RFG Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.91M | Buy |
28,556
+23,293
| +443% | +$7.27M | 0.21% | 82 |
|
|
2025
Q1 | $2.76M | Buy |
5,263
+628
| +14% | +$329K | 0.07% | 199 |
|
|
2024
Q4 | $2.34M | Buy |
4,635
+150
| +3% | +$75.9K | 0.07% | 227 |
|
|
2024
Q3 | $2.62M | Sell |
4,485
-403
| -8% | -$236K | 0.08% | 195 |
|
|
2024
Q2 | $2.49M | Buy |
4,888
+233
| +5% | +$119K | 0.08% | 184 |
|
|
2024
Q1 | $2.3M | Sell |
4,655
-1,892
| -29% | -$936K | 0.08% | 198 |
|
|
2023
Q4 | $3.45M | Buy |
6,547
+23
| +0.4% | +$12.1K | 0.13% | 120 |
|
|
2023
Q3 | $3.29M | Buy |
6,524
+1,386
| +27% | +$699K | 0.15% | 112 |
|
|
2023
Q2 | $2.47M | Sell |
5,138
-25
| -0.5% | -$12K | 0.11% | 139 |
|
|
2023
Q1 | $2.44M | Sell |
5,163
-232
| -4% | -$110K | 0.12% | 133 |
|
|
2022
Q4 | $2.55M | Sell |
5,395
-1,859
| -26% | -$878K | 0.13% | 119 |
|
|
2022
Q3 | $4.01M | Buy |
7,254
+226
| +3% | +$125K | 0.23% | 90 |
|
|
2022
Q2 | $3.76M | Buy |
7,028
+2,875
| +69% | +$1.54M | 0.22% | 83 |
|
|
2022
Q1 | $2.12M | Sell |
4,153
-603
| -13% | -$308K | 0.14% | 102 |
|
|
2021
Q4 | $2.39M | Sell |
4,756
-301
| -6% | -$151K | 0.16% | 89 |
|
|
2021
Q3 | $1.98M | Sell |
5,057
-134
| -3% | -$52.4K | 0.16% | 99 |
|
|
2021
Q2 | $2.08M | Sell |
5,191
-452
| -8% | -$181K | 0.19% | 89 |
|
|
2021
Q1 | $2.1M | Buy |
5,643
+93
| +2% | +$34.6K | 0.23% | 74 |
|
|
2020
Q4 | $2.02M | Sell |
5,550
-490
| -8% | -$178K | 0.26% | 75 |
|
|
2020
Q3 | $1.88M | Buy |
6,040
+317
| +6% | +$98.8K | 0.26% | 79 |
|
|
2020
Q2 | $1.69M | Buy |
5,723
+219
| +4% | +$64.6K | 0.26% | 80 |
|
|
2020
Q1 | $1.37M | Sell |
5,504
-256
| -4% | -$63.9K | 0.26% | 83 |
|
|
2019
Q4 | $1.69M | Buy |
5,760
+1,824
| +46% | +$536K | 0.29% | 72 |
|
|
2019
Q3 | $855K | Buy |
3,936
+609
| +18% | +$132K | 0.17% | 105 |
|
|
2019
Q2 | $811K | Buy |
3,327
+2,498
| +301% | +$609K | 0.19% | 108 |
|
|
2019
Q1 | $203K | Hold |
829
| – | – | 0.05% | 258 |
|
|
2018
Q4 | $207K | Sell |
829
-397
| -32% | -$99.1K | 0.05% | 237 |
|
|
2018
Q3 | $326K | Buy |
+1,226
| New | +$326K | 0.09% | 210 |
|
|
2018
Q2 | – | Sell |
-957
| Closed | -$205K | – | 240 |
|
|
2018
Q1 | $205K | Buy |
957
+13
| +1% | +$2.79K | 0.08% | 187 |
|
|
2017
Q4 | $211K | Buy |
+944
| New | +$211K | 0.1% | 173 |
|
|
2016
Q3 | – | Sell |
-4,690
| Closed | -$662K | – | 95 |
|
|
2016
Q2 | $662K | Buy |
+4,690
| New | +$662K | 0.58% | 27 |
|