Ruedi Wealth Management’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 |
-87
| Closed | -$45.8K | – | 301 |
|
|
2025
Q1 | $45.8K | Hold |
87
| – | – | 0.01% | 91 |
|
|
2024
Q4 | $44.3K | Hold |
87
| – | – | 0.01% | 90 |
|
|
2024
Q3 | $51.2K | Sell |
87
-11
| -11% | -$6.47K | 0.02% | 86 |
|
|
2024
Q2 | $50.2K | Buy |
98
+22
| +29% | +$11.3K | 0.02% | 85 |
|
|
2024
Q1 | $37.8K | Buy |
76
+28
| +58% | +$13.9K | 0.02% | 97 |
|
|
2023
Q4 | $25.4K | Sell |
48
-73
| -60% | -$38.7K | 0.01% | 104 |
|
|
2023
Q3 | $61.1K | Hold |
121
| – | – | 0.04% | 69 |
|
|
2023
Q2 | $58.2K | Hold |
121
| – | – | 0.03% | 70 |
|
|
2023
Q1 | $57.2K | Hold |
121
| – | – | 0.04% | 75 |
|
|
2022
Q4 | $64.2K | Buy |
+121
| New | +$64.2K | 0.05% | 66 |
|