RTD Financial 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 | – | Sell |
-692
| Closed | -$362K | – | 120 |
|
|
2025
Q1 | $362K | Sell |
692
-36
| -5% | -$18.9K | 0.05% | 91 |
|
|
2024
Q4 | $368K | Sell |
728
-16
| -2% | -$8.09K | 0.05% | 92 |
|
|
2024
Q3 | $435K | Buy |
744
+45
| +6% | +$26.3K | 0.06% | 88 |
|
|
2024
Q2 | $356K | Hold |
699
| – | – | 0.05% | 95 |
|
|
2024
Q1 | $346K | Hold |
699
| – | – | 0.05% | 90 |
|
|
2023
Q4 | $368K | Hold |
699
| – | – | 0.05% | 87 |
|
|
2023
Q3 | $352K | Hold |
699
| – | – | 0.05% | 83 |
|
|
2023
Q2 | $336K | Hold |
699
| – | – | 0.05% | 87 |
|
|
2023
Q1 | $330K | Hold |
699
| – | – | 0.05% | 83 |
|
|
2022
Q4 | $371K | Sell |
699
-4
| -0.6% | -$2.12K | 0.06% | 76 |
|
|
2022
Q3 | $355K | Sell |
703
-96
| -12% | -$48.5K | 0.07% | 77 |
|
|
2022
Q2 | $410K | Sell |
799
-13
| -2% | -$6.67K | 0.06% | 84 |
|
|
2022
Q1 | $414K | Buy |
812
+134
| +20% | +$68.3K | 0.06% | 86 |
|
|
2021
Q4 | $340K | Buy |
+678
| New | +$340K | 0.04% | 95 |
|