Werba Rubin Papier Wealth 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 | $230K | Sell |
738
-283
| -28% | -$88.2K | 0.04% | 194 |
|
|
2025
Q1 | $535K | Sell |
1,021
-11
| -1% | -$5.76K | 0.12% | 101 |
|
|
2024
Q4 | $522K | Sell |
1,032
-109
| -10% | -$55.2K | 0.12% | 100 |
|
|
2024
Q3 | $667K | Buy |
1,141
+151
| +15% | +$88.3K | 0.16% | 83 |
|
|
2024
Q2 | $504K | Buy |
990
+266
| +37% | +$135K | 0.14% | 84 |
|
|
2024
Q1 | $358K | Buy |
724
+49
| +7% | +$24.2K | 0.1% | 94 |
|
|
2023
Q4 | $355K | Buy |
675
+47
| +7% | +$24.8K | 0.12% | 73 |
|
|
2023
Q3 | $317K | Buy |
628
+1
| +0.2% | +$504 | 0.11% | 82 |
|
|
2023
Q2 | $301K | Buy |
+627
| New | +$301K | 0.1% | 86 |
|
|
2023
Q1 | – | Sell |
-388
| Closed | -$205K | – | 119 |
|
|
2022
Q4 | $205K | Buy |
+388
| New | +$205K | 0.08% | 96 |
|