RMR Wealth Builders’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Sell |
1,005
-92
| -8% | -$28.7K | 0.03% | 219 |
|
|
2025
Q1 | $574K | Sell |
1,097
-2,937
| -73% | -$1.54M | 0.06% | 141 |
|
|
2024
Q4 | $2.04M | Buy |
4,034
+647
| +19% | +$327K | 0.21% | 62 |
|
|
2024
Q3 | $1.98M | Sell |
3,387
-144
| -4% | -$84.2K | 0.21% | 60 |
|
|
2024
Q2 | $1.8M | Buy |
3,531
+37
| +1% | +$18.8K | 0.21% | 62 |
|
|
2024
Q1 | $1.73M | Buy |
3,494
+812
| +30% | +$402K | 0.21% | 60 |
|
|
2023
Q4 | $1.41M | Buy |
2,682
+370
| +16% | +$195K | 0.2% | 60 |
|
|
2023
Q3 | $1.17M | Buy |
2,312
+1,193
| +107% | +$602K | 0.19% | 64 |
|
|
2023
Q2 | $538K | Sell |
1,119
-5
| -0.4% | -$2.4K | 0.09% | 106 |
|
|
2023
Q1 | $531K | Buy |
1,124
+481
| +75% | +$227K | 0.1% | 103 |
|
|
2022
Q4 | $341K | Sell |
643
-31
| -5% | -$16.4K | 0.08% | 129 |
|
|
2022
Q3 | $340K | Buy |
674
+60
| +10% | +$30.3K | 0.08% | 128 |
|
|
2022
Q2 | $315K | Buy |
614
+64
| +12% | +$32.8K | 0.08% | 137 |
|
|
2022
Q1 | $281K | Buy |
+550
| New | +$281K | 0.06% | 164 |
|
|
2021
Q2 | – | Sell |
-479
| Closed | -$178K | – | 673 |
|
|
2021
Q1 | $178K | Buy |
479
+281
| +142% | +$104K | 0.05% | 203 |
|
|
2020
Q4 | $69K | Buy |
+198
| New | +$69K | 0.03% | 233 |
|
|
2019
Q4 | $29K | Buy |
+100
| New | +$29K | 0.03% | 280 |
|