Trail Ridge Investment 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 |
-2,739
| Closed | -$1.43M | – | 106 |
|
|
2025
Q1 | $1.43M | Sell |
2,739
-216
| -7% | -$113K | 0.74% | 36 |
|
|
2024
Q4 | $1.49M | Buy |
2,955
+16
| +0.5% | +$8.09K | 0.71% | 39 |
|
|
2024
Q3 | $1.66M | Sell |
2,939
-69
| -2% | -$39K | 0.79% | 36 |
|
|
2024
Q2 | $1.53M | Buy |
3,008
+342
| +13% | +$174K | 0.79% | 35 |
|
|
2024
Q1 | $1.32M | Sell |
2,666
-184
| -6% | -$91K | 0.75% | 39 |
|
|
2023
Q4 | $1.5M | Sell |
2,850
-24
| -0.8% | -$12.6K | 0.92% | 33 |
|
|
2023
Q3 | $1.45M | Buy |
2,874
+19
| +0.7% | +$9.58K | 0.99% | 29 |
|
|
2023
Q2 | $1.37M | Sell |
2,855
-39
| -1% | -$18.7K | 0.85% | 40 |
|
|
2023
Q1 | $1.37M | Sell |
2,894
-268
| -8% | -$127K | 0.89% | 37 |
|
|
2022
Q4 | $1.68M | Buy |
3,162
+39
| +1% | +$20.7K | 1.15% | 27 |
|
|
2022
Q3 | $1.63M | Buy |
3,123
+37
| +1% | +$19.3K | 1.08% | 29 |
|
|
2022
Q2 | $1.59M | Buy |
3,086
+3
| +0.1% | +$1.54K | 1.07% | 25 |
|
|
2022
Q1 | $1.57M | Buy |
3,083
+60
| +2% | +$30.6K | 0.97% | 29 |
|
|
2021
Q4 | $1.52M | Buy |
+3,023
| New | +$1.52M | 0.91% | 35 |
|