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Revolve Wealth Partners’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.07M Sell
3,431
-403
-11% -$126K 0.14% 78
2025
Q1
$2.01M Sell
3,834
-185
-5% -$96.9K 0.29% 52
2024
Q4
$2.03M Sell
4,019
-176
-4% -$89K 0.29% 52
2024
Q3
$2.45M Buy
4,195
+242
+6% +$141K 0.37% 40
2024
Q2
$2.01M Sell
3,953
-128
-3% -$65.2K 0.33% 50
2024
Q1
$2.02M Sell
4,081
-52
-1% -$25.7K 0.34% 51
2023
Q4
$2.18M Sell
4,133
-553
-12% -$291K 0.42% 41
2023
Q3
$2.36M Sell
4,686
-26
-0.6% -$13.1K 0.54% 34
2023
Q2
$2.26M Buy
4,712
+160
+4% +$76.9K 0.53% 36
2023
Q1
$2.15M Sell
4,552
-111
-2% -$52.5K 0.55% 38
2022
Q4
$2.47M Buy
4,663
+142
+3% +$75.3K 0.71% 30
2022
Q3
$2.28M Buy
4,521
+42
+0.9% +$21.2K 0.76% 26
2022
Q2
$2.3M Buy
4,479
+136
+3% +$69.8K 0.76% 27
2022
Q1
$2.22M Buy
4,343
+55
+1% +$28.1K 0.64% 33
2021
Q4
$2.15M Buy
+4,288
New +$2.15M 0.62% 35