Rice Partnership’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 |
-6,389
| Closed | -$3.23M | – | 180 |
|
|
2024
Q4 | $3.23M | Buy |
6,389
+204
| +3% | +$103K | 0.62% | 38 |
|
|
2024
Q3 | $3.62M | Buy |
6,185
+799
| +15% | +$467K | 0.73% | 37 |
|
|
2024
Q2 | $2.74M | Sell |
5,386
-150
| -3% | -$76.4K | 0.6% | 37 |
|
|
2024
Q1 | $2.74M | Sell |
5,536
-4,357
| -44% | -$2.16M | 0.65% | 37 |
|
|
2023
Q4 | $5.21M | Sell |
9,893
-1,070
| -10% | -$563K | 1.36% | 24 |
|
|
2023
Q3 | $5.53M | Buy |
10,963
+255
| +2% | +$129K | 1.56% | 21 |
|
|
2023
Q2 | $5.15M | Buy |
10,708
+197
| +2% | +$94.7K | 1.41% | 23 |
|
|
2023
Q1 | $4.97M | Buy |
10,511
+286
| +3% | +$135K | 1.49% | 23 |
|
|
2022
Q4 | $5.42M | Buy |
10,225
+1,522
| +17% | +$807K | 1.71% | 19 |
|
|
2022
Q3 | $4.4M | Buy |
8,703
+3,253
| +60% | +$1.64M | 1.41% | 25 |
|
|
2022
Q2 | $2.8M | Buy |
5,450
+4,990
| +1,085% | +$2.56M | 0.98% | 31 |
|
|
2022
Q1 | $235K | Hold |
460
| – | – | 0.07% | 91 |
|
|
2021
Q4 | $231K | Buy |
+460
| New | +$231K | 0.07% | 87 |
|