RSWM
Robertson Stephens Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Sell |
6,204
-1,341
| -18% | -$418K | 0.06% | 191 |
|
|
2025
Q1 | $3.95M | Sell |
7,545
-377
| -5% | -$197K | 0.14% | 124 |
|
|
2024
Q4 | $4.01M | Sell |
7,922
-2,025
| -20% | -$1.02M | 0.14% | 131 |
|
|
2024
Q3 | $5.82M | Buy |
9,947
+1,398
| +16% | +$817K | 0.21% | 96 |
|
|
2024
Q2 | $4.35M | Buy |
8,549
+1,762
| +26% | +$897K | 0.22% | 86 |
|
|
2024
Q1 | $3.36M | Buy |
6,787
+955
| +16% | +$472K | 0.18% | 101 |
|
|
2023
Q4 | $3.07M | Sell |
5,832
-532
| -8% | -$280K | 0.19% | 100 |
|
|
2023
Q3 | $3.21M | Buy |
6,364
+357
| +6% | +$180K | 0.22% | 99 |
|
|
2023
Q2 | $2.89M | Buy |
6,007
+57
| +1% | +$27.4K | 0.2% | 106 |
|
|
2023
Q1 | $2.81M | Buy |
5,950
+48
| +0.8% | +$22.7K | 0.22% | 97 |
|
|
2022
Q4 | $3.13M | Sell |
5,902
-534
| -8% | -$283K | 0.3% | 77 |
|
|
2022
Q3 | $3.25M | Buy |
6,436
+424
| +7% | +$214K | 0.34% | 57 |
|
|
2022
Q2 | $3.09M | Sell |
6,012
-864
| -13% | -$444K | 0.29% | 72 |
|
|
2022
Q1 | $3.51M | Sell |
6,876
-99
| -1% | -$50.5K | 0.29% | 71 |
|
|
2021
Q4 | $3.5M | Buy |
6,975
+3,181
| +84% | +$1.6M | 0.29% | 76 |
|
|
2021
Q3 | $1.48M | Sell |
3,794
-367
| -9% | -$143K | 0.17% | 87 |
|
|
2021
Q2 | $1.67M | Buy |
4,161
+251
| +6% | +$100K | 0.2% | 84 |
|
|
2021
Q1 | $1.45M | Buy |
3,910
+1,791
| +85% | +$666K | 0.23% | 77 |
|
|
2020
Q4 | $743K | Sell |
2,119
-807
| -28% | -$283K | 0.16% | 107 |
|
|
2020
Q3 | $912K | Buy |
+2,926
| New | +$912K | 0.22% | 84 |
|