RWM
Ritholtz Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Sell |
14,010
-4,396
| -24% | -$1.37M | 0.1% | 129 |
|
|
2025
Q1 | $9.64M | Buy |
18,406
+1,772
| +11% | +$928K | 0.29% | 46 |
|
|
2024
Q4 | $8.41M | Sell |
16,634
-1,757
| -10% | -$889K | 0.25% | 47 |
|
|
2024
Q3 | $10.8M | Buy |
18,391
+5,339
| +41% | +$3.12M | 0.32% | 41 |
|
|
2024
Q2 | $6.65M | Sell |
13,052
-2,859
| -18% | -$1.46M | 0.22% | 59 |
|
|
2024
Q1 | $7.87M | Sell |
15,911
-955
| -6% | -$472K | 0.27% | 45 |
|
|
2023
Q4 | $8.88M | Buy |
16,866
+2,744
| +19% | +$1.44M | 0.34% | 36 |
|
|
2023
Q3 | $7.12M | Sell |
14,122
-2,244
| -14% | -$1.13M | 0.32% | 43 |
|
|
2023
Q2 | $7.87M | Buy |
16,366
+7,048
| +76% | +$3.39M | 0.35% | 37 |
|
|
2023
Q1 | $4.4M | Sell |
9,318
-7,724
| -45% | -$3.65M | 0.22% | 61 |
|
|
2022
Q4 | $9.04M | Sell |
17,042
-2,778
| -14% | -$1.47M | 0.5% | 30 |
|
|
2022
Q3 | $10M | Buy |
19,820
+10,159
| +105% | +$5.13M | 0.53% | 23 |
|
|
2022
Q2 | $4.96M | Buy |
9,661
+692
| +8% | +$355K | 0.31% | 33 |
|
|
2022
Q1 | $4.57M | Buy |
8,969
+1,132
| +14% | +$577K | 0.31% | 37 |
|
|
2021
Q4 | $3.94M | Buy |
7,837
+308
| +4% | +$155K | 0.24% | 42 |
|
|
2021
Q3 | $2.94M | Buy |
7,529
+108
| +1% | +$42.2K | 0.2% | 49 |
|
|
2021
Q2 | $2.97M | Buy |
7,421
+1,037
| +16% | +$415K | 0.21% | 48 |
|
|
2021
Q1 | $2.38M | Sell |
6,384
-372
| -6% | -$138K | 0.2% | 53 |
|
|
2020
Q4 | $2.37M | Buy |
6,756
+3,922
| +138% | +$1.38M | 0.23% | 47 |
|
|
2020
Q3 | $884K | Buy |
2,834
+808
| +40% | +$252K | 0.1% | 85 |
|
|
2020
Q2 | $597K | Buy |
2,026
+386
| +24% | +$114K | 0.08% | 98 |
|
|
2020
Q1 | $409K | Buy |
1,640
+360
| +28% | +$89.8K | 0.07% | 84 |
|
|
2019
Q4 | $376K | Buy |
1,280
+364
| +40% | +$107K | 0.05% | 101 |
|
|
2019
Q3 | $199K | Buy |
916
+30
| +3% | +$6.52K | 0.03% | 126 |
|
|
2019
Q2 | $216K | Buy |
+886
| New | +$216K | 0.04% | 118 |
|