Rowlandmiller & 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 | $737K | Buy |
2,363
+2,123
| +885% | +$662K | 0.15% | 90 |
|
|
2025
Q1 | $126K | Hold |
240
| – | – | 0.03% | 168 |
|
|
2024
Q4 | $121K | Sell |
240
-5
| -2% | -$2.53K | 0.03% | 170 |
|
|
2024
Q3 | $143K | Hold |
245
| – | – | 0.03% | 157 |
|
|
2024
Q2 | $125K | Hold |
245
| – | – | 0.03% | 160 |
|
|
2024
Q1 | $121K | Hold |
245
| – | – | 0.03% | 170 |
|
|
2023
Q4 | $129K | Hold |
245
| – | – | 0.03% | 158 |
|
|
2023
Q3 | $124K | Sell |
245
-44
| -15% | -$22.2K | 0.03% | 159 |
|
|
2023
Q2 | $139K | Buy |
289
+3
| +1% | +$1.44K | 0.03% | 161 |
|
|
2023
Q1 | $135K | Hold |
286
| – | – | 0.03% | 160 |
|
|
2022
Q4 | $148K | Hold |
286
| – | – | 0.04% | 156 |
|
|
2022
Q3 | $144K | Buy |
286
+49
| +21% | +$24.7K | 0.04% | 153 |
|
|
2022
Q2 | $122K | Hold |
237
| – | – | 0.03% | 162 |
|
|
2022
Q1 | $121K | Sell |
237
-100
| -30% | -$51K | 0.03% | 165 |
|
|
2021
Q4 | $169K | Buy |
+337
| New | +$169K | 0.04% | 151 |
|
|
2021
Q3 | – | Sell |
-337
| Closed | -$135K | – | 185 |
|
|
2021
Q2 | $135K | Hold |
337
| – | – | 0.03% | 160 |
|
|
2021
Q1 | $125K | Hold |
337
| – | – | 0.03% | 155 |
|
|
2020
Q4 | $118K | Buy |
+337
| New | +$118K | 0.03% | 156 |
|