RKL Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $874K | Sell |
2,803
-470
| -14% | -$147K | 0.08% | 100 |
|
|
2025
Q1 | $1.71M | Sell |
3,273
-253
| -7% | -$133K | 0.16% | 73 |
|
|
2024
Q4 | $1.78M | Buy |
3,526
+1,060
| +43% | +$536K | 0.16% | 75 |
|
|
2024
Q3 | $1.44M | Buy |
2,466
+116
| +5% | +$67.8K | 0.13% | 72 |
|
|
2024
Q2 | $1.2M | Buy |
2,350
+60
| +3% | +$30.6K | 0.12% | 76 |
|
|
2024
Q1 | $1.13M | Buy |
2,290
+208
| +10% | +$103K | 0.11% | 77 |
|
|
2023
Q4 | $1.1M | Buy |
2,082
+14
| +0.7% | +$7.37K | 0.12% | 81 |
|
|
2023
Q3 | $1.04M | Buy |
2,068
+16
| +0.8% | +$8.07K | 0.13% | 73 |
|
|
2023
Q2 | $986K | Sell |
2,052
-294
| -13% | -$141K | 0.12% | 80 |
|
|
2023
Q1 | $1.11M | Sell |
2,346
-90
| -4% | -$42.5K | 0.14% | 75 |
|
|
2022
Q4 | $1.29M | Buy |
2,436
+1
| +0% | +$530 | 0.17% | 70 |
|
|
2022
Q3 | $1.23M | Sell |
2,435
-5
| -0.2% | -$2.53K | 0.18% | 69 |
|
|
2022
Q2 | $1.25M | Sell |
2,440
-32
| -1% | -$16.4K | 0.17% | 70 |
|
|
2022
Q1 | $1.26M | Sell |
2,472
-52
| -2% | -$26.5K | 0.15% | 77 |
|
|
2021
Q4 | $1.27M | Sell |
2,524
-277
| -10% | -$139K | 0.15% | 74 |
|
|
2021
Q3 | $1.1M | Sell |
2,801
-157
| -5% | -$61.4K | 0.14% | 76 |
|
|
2021
Q2 | $1.19M | Sell |
2,958
-209
| -7% | -$83.7K | 0.15% | 75 |
|
|
2021
Q1 | $1.18M | Sell |
3,167
-209
| -6% | -$77.8K | 0.16% | 73 |
|
|
2020
Q4 | $1.18M | Buy |
3,376
+36
| +1% | +$12.6K | 0.17% | 69 |
|
|
2020
Q3 | $1.04M | Buy |
3,340
+68
| +2% | +$21.2K | 0.17% | 70 |
|
|
2020
Q2 | $965K | Sell |
3,272
-49
| -1% | -$14.5K | 0.17% | 69 |
|
|
2020
Q1 | $828K | Sell |
3,321
-74
| -2% | -$18.5K | 0.17% | 69 |
|
|
2019
Q4 | $998K | Sell |
3,395
-30
| -0.9% | -$8.82K | 0.18% | 77 |
|
|
2019
Q3 | $746K | Sell |
3,425
-50
| -1% | -$10.9K | 0.14% | 83 |
|
|
2019
Q2 | $849K | Sell |
3,475
-509
| -13% | -$124K | 0.16% | 80 |
|
|
2019
Q1 | $982K | Sell |
3,984
-50
| -1% | -$12.3K | 0.19% | 77 |
|
|
2018
Q4 | $1M | Sell |
4,034
-569
| -12% | -$141K | 0.23% | 70 |
|
|
2018
Q3 | $1.23M | Sell |
4,603
-438
| -9% | -$117K | 0.26% | 71 |
|
|
2018
Q2 | $1.24M | Sell |
5,041
-266
| -5% | -$65.5K | 0.28% | 70 |
|
|
2018
Q1 | $1.14M | Sell |
5,307
-586
| -10% | -$125K | 0.27% | 73 |
|
|
2017
Q4 | $1.3M | Sell |
5,893
-1,064
| -15% | -$235K | 0.32% | 64 |
|
|
2017
Q3 | $1.37M | Buy |
6,957
+630
| +10% | +$124K | 0.39% | 56 |
|
|
2017
Q2 | $1.17M | Sell |
6,327
-576
| -8% | -$106K | 0.37% | 60 |
|
|
2017
Q1 | $1.13M | Sell |
6,903
-1,905
| -22% | -$312K | 0.46% | 49 |
|
|
2016
Q4 | $1.41M | Buy |
8,808
+426
| +5% | +$68.2K | 0.68% | 39 |
|
|
2016
Q3 | $1.17M | Buy |
8,382
+1,366
| +19% | +$191K | 0.59% | 42 |
|
|
2016
Q2 | $977K | Buy |
7,016
+2,420
| +53% | +$337K | 0.51% | 45 |
|
|
2016
Q1 | $592K | Buy |
+4,596
| New | +$592K | 0.34% | 43 |
|