Rothschild Investment LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Buy |
10,878
+4,999
| +85% | +$1.56M | 0.21% | 107 |
|
|
2025
Q1 | $3.08M | Sell |
5,879
-520
| -8% | -$272K | 0.21% | 107 |
|
|
2024
Q4 | $3.24M | Buy |
6,399
+146
| +2% | +$73.9K | 0.21% | 108 |
|
|
2024
Q3 | $3.66M | Buy |
6,253
+309
| +5% | +$181K | 0.24% | 97 |
|
|
2024
Q2 | $3.03M | Buy |
5,944
+1,560
| +36% | +$794K | 0.21% | 103 |
|
|
2024
Q1 | $2.17M | Buy |
4,384
+2,357
| +116% | +$1.17M | 0.16% | 125 |
|
|
2023
Q4 | $1.07M | Sell |
2,027
-2,232
| -52% | -$1.18M | 0.09% | 182 |
|
|
2023
Q3 | $2.15M | Buy |
4,259
+342
| +9% | +$172K | 0.18% | 124 |
|
|
2023
Q2 | $1.88M | Buy |
3,917
+888
| +29% | +$427K | 0.16% | 133 |
|
|
2023
Q1 | $1.43M | Buy |
3,029
+11
| +0.4% | +$5.2K | 0.13% | 162 |
|
|
2022
Q4 | $1.6M | Sell |
3,018
-21
| -0.7% | -$11.1K | 0.15% | 146 |
|
|
2022
Q3 | $1.54M | Sell |
3,039
-11
| -0.4% | -$5.56K | 0.15% | 147 |
|
|
2022
Q2 | $1.57M | Hold |
3,050
| – | – | 0.14% | 148 |
|
|
2022
Q1 | $1.56M | Sell |
3,050
-12
| -0.4% | -$6.12K | 0.12% | 166 |
|
|
2021
Q4 | $1.54M | Sell |
3,062
-50
| -2% | -$25.1K | 0.12% | 169 |
|
|
2021
Q3 | $1.22M | Sell |
3,112
-1,851
| -37% | -$723K | 0.1% | 192 |
|
|
2021
Q2 | $1.99M | Buy |
4,963
+180
| +4% | +$72.1K | 0.16% | 138 |
|
|
2021
Q1 | $1.78M | Buy |
4,783
+1,477
| +45% | +$550K | 0.15% | 142 |
|
|
2020
Q4 | $1.16M | Sell |
3,306
-366
| -10% | -$128K | 0.11% | 181 |
|
|
2020
Q3 | $1.14M | Hold |
3,672
| – | – | 0.12% | 156 |
|
|
2020
Q2 | $1.08M | Sell |
3,672
-4,646
| -56% | -$1.37M | 0.13% | 155 |
|
|
2020
Q1 | $2.07M | Buy |
8,318
+148
| +2% | +$36.9K | 0.27% | 98 |
|
|
2019
Q4 | $2.4M | Buy |
+8,170
| New | +$2.4M | 0.24% | 114 |
|
|
2017
Q3 | – | Sell |
-1,194
| Closed | -$221K | – | 434 |
|
|
2017
Q2 | $221K | Buy |
+1,194
| New | +$221K | 0.03% | 401 |
|