Roble Belko & Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $46K | Hold |
146
| – | – | 0.01% | 182 |
|
2025
Q1 | $76K | Hold |
146
| – | – | 0.01% | 146 |
|
2024
Q4 | $74K | Hold |
146
| – | – | 0.01% | 152 |
|
2024
Q3 | $85K | Hold |
146
| – | – | 0.01% | 142 |
|
2024
Q2 | $74K | Hold |
146
| – | – | 0.01% | 152 |
|
2024
Q1 | $72K | Hold |
146
| – | – | 0.01% | 157 |
|
2023
Q4 | $77K | Hold |
146
| – | – | 0.01% | 139 |
|
2023
Q3 | $74K | Hold |
146
| – | – | 0.02% | 132 |
|
2023
Q2 | $70K | Hold |
146
| – | – | 0.01% | 129 |
|
2023
Q1 | $69K | Hold |
146
| – | – | 0.01% | 141 |
|
2022
Q4 | $77K | Hold |
146
| – | – | 0.02% | 139 |
|
2022
Q3 | $74K | Hold |
146
| – | – | 0.02% | 136 |
|
2022
Q2 | $75K | Sell |
146
-10
| -6% | -$5.14K | 0.02% | 136 |
|
2022
Q1 | $80K | Buy |
156
+101
| +184% | +$51.8K | 0.02% | 145 |
|
2021
Q4 | $28K | Hold |
55
| – | – | 0.01% | 187 |
|
2021
Q3 | $21K | Hold |
55
| – | – | ﹤0.01% | 201 |
|
2021
Q2 | $22K | Hold |
55
| – | – | 0.01% | 210 |
|
2021
Q1 | $20K | Buy |
55
+9
| +20% | +$3.27K | ﹤0.01% | 210 |
|
2020
Q4 | $16K | Hold |
46
| – | – | ﹤0.01% | 208 |
|
2020
Q3 | $14K | Hold |
46
| – | – | ﹤0.01% | 214 |
|
2020
Q2 | $14K | Hold |
46
| – | – | ﹤0.01% | 227 |
|
2020
Q1 | $11K | Hold |
46
| – | – | ﹤0.01% | 240 |
|
2019
Q4 | $14K | Hold |
46
| – | – | ﹤0.01% | 243 |
|
2019
Q3 | $10K | Hold |
46
| – | – | ﹤0.01% | 260 |
|
2019
Q2 | $11K | Hold |
46
| – | – | ﹤0.01% | 253 |
|
2019
Q1 | $11K | Hold |
46
| – | – | ﹤0.01% | 220 |
|
2018
Q4 | $11K | Hold |
46
| – | – | ﹤0.01% | 201 |
|
2018
Q3 | $12K | Hold |
46
| – | – | ﹤0.01% | 205 |
|
2018
Q2 | $11K | Hold |
46
| – | – | ﹤0.01% | 218 |
|
2018
Q1 | $10K | Hold |
46
| – | – | ﹤0.01% | 239 |
|
2017
Q4 | $10K | Hold |
46
| – | – | ﹤0.01% | 232 |
|
2017
Q3 | $9K | Hold |
46
| – | – | ﹤0.01% | 201 |
|
2017
Q2 | $9K | Sell |
46
-290
| -86% | -$56.7K | ﹤0.01% | 202 |
|
2017
Q1 | $55K | Hold |
336
| – | – | 0.03% | 92 |
|
2016
Q4 | $54K | Buy |
336
+46
| +16% | +$7.39K | 0.03% | 96 |
|
2016
Q3 | $41K | Buy |
+290
| New | +$41K | 0.02% | 118 |
|