
5,013
-863
| -15% | -$321K | 0.24% | 39 |
|
|
2020
Q4 | $2.06M | Hold |
5,876
| – | – | 0.31% | 32 |
|
|
2020
Q3 | $1.83M | Buy |
5,876
+1,479
| +34% | +$461K | 0.33% | 32 |
|
|
2020
Q2 | $1.3M | Buy |
+4,397
| New | +$1.3M | 0.3% | 22 |
|