RiverGlades Family Offices’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Buy |
1,800
+200
| +13% | +$62.4K | 0.37% | 46 |
|
|
2025
Q1 | $838K | Hold |
1,600
| – | – | 0.6% | 30 |
|
|
2024
Q4 | $809K | Hold |
1,600
| – | – | 0.58% | 31 |
|
|
2024
Q3 | $935K | Sell |
1,600
-200
| -11% | -$117K | 0.67% | 31 |
|
|
2024
Q2 | $917K | Hold |
1,800
| – | – | 0.71% | 30 |
|
|
2024
Q1 | $913K | Buy |
1,800
+400
| +29% | +$203K | 0.73% | 30 |
|
|
2023
Q4 | $725K | Hold |
1,400
| – | – | 0.59% | 32 |
|
|
2023
Q3 | $706K | Hold |
1,400
| – | – | 0.62% | 33 |
|
|
2023
Q2 | $673K | Hold |
1,400
| – | – | 0.6% | 34 |
|
|
2023
Q1 | $662K | Hold |
1,400
| – | – | 0.61% | 32 |
|
|
2022
Q4 | $742K | Buy |
+1,400
| New | +$742K | 0.68% | 31 |
|
|
2022
Q2 | $719K | Hold |
1,400
| – | – | 0.67% | 30 |
|
|
2022
Q1 | $714K | Hold |
1,400
| – | – | 0.54% | 37 |
|
|
2021
Q4 | $703K | Hold |
1,400
| – | – | 0.51% | 38 |
|
|
2021
Q3 | $547K | Hold |
1,400
| – | – | 0.43% | 40 |
|
|
2021
Q2 | $561K | Sell |
1,400
-80
| -5% | -$32.1K | 0.43% | 38 |
|
|
2021
Q1 | $551K | Hold |
1,480
| – | – | 0.45% | 37 |
|
|
2020
Q4 | $519K | Hold |
1,480
| – | – | 0.44% | 36 |
|
|
2020
Q3 | $461K | Hold |
1,480
| – | – | 0.44% | 38 |
|
|
2020
Q2 | $437K | Sell |
1,480
-85
| -5% | -$25.1K | 0.45% | 39 |
|
|
2020
Q1 | $390K | Buy |
1,565
+400
| +34% | +$99.7K | 0.42% | 41 |
|
|
2019
Q4 | $342K | Sell |
1,165
-650
| -36% | -$191K | 0.29% | 51 |
|
|
2019
Q3 | $394K | Buy |
+1,815
| New | +$394K | 0.35% | 44 |
|