WD Rutherford’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-470
| Closed | -$238K | – | 80 |
|
|
2024
Q4 | $238K | Sell |
470
-67
| -12% | -$33.9K | 0.11% | 71 |
|
|
2024
Q3 | $314K | Sell |
537
-1,098
| -67% | -$642K | 0.15% | 70 |
|
|
2024
Q2 | $833K | Sell |
1,635
-550
| -25% | -$280K | 0.42% | 58 |
|
|
2024
Q1 | $1.08M | Sell |
2,185
-30
| -1% | -$14.8K | 0.56% | 51 |
|
|
2023
Q4 | $1.14M | Sell |
2,215
-55
| -2% | -$28.2K | 0.66% | 45 |
|
|
2023
Q3 | $1.14M | Sell |
2,270
-1,910
| -46% | -$963K | 0.78% | 43 |
|
|
2023
Q2 | $2.01M | Sell |
4,180
-150
| -3% | -$72.1K | 1.28% | 32 |
|
|
2023
Q1 | $2.05M | Sell |
4,330
-30
| -0.7% | -$14.2K | 1.44% | 29 |
|
|
2022
Q4 | $2.31M | Hold |
4,360
| – | – | 1.81% | 25 |
|
|
2022
Q3 | $2.2M | Sell |
4,360
-65
| -1% | -$32.8K | 1.77% | 26 |
|
|
2022
Q2 | $2.27M | Buy |
4,425
+70
| +2% | +$36K | 1.76% | 26 |
|
|
2022
Q1 | $2.22M | Sell |
4,355
-25
| -0.6% | -$12.8K | 1.27% | 35 |
|
|
2021
Q4 | $2.2M | Sell |
4,380
-110
| -2% | -$55.2K | 1.11% | 39 |
|
|
2021
Q3 | $1.75M | Sell |
4,490
-55
| -1% | -$21.5K | 0.95% | 41 |
|
|
2021
Q2 | $1.82M | Hold |
4,545
| – | – | 1.01% | 39 |
|
|
2021
Q1 | $1.69M | Buy |
4,545
+185
| +4% | +$68.8K | 1.05% | 39 |
|
|
2020
Q4 | $1.53M | Buy |
+4,360
| New | +$1.53M | 0.97% | 36 |
|