Round Rock 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 | $3.15M | Sell |
10,103
-38
| -0.4% | -$11.9K | 0.54% | 34 |
|
|
2025
Q1 | $5.31M | Sell |
10,141
-69
| -0.7% | -$36.1K | 0.99% | 21 |
|
|
2024
Q4 | $5.16M | Sell |
10,210
-447
| -4% | -$226K | 1.06% | 18 |
|
|
2024
Q3 | $6.23M | Hold |
10,657
| – | – | 1.46% | 17 |
|
|
2024
Q2 | $5.43M | Buy |
10,657
+426
| +4% | +$217K | 1.32% | 17 |
|
|
2024
Q1 | $5.06M | Sell |
10,231
-1,683
| -14% | -$833K | 1.21% | 18 |
|
|
2023
Q4 | $6.27M | Buy |
+11,914
| New | +$6.27M | 1.58% | 15 |
|