Rockline Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,305
| Closed | -$6.22M | – | 100 |
|
|
2024
Q4 | $6.22M | Buy |
12,305
+192
| +2% | +$97.1K | 1.66% | 13 |
|
|
2024
Q3 | $7.08M | Buy |
12,113
+430
| +4% | +$251K | 2% | 9 |
|
|
2024
Q2 | $5.95M | Buy |
11,683
+375
| +3% | +$191K | 1.84% | 11 |
|
|
2024
Q1 | $5.59M | Buy |
11,308
+246
| +2% | +$122K | 1.96% | 11 |
|
|
2023
Q4 | $5.82M | Buy |
+11,062
| New | +$5.82M | 2.42% | 5 |
|