Tacita Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1K | Sell |
42
-70
| -63% | -$21.8K | 0.01% | 188 |
|
|
2025
Q1 | $58.7K | Hold |
112
| – | – | 0.04% | 117 |
|
|
2024
Q4 | $56.7K | Buy |
112
+70
| +167% | +$35.4K | 0.04% | 119 |
|
|
2024
Q3 | $24.6K | Hold |
42
| – | – | 0.02% | 163 |
|
|
2024
Q2 | $21.4K | Hold |
42
| – | – | 0.02% | 175 |
|
|
2024
Q1 | $20.8K | Sell |
42
-16
| -28% | -$7.92K | 0.01% | 175 |
|
|
2023
Q4 | $30.5K | Buy |
+58
| New | +$30.5K | 0.02% | 165 |
|
|
2022
Q4 | – | Sell |
-112
| Closed | -$57K | – | 201 |
|
|
2022
Q3 | $57K | Sell |
112
-28
| -20% | -$14.3K | 0.04% | 108 |
|
|
2022
Q2 | $72K | Sell |
140
-5
| -3% | -$2.57K | 0.05% | 112 |
|
|
2022
Q1 | $74K | Hold |
145
| – | – | 0.04% | 119 |
|
|
2021
Q4 | $73K | Hold |
145
| – | – | 0.04% | 114 |
|
|
2021
Q3 | $57K | Sell |
145
-30
| -17% | -$11.8K | 0.03% | 126 |
|
|
2021
Q2 | $70K | Buy |
+175
| New | +$70K | 0.04% | 116 |
|