RBA
Richard Bernstein Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.29M | Sell |
20,160
-14
| -0.1% | -$4.37K | 0.16% | 49 |
|
|
2025
Q1 | $10.6M | Sell |
20,174
-888
| -4% | -$465K | 0.26% | 34 |
|
|
2024
Q4 | $10.7M | Hold |
21,062
| – | – | 0.24% | 41 |
|
|
2024
Q3 | $12.3M | Sell |
21,062
-1,432
| -6% | -$837K | 0.26% | 38 |
|
|
2024
Q2 | $11.5M | Buy |
22,494
+1
| +0% | +$509 | 0.25% | 42 |
|
|
2024
Q1 | $11.1M | Hold |
22,493
| – | – | 0.24% | 42 |
|
|
2023
Q4 | $11.8M | Buy |
22,493
+4,988
| +28% | +$2.63M | 0.26% | 39 |
|
|
2023
Q3 | $8.83M | Sell |
17,505
-2,385
| -12% | -$1.2M | 0.2% | 45 |
|
|
2023
Q2 | $9.56M | Hold |
19,890
| – | – | 0.2% | 38 |
|
|
2023
Q1 | $9.4M | Hold |
19,890
| – | – | 0.2% | 41 |
|
|
2022
Q4 | $10.5M | Sell |
19,890
-3,017
| -13% | -$1.6M | 0.24% | 40 |
|
|
2022
Q3 | $11.6M | Sell |
22,907
-1,448
| -6% | -$731K | 0.29% | 37 |
|
|
2022
Q2 | $12.5M | Buy |
24,355
+9
| +0% | +$4.62K | 0.27% | 39 |
|
|
2022
Q1 | $12.4M | Hold |
24,346
| – | – | 0.25% | 48 |
|
|
2021
Q4 | $12.2M | Buy |
24,346
+7,216
| +42% | +$3.62M | 0.24% | 47 |
|
|
2021
Q3 | $6.69M | Buy |
17,130
+896
| +6% | +$350K | 0.14% | 68 |
|
|
2021
Q2 | $6.5M | Hold |
16,234
| – | – | 0.13% | 64 |
|
|
2021
Q1 | $6.04M | Sell |
16,234
-14,057
| -46% | -$5.23M | 0.14% | 63 |
|
|
2020
Q4 | $10.6M | Hold |
30,291
| – | – | 0.26% | 38 |
|
|
2020
Q3 | $9.44M | Hold |
30,291
| – | – | 0.27% | 33 |
|
|
2020
Q2 | $8.93M | Sell |
30,291
-19,188
| -39% | -$5.66M | 0.28% | 32 |
|
|
2020
Q1 | $12.3M | Sell |
49,479
-3,616
| -7% | -$902K | 0.44% | 20 |
|
|
2019
Q4 | $15.6M | Hold |
53,095
| – | – | 0.5% | 20 |
|
|
2019
Q3 | $11.5M | Hold |
53,095
| – | – | 0.38% | 22 |
|
|
2019
Q2 | $13M | Hold |
53,095
| – | – | 0.43% | 22 |
|
|
2019
Q1 | $13.1M | Buy |
53,095
+14,165
| +36% | +$3.5M | 0.43% | 20 |
|
|
2018
Q4 | $9.7M | Hold |
38,930
| – | – | 0.36% | 44 |
|
|
2018
Q3 | $10.4M | Buy |
38,930
+35,992
| +1,225% | +$9.58M | 0.3% | 52 |
|
|
2018
Q2 | $721K | Buy |
2,938
+942
| +47% | +$231K | 0.02% | 291 |
|
|
2018
Q1 | $427K | Hold |
1,996
| – | – | 0.02% | 270 |
|
|
2017
Q4 | $440K | Buy |
+1,996
| New | +$440K | 0.02% | 214 |
|
|
2016
Q1 | – | Sell |
-33,643
| Closed | -$3.96M | – | 272 |
|
|
2015
Q4 | $3.96M | Hold |
33,643
| – | – | 0.51% | 75 |
|
|
2015
Q3 | $3.9M | Hold |
33,643
| – | – | 0.53% | 69 |
|
|
2015
Q2 | $4.1M | Buy |
33,643
+5,964
| +22% | +$728K | 0.5% | 81 |
|
|
2015
Q1 | $3.27M | Hold |
27,679
| – | – | 0.43% | 88 |
|
|
2014
Q4 | $2.8M | Hold |
27,679
| – | – | 0.29% | 128 |
|
|
2014
Q3 | $2.39M | Hold |
27,679
| – | – | 0.25% | 130 |
|
|
2014
Q2 | $2.26M | Hold |
27,679
| – | – | 0.27% | 132 |
|
|
2014
Q1 | $2.27M | Buy |
27,679
+3,265
| +13% | +$268K | 0.32% | 103 |
|
|
2013
Q4 | $1.84M | Hold |
24,414
| – | – | 0.37% | 91 |
|
|
2013
Q3 | $1.75M | Hold |
24,414
| – | – | 0.52% | 48 |
|
|
2013
Q2 | $1.6M | Buy |
+24,414
| New | +$1.6M | 0.53% | 50 |
|