Richwood Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
4,365
-745
| -15% | -$232K | 1.12% | 17 |
|
|
2025
Q1 | $2.68M | Sell |
5,110
-137
| -3% | -$71.8K | 2.28% | 8 |
|
|
2024
Q4 | $2.65M | Buy |
5,247
+20
| +0.4% | +$10.1K | 2.21% | 8 |
|
|
2024
Q3 | $3.06M | Sell |
5,227
-17
| -0.3% | -$9.94K | 2.53% | 6 |
|
|
2024
Q2 | $2.67M | Sell |
5,244
-21
| -0.4% | -$10.7K | 2.34% | 7 |
|
|
2024
Q1 | $2.6M | Sell |
5,265
-40
| -0.8% | -$19.8K | 2.31% | 8 |
|
|
2023
Q4 | $2.79M | Sell |
5,305
-244
| -4% | -$128K | 2.62% | 6 |
|
|
2023
Q3 | $2.8M | Sell |
5,549
-12
| -0.2% | -$6.05K | 2.85% | 6 |
|
|
2023
Q2 | $2.67M | Buy |
5,561
+1
| +0% | +$481 | 2.61% | 6 |
|
|
2023
Q1 | $2.63M | Sell |
5,560
-100
| -2% | -$47.3K | 2.62% | 6 |
|
|
2022
Q4 | $3M | Sell |
5,660
-20
| -0.4% | -$10.6K | 3.02% | 4 |
|
|
2022
Q3 | $2.87M | Sell |
5,680
-161
| -3% | -$81.3K | 3.15% | 4 |
|
|
2022
Q2 | $3M | Buy |
5,841
+10
| +0.2% | +$5.14K | 3.03% | 4 |
|
|
2022
Q1 | $2.97M | Buy |
5,831
+340
| +6% | +$173K | 2.66% | 5 |
|
|
2021
Q4 | $2.76M | Buy |
+5,491
| New | +$2.76M | 2.41% | 5 |
|