RWA Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Sell |
10,267
-49,855
| -83% | -$15.6M | 0.04% | 199 |
|
|
2025
Q1 | $31.5M | Buy |
60,122
+91
| +0.2% | +$47.7K | 0.4% | 43 |
|
|
2024
Q4 | $30.4M | Buy |
60,031
+565
| +1% | +$286K | 0.37% | 45 |
|
|
2024
Q3 | $34.8M | Sell |
59,466
-89
| -0.1% | -$52K | 0.43% | 37 |
|
|
2024
Q2 | $30.3M | Buy |
59,555
+21,956
| +58% | +$11.2M | 0.4% | 42 |
|
|
2024
Q1 | $18.6M | Buy |
37,599
+3,640
| +11% | +$1.8M | 0.25% | 68 |
|
|
2023
Q4 | $17.9M | Buy |
33,959
+18,101
| +114% | +$9.53M | 0.26% | 66 |
|
|
2023
Q3 | $8M | Buy |
15,858
+1,153
| +8% | +$581K | 0.17% | 56 |
|
|
2023
Q2 | $7.07M | Buy |
14,705
+2,971
| +25% | +$1.43M | 0.15% | 61 |
|
|
2023
Q1 | $5.55M | Buy |
11,734
+563
| +5% | +$266K | 0.13% | 66 |
|
|
2022
Q4 | $5.51M | Buy |
11,171
+9,528
| +580% | +$4.7M | 0.14% | 69 |
|
|
2022
Q3 | $830K | Buy |
1,643
+125
| +8% | +$63.1K | 0.06% | 135 |
|
|
2022
Q2 | $780K | Buy |
1,518
+4
| +0.3% | +$2.06K | 0.05% | 139 |
|
|
2022
Q1 | $772K | Buy |
1,514
+64
| +4% | +$32.6K | 0.05% | 143 |
|
|
2021
Q4 | $728K | Buy |
1,450
+28
| +2% | +$14.1K | 0.05% | 149 |
|
|
2021
Q3 | $556K | Buy |
1,422
+68
| +5% | +$26.6K | 0.04% | 162 |
|
|
2021
Q2 | $542K | Sell |
1,354
-35
| -3% | -$14K | 0.04% | 160 |
|
|
2021
Q1 | $517K | Hold |
1,389
| – | – | 0.04% | 158 |
|
|
2020
Q4 | $487K | Sell |
1,389
-422
| -23% | -$148K | 0.04% | 158 |
|
|
2020
Q3 | $565K | Buy |
1,811
+30
| +2% | +$9.36K | 0.06% | 143 |
|
|
2020
Q2 | $525K | Buy |
1,781
+99
| +6% | +$29.2K | 0.06% | 143 |
|
|
2020
Q1 | $419K | Sell |
1,682
-258
| -13% | -$64.3K | 0.06% | 144 |
|
|
2019
Q4 | $570K | Buy |
1,940
+40
| +2% | +$11.8K | 0.06% | 157 |
|
|
2019
Q3 | $413K | Buy |
1,900
+697
| +58% | +$152K | 0.04% | 174 |
|
|
2019
Q2 | $293K | Hold |
1,203
| – | – | 0.03% | 189 |
|
|
2019
Q1 | $297K | Sell |
1,203
-16
| -1% | -$3.95K | 0.03% | 188 |
|
|
2018
Q4 | $304K | Buy |
1,219
+54
| +5% | +$13.5K | 0.04% | 177 |
|
|
2018
Q3 | $310K | Sell |
1,165
-50
| -4% | -$13.3K | 0.03% | 181 |
|
|
2018
Q2 | $298K | Buy |
1,215
+50
| +4% | +$12.3K | 0.03% | 191 |
|
|
2018
Q1 | $249K | Sell |
1,165
-22
| -2% | -$4.7K | 0.03% | 176 |
|
|
2017
Q4 | $262K | Buy |
1,187
+155
| +15% | +$34.2K | 0.03% | 202 |
|
|
2017
Q3 | $202K | Buy |
+1,032
| New | +$202K | 0.02% | 230 |
|