RPCA
Running Point Capital Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-454
| Closed | -$239K | – | 166 |
|
|
2023
Q4 | $239K | Sell |
454
-32
| -7% | -$16.8K | 0.12% | 91 |
|
|
2023
Q3 | $245K | Buy |
486
+27
| +6% | +$13.6K | 0.14% | 82 |
|
|
2023
Q2 | $221K | Sell |
459
-22
| -5% | -$10.6K | 0.12% | 91 |
|
|
2023
Q1 | $227K | Buy |
481
+2
| +0.4% | +$945 | 0.14% | 87 |
|
|
2022
Q4 | $254K | Buy |
479
+20
| +4% | +$10.6K | 0.16% | 83 |
|
|
2022
Q3 | $232K | Buy |
+459
| New | +$232K | 0.15% | 83 |
|
|
2022
Q2 | – | Sell |
-467
| Closed | -$238K | – | 235 |
|
|
2022
Q1 | $238K | Buy |
467
+16
| +4% | +$8.15K | 0.14% | 84 |
|
|
2021
Q4 | $226K | Buy |
+451
| New | +$226K | 0.14% | 73 |
|