RW Investment 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 | $207K | Buy |
665
+188
| +39% | +$58.7K | 0.02% | 105 |
|
|
2025
Q1 | $250K | Hold |
477
| – | – | 0.03% | 85 |
|
|
2024
Q4 | $241K | Sell |
477
-38
| -7% | -$19.2K | 0.03% | 88 |
|
|
2024
Q3 | $301K | Hold |
515
| – | – | 0.04% | 79 |
|
|
2024
Q2 | $262K | Hold |
515
| – | – | 0.04% | 79 |
|
|
2024
Q1 | $255K | Sell |
515
-150
| -23% | -$74.2K | 0.04% | 79 |
|
|
2023
Q4 | $350K | Sell |
665
-43
| -6% | -$22.6K | 0.05% | 66 |
|
|
2023
Q3 | $357K | Hold |
708
| – | – | 0.06% | 62 |
|
|
2023
Q2 | $340K | Hold |
708
| – | – | 0.07% | 66 |
|
|
2023
Q1 | $335K | Hold |
708
| – | – | 0.09% | 63 |
|
|
2022
Q4 | $375K | Buy |
+708
| New | +$375K | 0.15% | 53 |
|