Romano Brothers & Co’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$810K Sell
2,596
-1,523
-37% -$475K 0.1% 182
2025
Q1
$2.16M Sell
4,119
-62
-1% -$32.5K 0.28% 98
2024
Q4
$2.11M Sell
4,181
-55
-1% -$27.8K 0.27% 101
2024
Q3
$2.48M Buy
4,236
+58
+1% +$33.9K 0.31% 98
2024
Q2
$2.13M Buy
4,178
+32
+0.8% +$16.3K 0.29% 99
2024
Q1
$2.05M Buy
4,146
+345
+9% +$171K 0.28% 108
2023
Q4
$2M Sell
3,801
-33
-0.9% -$17.4K 0.3% 96
2023
Q3
$1.93M Buy
3,834
+30
+0.8% +$15.1K 0.3% 98
2023
Q2
$1.83M Buy
3,804
+37
+1% +$17.8K 0.27% 104
2023
Q1
$1.78M Buy
3,767
+83
+2% +$39.2K 0.27% 107
2022
Q4
$1.95M Buy
3,684
+697
+23% +$370K 0.3% 99
2022
Q3
$1.51M Buy
+2,987
New +$1.51M 0.24% 110