RCWM
Royal Capital Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
6,451
+21
| +0.3% | +$6.55K | 1.34% | 20 |
|
|
2025
Q1 | $3.37M | Buy |
6,430
+12
| +0.2% | +$6.29K | 2.36% | 12 |
|
|
2024
Q4 | $3.25M | Sell |
6,418
-58
| -0.9% | -$29.3K | 2.28% | 12 |
|
|
2024
Q3 | $3.79M | Sell |
6,476
-155
| -2% | -$90.6K | 2.68% | 12 |
|
|
2024
Q2 | $3.38M | Sell |
6,631
-35
| -0.5% | -$17.8K | 2.54% | 13 |
|
|
2024
Q1 | $3.3M | Sell |
6,666
-14
| -0.2% | -$6.93K | 2.59% | 10 |
|
|
2023
Q4 | $3.52M | Sell |
6,680
-85
| -1% | -$44.7K | 3.05% | 7 |
|
|
2023
Q3 | $3.41M | Buy |
6,765
+11
| +0.2% | +$5.55K | 3.27% | 7 |
|
|
2023
Q2 | $3.25M | Sell |
6,754
-107
| -2% | -$51.4K | 3.06% | 7 |
|
|
2023
Q1 | $3.24M | Sell |
6,861
-255
| -4% | -$120K | 3.26% | 8 |
|
|
2022
Q4 | $3.77M | Sell |
7,116
-41
| -0.6% | -$21.7K | 4.01% | 6 |
|
|
2022
Q3 | $3.61M | Buy |
7,157
+9
| +0.1% | +$4.55K | 4.21% | 5 |
|
|
2022
Q2 | $3.67M | Sell |
7,148
-35
| -0.5% | -$18K | 3.98% | 5 |
|
|
2022
Q1 | $3.66M | Buy |
7,183
+3
| +0% | +$1.53K | 3.58% | 4 |
|
|
2021
Q4 | $3.61M | Buy |
+7,180
| New | +$3.61M | 3.5% | 5 |
|