Rooted Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Buy |
1,890
+972
| +106% | +$296K | 0.2% | 60 |
|
|
2025
Q1 | $482K | Buy |
918
+54
| +6% | +$28.4K | 0.21% | 58 |
|
|
2024
Q4 | $444K | Buy |
864
+293
| +51% | +$151K | 0.17% | 64 |
|
|
2024
Q3 | $333K | Buy |
+571
| New | +$333K | 0.15% | 70 |
|
|
2024
Q1 | – | Sell |
-449
| Closed | -$229K | – | 83 |
|
|
2023
Q4 | $229K | Sell |
449
-33
| -7% | -$16.8K | 0.12% | 70 |
|
|
2023
Q3 | $259K | Sell |
482
-26
| -5% | -$14K | 0.16% | 66 |
|
|
2023
Q2 | $239K | Buy |
508
+32
| +7% | +$15.1K | 0.16% | 67 |
|
|
2023
Q1 | $244K | Sell |
476
-80
| -14% | -$41K | 0.18% | 68 |
|
|
2022
Q4 | $295K | Buy |
+556
| New | +$295K | 0.25% | 50 |
|