Tanager 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 | – | Sell |
-428
| Closed | -$224K | – | 132 |
|
|
2025
Q1 | $224K | Buy |
+428
| New | +$224K | 0.03% | 110 |
|
|
2024
Q4 | – | Sell |
-417
| Closed | -$244K | – | 125 |
|
|
2024
Q3 | $244K | Buy |
+417
| New | +$244K | 0.03% | 93 |
|
|
2023
Q1 | – | Sell |
-577
| Closed | -$306K | – | 87 |
|
|
2022
Q4 | $306K | Buy |
+577
| New | +$306K | 0.08% | 57 |
|