Rockbridge Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-367
| Closed | -$193K | – | 591 |
|
|
2023
Q4 | $193K | Buy |
+367
| New | +$193K | 0.03% | 116 |
|
|
2023
Q1 | – | Sell |
-442
| Closed | -$234K | – | 113 |
|
|
2022
Q4 | $234K | Buy |
442
+19
| +4% | +$10.1K | 0.05% | 99 |
|
|
2022
Q3 | $214K | Hold |
423
| – | – | 0.05% | 94 |
|
|
2022
Q2 | $217K | Sell |
423
-113
| -21% | -$58K | 0.05% | 94 |
|
|
2022
Q1 | $275K | Sell |
536
-25
| -4% | -$12.8K | 0.04% | 127 |
|
|
2021
Q4 | $282K | Buy |
561
+73
| +15% | +$36.7K | 0.04% | 140 |
|
|
2021
Q3 | $191K | Hold |
488
| – | – | 0.03% | 156 |
|
|
2021
Q2 | $195K | Sell |
488
-39
| -7% | -$15.6K | 0.03% | 154 |
|
|
2021
Q1 | $196K | Sell |
527
-16
| -3% | -$5.95K | 0.04% | 140 |
|
|
2020
Q4 | $190K | Buy |
543
+14
| +3% | +$4.9K | 0.04% | 140 |
|
|
2020
Q3 | $165K | Sell |
529
-56
| -10% | -$17.5K | 0.04% | 135 |
|
|
2020
Q2 | $173K | Buy |
+585
| New | +$173K | 0.04% | 131 |
|