Roth Financial Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-435
| Closed | -$228K | – | 32 |
|
|
2025
Q1 | $228K | Hold |
435
| – | – | 0.09% | 29 |
|
|
2024
Q4 | $220K | Hold |
435
| – | – | 0.09% | 30 |
|
|
2024
Q3 | $254K | Hold |
435
| – | – | 0.1% | 28 |
|
|
2024
Q2 | $222K | Sell |
435
-27
| -6% | -$13.8K | 0.1% | 29 |
|
|
2024
Q1 | $229K | Hold |
462
| – | – | 0.1% | 27 |
|
|
2023
Q4 | $243K | Buy |
462
+129
| +39% | +$67.9K | 0.12% | 26 |
|
|
2023
Q3 | $168K | Hold |
333
| – | – | 0.11% | 24 |
|
|
2023
Q2 | $160K | Sell |
333
-28
| -8% | -$13.5K | 0.1% | 24 |
|
|
2023
Q1 | $171K | Sell |
361
-60
| -14% | -$28.4K | 0.11% | 22 |
|
|
2022
Q4 | $223K | Sell |
421
-86
| -17% | -$45.6K | 0.16% | 19 |
|
|
2022
Q3 | $256K | Hold |
507
| – | – | 0.21% | 20 |
|
|
2022
Q2 | $260K | Sell |
507
-299
| -37% | -$153K | 0.21% | 19 |
|
|
2022
Q1 | $411K | Buy |
806
+514
| +176% | +$262K | 0.3% | 17 |
|
|
2021
Q4 | $147K | Hold |
292
| – | – | 0.1% | 24 |
|
|
2021
Q3 | $114K | Hold |
292
| – | – | 0.09% | 25 |
|
|
2021
Q2 | $117K | Hold |
292
| – | – | 0.09% | 23 |
|
|
2021
Q1 | $109K | Hold |
292
| – | – | 0.09% | 22 |
|
|
2020
Q4 | $102K | Buy |
+292
| New | +$102K | 0.1% | 19 |
|