RDFA
Ritter Daniher Financial Advisory’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199K | Sell |
637
-36
| -5% | -$11.2K | 0.05% | 93 |
|
|
2025
Q1 | $352K | Sell |
673
-63
| -9% | -$33K | 0.1% | 63 |
|
|
2024
Q4 | $372K | Sell |
736
-7
| -0.9% | -$3.54K | 0.11% | 58 |
|
|
2024
Q3 | $434K | Hold |
743
| – | – | 0.13% | 54 |
|
|
2024
Q2 | $378K | Sell |
743
-54
| -7% | -$27.5K | 0.12% | 56 |
|
|
2024
Q1 | $394K | Hold |
797
| – | – | 0.13% | 55 |
|
|
2023
Q4 | $420K | Sell |
797
-19
| -2% | -$10K | 0.16% | 51 |
|
|
2023
Q3 | $411K | Buy |
816
+200
| +32% | +$101K | 0.17% | 48 |
|
|
2023
Q2 | $296K | Hold |
616
| – | – | 0.12% | 54 |
|
|
2023
Q1 | $291K | Sell |
616
-20
| -3% | -$9.45K | 0.13% | 54 |
|
|
2022
Q4 | $337K | Buy |
636
+179
| +39% | +$94.9K | 0.16% | 54 |
|
|
2022
Q3 | $231K | Buy |
457
+80
| +21% | +$40.4K | 0.17% | 62 |
|
|
2022
Q2 | $194K | Hold |
377
| – | – | 0.14% | 63 |
|
|
2022
Q1 | $192K | Hold |
377
| – | – | 0.13% | 58 |
|
|
2021
Q4 | $189K | Buy |
377
+60
| +19% | +$30.1K | 0.13% | 59 |
|
|
2021
Q3 | $124K | Hold |
317
| – | – | 0.09% | 75 |
|
|
2021
Q2 | $127K | Buy |
317
+127
| +67% | +$50.9K | 0.09% | 71 |
|
|
2021
Q1 | $71K | Hold |
190
| – | – | 0.06% | 84 |
|
|
2020
Q4 | $67K | Buy |
+190
| New | +$67K | 0.06% | 77 |
|