Ridgewood Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Buy |
511
+390
| +322% | +$122K | 0.07% | 208 |
|
|
2025
Q1 | $63.1K | Hold |
121
| – | – | 0.03% | 287 |
|
|
2024
Q4 | $61K | Hold |
121
| – | – | 0.03% | 280 |
|
|
2024
Q3 | $70.5K | Sell |
121
-4
| -3% | -$2.33K | 0.04% | 267 |
|
|
2024
Q2 | $63.8K | Buy |
+125
| New | +$63.8K | 0.03% | 289 |
|
|
2023
Q3 | – | Sell |
-172
| Closed | -$82.8K | – | 725 |
|
|
2023
Q2 | $82.8K | Buy |
172
+28
| +19% | +$13.5K | 0.05% | 258 |
|
|
2023
Q1 | $68.2K | Buy |
+144
| New | +$68.2K | 0.04% | 295 |
|