Talisman Wealth 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 |
-555
| Closed | -$291K | – | 114 |
|
|
2025
Q1 | $291K | Sell |
555
-109
| -16% | -$57.1K | 0.3% | 78 |
|
|
2024
Q4 | $336K | Sell |
664
-8
| -1% | -$4.05K | 0.36% | 68 |
|
|
2024
Q3 | $391K | Hold |
672
| – | – | 0.41% | 61 |
|
|
2024
Q2 | $342K | Buy |
672
+74
| +12% | +$37.7K | 0.4% | 64 |
|
|
2024
Q1 | $296K | Hold |
598
| – | – | 0.37% | 70 |
|
|
2023
Q4 | $315K | Buy |
598
+10
| +2% | +$5.27K | 0.47% | 62 |
|
|
2023
Q3 | $296K | Buy |
588
+21
| +4% | +$10.6K | 0.51% | 62 |
|
|
2023
Q2 | $272K | Buy |
567
+54
| +11% | +$25.9K | 0.46% | 67 |
|
|
2023
Q1 | $243K | Buy |
+513
| New | +$243K | 0.44% | 74 |
|