RDWM
Red Door Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.32M | Buy |
23,475
+4,007
| +21% | +$1.25M | 0.87% | 34 |
|
|
2025
Q1 | $10.2M | Buy |
19,468
+1,496
| +8% | +$784K | 1.51% | 17 |
|
|
2024
Q4 | $9.09M | Buy |
17,972
+1,149
| +7% | +$581K | 1.39% | 19 |
|
|
2024
Q3 | $9.84M | Buy |
16,823
+680
| +4% | +$398K | 1.64% | 15 |
|
|
2024
Q2 | $8.22M | Buy |
16,143
+1,064
| +7% | +$542K | 1.45% | 20 |
|
|
2024
Q1 | $7.46M | Buy |
15,079
+302
| +2% | +$149K | 1.44% | 21 |
|
|
2023
Q4 | $7.78M | Buy |
14,777
+615
| +4% | +$324K | 1.69% | 14 |
|
|
2023
Q3 | $7.14M | Sell |
14,162
-869
| -6% | -$438K | 1.78% | 14 |
|
|
2023
Q2 | $7.22M | Buy |
15,031
+2,628
| +21% | +$1.26M | 1.6% | 16 |
|
|
2023
Q1 | $5.86M | Buy |
12,403
+250
| +2% | +$118K | 1.84% | 12 |
|
|
2022
Q4 | $6.44M | Buy |
12,153
+361
| +3% | +$191K | 2.12% | 9 |
|
|
2022
Q3 | $5.96M | Buy |
11,792
+343
| +3% | +$173K | 2.26% | 9 |
|
|
2022
Q2 | $5.88M | Buy |
11,449
+991
| +9% | +$509K | 2.18% | 10 |
|
|
2022
Q1 | $5.33M | Buy |
10,458
+278
| +3% | +$142K | 1.79% | 13 |
|
|
2021
Q4 | $5.11M | Buy |
10,180
+656
| +7% | +$329K | 1.68% | 12 |
|
|
2021
Q3 | $3.72M | Buy |
9,524
+587
| +7% | +$229K | 1.42% | 19 |
|
|
2021
Q2 | $3.58M | Buy |
8,937
+1,468
| +20% | +$588K | 1.39% | 16 |
|
|
2021
Q1 | $2.79M | Buy |
7,469
+755
| +11% | +$282K | 1.42% | 21 |
|
|
2020
Q4 | $2.36M | Buy |
6,714
+317
| +5% | +$111K | 1.39% | 24 |
|
|
2020
Q3 | $2M | Buy |
6,397
+67
| +1% | +$20.9K | 1.47% | 22 |
|
|
2020
Q2 | $1.87M | Buy |
6,330
+452
| +8% | +$133K | 1.37% | 21 |
|
|
2020
Q1 | $1.47M | Buy |
5,878
+971
| +20% | +$242K | 1.39% | 19 |
|
|
2019
Q4 | $1.41M | Buy |
+4,907
| New | +$1.41M | 1.26% | 26 |
|