Ridgecrest Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
707
-274
| -28% | -$85.5K | 0.12% | 103 |
|
|
2025
Q1 | $514K | Sell |
981
-71
| -7% | -$37.2K | 0.27% | 61 |
|
|
2024
Q4 | $532K | Hold |
1,052
| – | – | 0.29% | 57 |
|
|
2024
Q3 | $615K | Buy |
1,052
+173
| +20% | +$101K | 0.32% | 55 |
|
|
2024
Q2 | $448K | Sell |
879
-4
| -0.5% | -$2.04K | 0.27% | 63 |
|
|
2024
Q1 | $437K | Buy |
883
+1
| +0.1% | +$495 | 0.26% | 65 |
|
|
2023
Q4 | $464K | Sell |
882
-9
| -1% | -$4.74K | 0.31% | 58 |
|
|
2023
Q3 | $449K | Sell |
891
-17
| -2% | -$8.57K | 0.32% | 58 |
|
|
2023
Q2 | $437K | Buy |
908
+72
| +9% | +$34.6K | 0.29% | 59 |
|
|
2023
Q1 | $395K | Buy |
836
+120
| +17% | +$56.7K | 0.28% | 60 |
|
|
2022
Q4 | $380K | Hold |
716
| – | – | 0.29% | 63 |
|
|
2022
Q3 | $362K | Sell |
716
-4
| -0.6% | -$2.02K | 0.3% | 63 |
|
|
2022
Q2 | $370K | Sell |
720
-25
| -3% | -$12.8K | 0.27% | 65 |
|
|
2022
Q1 | $380K | Sell |
745
-16
| -2% | -$8.16K | 0.24% | 73 |
|
|
2021
Q4 | $382K | Sell |
761
-22
| -3% | -$11K | 0.19% | 87 |
|
|
2021
Q3 | $306K | Sell |
783
-47
| -6% | -$18.4K | 0.17% | 91 |
|
|
2021
Q2 | $332K | Buy |
830
+24
| +3% | +$9.6K | 0.21% | 83 |
|
|
2021
Q1 | $300K | Buy |
+806
| New | +$300K | 0.29% | 66 |
|