Moisand Fitzgerald Tamayo’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.9K | Hold |
224
| – | – | 0.01% | 165 |
|
|
2025
Q1 | $117K | Hold |
224
| – | – | 0.02% | 135 |
|
|
2024
Q4 | $113K | Hold |
224
| – | – | 0.02% | 135 |
|
|
2024
Q3 | $131K | Sell |
224
-29
| -11% | -$17K | 0.02% | 131 |
|
|
2024
Q2 | $129K | Buy |
253
+29
| +13% | +$14.8K | 0.02% | 124 |
|
|
2024
Q1 | $111K | Sell |
224
-4
| -2% | -$1.98K | 0.02% | 127 |
|
|
2023
Q4 | $120K | Hold |
228
| – | – | 0.02% | 124 |
|
|
2023
Q3 | $115K | Buy |
228
+4
| +2% | +$2.02K | 0.02% | 122 |
|
|
2023
Q2 | $108K | Sell |
224
-104
| -32% | -$50K | 0.02% | 120 |
|
|
2023
Q1 | $155K | Buy |
328
+104
| +46% | +$49.2K | 0.03% | 109 |
|
|
2022
Q4 | $119K | Buy |
224
+103
| +85% | +$54.6K | 0.03% | 117 |
|
|
2022
Q3 | $61K | Buy |
121
+114
| +1,629% | +$57.5K | 0.02% | 147 |
|
|
2022
Q2 | $4K | Sell |
7
-6
| -46% | -$3.43K | ﹤0.01% | 349 |
|
|
2022
Q1 | $7K | Buy |
+13
| New | +$7K | ﹤0.01% | 221 |
|
|
2021
Q3 | – | Sell |
-25
| Closed | -$10K | – | 420 |
|
|
2021
Q2 | $10K | Buy |
25
+20
| +400% | +$8K | ﹤0.01% | 267 |
|
|
2021
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 314 |
|
|
2020
Q4 | $2K | Hold |
5
| – | – | ﹤0.01% | 307 |
|
|
2020
Q3 | $2K | Sell |
5
-5
| -50% | -$2K | ﹤0.01% | 289 |
|
|
2020
Q2 | $3K | Sell |
10
-25
| -71% | -$7.5K | ﹤0.01% | 261 |
|
|
2020
Q1 | $9K | Hold |
35
| – | – | 0.01% | 175 |
|
|
2019
Q4 | $10K | Hold |
35
| – | – | 0.01% | 199 |
|
|
2019
Q3 | $8K | Hold |
35
| – | – | ﹤0.01% | 208 |
|
|
2019
Q2 | $9K | Hold |
35
| – | – | ﹤0.01% | 200 |
|
|
2019
Q1 | $9K | Hold |
35
| – | – | 0.01% | 203 |
|
|
2018
Q4 | $9K | Hold |
35
| – | – | 0.01% | 196 |
|
|
2018
Q3 | $9K | Hold |
35
| – | – | 0.01% | 214 |
|
|
2018
Q2 | $9K | Hold |
35
| – | – | 0.01% | 201 |
|
|
2018
Q1 | $7K | Hold |
35
| – | – | ﹤0.01% | 230 |
|
|
2017
Q4 | $8K | Hold |
35
| – | – | ﹤0.01% | 198 |
|
|
2017
Q3 | $7K | Buy |
+35
| New | +$7K | ﹤0.01% | 223 |
|