Red Tortoise LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.1K | Sell |
74
-7
| -9% | -$2.19K | 0.01% | 160 |
|
|
2025
Q1 | $42.4K | Sell |
81
-14
| -15% | -$7.33K | 0.02% | 114 |
|
|
2024
Q4 | $48K | Buy |
95
+18
| +23% | +$9.1K | 0.02% | 117 |
|
|
2024
Q3 | $44.9K | Hold |
77
| – | – | 0.02% | 121 |
|
|
2024
Q2 | $39.1K | Buy |
77
+3
| +4% | +$1.52K | 0.02% | 121 |
|
|
2024
Q1 | $36.4K | Buy |
74
+23
| +45% | +$11.3K | 0.02% | 117 |
|
|
2023
Q4 | $26.9K | Hold |
51
| – | – | 0.02% | 118 |
|
|
2023
Q3 | $25.7K | Hold |
51
| – | – | 0.02% | 120 |
|
|
2023
Q2 | $24.5K | Hold |
51
| – | – | 0.02% | 122 |
|
|
2023
Q1 | $24.1K | Sell |
51
-46
| -47% | -$21.7K | 0.02% | 129 |
|
|
2022
Q4 | $51.4K | Buy |
+97
| New | +$51.4K | 0.04% | 115 |
|
|
2021
Q4 | – | Sell |
-102
| Closed | -$51K | – | 518 |
|
|
2021
Q3 | $51K | Buy |
+102
| New | +$51K | 0.04% | 105 |
|