River Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Sell |
11,227
-1,305
| -10% | -$407K | 0.44% | 55 |
|
|
2025
Q1 | $6.56M | Sell |
12,532
-46
| -0.4% | -$24.1K | 0.91% | 30 |
|
|
2024
Q4 | $6.36M | Buy |
12,578
+1,105
| +10% | +$559K | 0.84% | 31 |
|
|
2024
Q3 | $6.71M | Buy |
11,473
+428
| +4% | +$250K | 0.89% | 30 |
|
|
2024
Q2 | $5.62M | Buy |
11,045
+567
| +5% | +$289K | 0.81% | 33 |
|
|
2024
Q1 | $5.18M | Buy |
10,478
+293
| +3% | +$145K | 0.75% | 34 |
|
|
2023
Q4 | $5.36M | Buy |
10,185
+335
| +3% | +$176K | 0.86% | 30 |
|
|
2023
Q3 | $4.97M | Buy |
9,850
+655
| +7% | +$330K | 0.89% | 30 |
|
|
2023
Q2 | $4.42M | Buy |
9,195
+444
| +5% | +$213K | 0.75% | 34 |
|
|
2023
Q1 | $4.14M | Buy |
8,751
+818
| +10% | +$387K | 0.75% | 32 |
|
|
2022
Q4 | $4.21M | Buy |
7,933
+1,539
| +24% | +$816K | 0.81% | 32 |
|
|
2022
Q3 | $3.23M | Buy |
6,394
+418
| +7% | +$211K | 0.7% | 44 |
|
|
2022
Q2 | $3.07M | Buy |
5,976
+290
| +5% | +$149K | 0.57% | 56 |
|
|
2022
Q1 | $2.9M | Buy |
5,686
+963
| +20% | +$491K | 0.46% | 65 |
|
|
2021
Q4 | $2.37M | Buy |
4,723
+164
| +4% | +$82.4K | 0.37% | 74 |
|
|
2021
Q3 | $1.78M | Sell |
4,559
-8
| -0.2% | -$3.13K | 0.31% | 84 |
|
|
2021
Q2 | $1.83M | Buy |
4,567
+81
| +2% | +$32.4K | 0.32% | 82 |
|
|
2021
Q1 | $1.67M | Buy |
4,486
+264
| +6% | +$98.2K | 0.31% | 83 |
|
|
2020
Q4 | $1.48M | Buy |
4,222
+55
| +1% | +$19.3K | 0.32% | 79 |
|
|
2020
Q3 | $1.3M | Buy |
4,167
+980
| +31% | +$306K | 0.34% | 79 |
|
|
2020
Q2 | $940K | Buy |
3,187
+1,330
| +72% | +$392K | 0.29% | 91 |
|
|
2020
Q1 | $463K | Buy |
1,857
+85
| +5% | +$21.2K | 0.18% | 111 |
|
|
2019
Q4 | $521K | Buy |
1,772
+249
| +16% | +$73.2K | 0.18% | 110 |
|
|
2019
Q3 | $331K | Sell |
1,523
-59
| -4% | -$12.8K | 0.13% | 135 |
|
|
2019
Q2 | $386K | Buy |
1,582
+199
| +14% | +$48.6K | 0.15% | 125 |
|
|
2019
Q1 | $342K | Sell |
1,383
-75
| -5% | -$18.5K | 0.14% | 129 |
|
|
2018
Q4 | $363K | Buy |
1,458
+3
| +0.2% | +$747 | 0.16% | 119 |
|
|
2018
Q3 | $387K | Sell |
1,455
-38
| -3% | -$10.1K | 0.14% | 127 |
|
|
2018
Q2 | $366K | Hold |
1,493
| – | – | 0.14% | 128 |
|
|
2018
Q1 | $320K | Hold |
1,493
| – | – | 0.13% | 133 |
|
|
2017
Q4 | $329K | Hold |
1,493
| – | – | 0.14% | 132 |
|
|
2017
Q3 | $292K | Sell |
1,493
-437
| -23% | -$85.5K | 0.13% | 134 |
|
|
2017
Q2 | $358K | Buy |
1,930
+85
| +5% | +$15.8K | 0.17% | 129 |
|
|
2017
Q1 | $303K | Buy |
1,845
+170
| +10% | +$27.9K | 0.15% | 132 |
|
|
2016
Q4 | $268K | Sell |
1,675
-85
| -5% | -$13.6K | 0.14% | 136 |
|
|
2016
Q3 | $246K | Buy |
1,760
+70
| +4% | +$9.78K | 0.14% | 136 |
|
|
2016
Q2 | $239K | Hold |
1,690
| – | – | 0.14% | 139 |
|
|
2016
Q1 | $218K | Buy |
+1,690
| New | +$218K | 0.13% | 141 |
|