Rockbridge Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $193K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $234K | Buy |
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|
2022
Q3 | $214K | Hold |
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|
2022
Q2 | $217K | Sell |
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|
2022
Q1 | $275K | Sell |
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|
2021
Q4 | $282K | Buy |
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|
2021
Q3 | $191K | Hold |
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|
2021
Q2 | $195K | Sell |
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|
2021
Q1 | $196K | Sell |
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|
2020
Q4 | $190K | Buy |
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|
2020
Q3 | $165K | Sell |
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|
2020
Q2 | $173K | Buy |
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