Richardson Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $761K | Sell |
2,333
-62
| -3% | -$20.2K | 0.51% | 52 |
|
|
2025
Q1 | $1.25M | Sell |
2,395
-9
| -0.4% | -$4.71K | 0.95% | 22 |
|
|
2024
Q4 | $1.22M | Buy |
2,404
+18
| +0.8% | +$9.14K | 0.86% | 25 |
|
|
2024
Q3 | $1.22M | Buy |
2,386
+7
| +0.3% | +$3.57K | 0.77% | 27 |
|
|
2024
Q2 | $1.21M | Sell |
2,379
-226
| -9% | -$115K | 0.87% | 22 |
|
|
2024
Q1 | $1.29M | Buy |
2,605
+246
| +10% | +$122K | 0.91% | 25 |
|
|
2023
Q4 | $1.24M | Buy |
+2,359
| New | +$1.24M | 1.09% | 15 |
|