RMR Wealth Builders’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $212K | Sell |
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|
2025
Q4 | $329K | Sell |
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|
2025
Q3 | $381K | Buy |
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|
2025
Q2 | $314K | Sell |
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|
2025
Q1 | $574K | Sell |
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|
2024
Q4 | $2.04M | Buy |
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|
2024
Q3 | $1.98M | Sell |
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|
2024
Q2 | $1.8M | Buy |
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|
2024
Q1 | $1.73M | Buy |
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|
2023
Q4 | $1.41M | Buy |
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|
2023
Q3 | $1.17M | Buy |
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|
2023
Q2 | $538K | Sell |
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|
2023
Q1 | $531K | Buy |
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|
2022
Q4 | $341K | Sell |
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|
2022
Q3 | $340K | Buy |
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|
2022
Q2 | $315K | Buy |
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|
2022
Q1 | $281K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $178K | Buy |
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|
2020
Q4 | $69K | Buy |
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|
2019
Q4 | $29K | Buy |
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