Rossmore Private Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Sell |
5,101
-712
| -12% | -$222K | 0.19% | 94 |
|
|
2025
Q1 | $3.04M | Sell |
5,813
-47
| -0.8% | -$24.6K | 0.37% | 56 |
|
|
2024
Q4 | $2.96M | Hold |
5,860
| – | – | 0.37% | 58 |
|
|
2024
Q3 | $3.43M | Sell |
5,860
-20
| -0.3% | -$11.7K | 0.42% | 53 |
|
|
2024
Q2 | $2.99M | Sell |
5,880
-24
| -0.4% | -$12.2K | 0.39% | 56 |
|
|
2024
Q1 | $2.92M | Buy |
5,904
+15
| +0.3% | +$7.42K | 0.38% | 60 |
|
|
2023
Q4 | $3.1M | Hold |
5,889
| – | – | 0.44% | 55 |
|
|
2023
Q3 | $2.97M | Sell |
5,889
-1
| -0% | -$504 | 0.45% | 53 |
|
|
2023
Q2 | $2.83M | Sell |
5,890
-5
| -0.1% | -$2.4K | 0.42% | 56 |
|
|
2023
Q1 | $2.79M | Sell |
5,895
-540
| -8% | -$255K | 0.44% | 55 |
|
|
2022
Q4 | $3.41M | Sell |
6,435
-19
| -0.3% | -$10.1K | 0.55% | 46 |
|
|
2022
Q3 | $3.26M | Buy |
6,454
+25
| +0.4% | +$12.6K | 0.58% | 42 |
|
|
2022
Q2 | $3.3M | Sell |
6,429
-89
| -1% | -$45.7K | 0.57% | 44 |
|
|
2022
Q1 | $3.32M | Buy |
6,518
+5
| +0.1% | +$2.55K | 0.52% | 50 |
|
|
2021
Q4 | $3.27M | Buy |
6,513
+35
| +0.5% | +$17.6K | 0.51% | 55 |
|
|
2021
Q3 | $2.53M | Hold |
6,478
| – | – | 0.43% | 61 |
|
|
2021
Q2 | $2.59M | Sell |
6,478
-157
| -2% | -$62.9K | 0.44% | 56 |
|
|
2021
Q1 | $2.47M | Sell |
6,635
-40
| -0.6% | -$14.9K | 0.46% | 56 |
|
|
2020
Q4 | $2.34M | Sell |
6,675
-21
| -0.3% | -$7.37K | 0.47% | 55 |
|
|
2020
Q3 | $2.09M | Buy |
6,696
+427
| +7% | +$133K | 0.49% | 56 |
|
|
2020
Q2 | $1.85M | Buy |
6,269
+1,825
| +41% | +$538K | 0.51% | 52 |
|
|
2020
Q1 | $1.11M | Buy |
+4,444
| New | +$1.11M | 0.38% | 65 |
|
|
2018
Q1 | – | Sell |
-601
| Closed | -$132K | – | 388 |
|
|
2017
Q4 | $132K | Buy |
+601
| New | +$132K | 0.13% | 112 |
|