RA
Rise Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
650
-78
| -11% | -$24.3K | 0.08% | 95 |
|
|
2025
Q1 | $381K | Buy |
728
+90
| +14% | +$47.1K | 0.17% | 57 |
|
|
2024
Q4 | $323K | Sell |
638
-1
| -0.2% | -$506 | 0.16% | 62 |
|
|
2024
Q3 | $374K | Sell |
639
-58
| -8% | -$33.9K | 0.18% | 58 |
|
|
2024
Q2 | $355K | Buy |
697
+3
| +0.4% | +$1.53K | 0.19% | 57 |
|
|
2024
Q1 | $344K | Buy |
694
+481
| +226% | +$238K | 0.18% | 57 |
|
|
2023
Q4 | $112K | Buy |
213
+163
| +326% | +$85.8K | 0.08% | 97 |
|
|
2023
Q3 | $25.3K | Sell |
50
-6
| -11% | -$3.04K | 0.02% | 205 |
|
|
2023
Q2 | $27K | Sell |
56
-20
| -26% | -$9.65K | 0.02% | 207 |
|
|
2023
Q1 | $35.9K | Buy |
76
+4
| +6% | +$1.89K | 0.03% | 185 |
|
|
2022
Q4 | $38.1K | Hold |
72
| – | – | 0.03% | 175 |
|
|
2022
Q3 | $36K | Hold |
72
| – | – | 0.03% | 187 |
|
|
2022
Q2 | $37K | Sell |
72
-4
| -5% | -$2.06K | 0.04% | 169 |
|
|
2022
Q1 | $39K | Hold |
76
| – | – | 0.04% | 171 |
|
|
2021
Q4 | $38K | Buy |
+76
| New | +$38K | 0.04% | 178 |
|