Tandem Investment 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 |
-559
| Closed | -$293K | – | 72 |
|
|
2025
Q1 | $293K | Sell |
559
-963
| -63% | -$505K | 0.01% | 63 |
|
|
2024
Q4 | $770K | Buy |
1,522
+1
| +0.1% | +$506 | 0.03% | 49 |
|
|
2024
Q3 | $889K | Buy |
1,521
+21
| +1% | +$12.3K | 0.03% | 48 |
|
|
2024
Q2 | $764K | Sell |
1,500
-31
| -2% | -$15.8K | 0.03% | 49 |
|
|
2024
Q1 | $757K | Sell |
1,531
-36
| -2% | -$17.8K | 0.03% | 51 |
|
|
2023
Q4 | $825K | Sell |
1,567
-33
| -2% | -$17.4K | 0.03% | 52 |
|
|
2023
Q3 | $807K | Sell |
1,600
-235
| -13% | -$118K | 0.03% | 56 |
|
|
2023
Q2 | $882K | Sell |
1,835
-104
| -5% | -$50K | 0.04% | 53 |
|
|
2023
Q1 | $916K | Buy |
1,939
+404
| +26% | +$191K | 0.04% | 54 |
|
|
2022
Q4 | $814K | Buy |
1,535
+279
| +22% | +$148K | 0.04% | 56 |
|
|
2022
Q3 | $634K | Buy |
+1,256
| New | +$634K | 0.04% | 59 |
|
|
2019
Q2 | – | Sell |
-859
| Closed | -$212K | – | 70 |
|
|
2019
Q1 | $212K | Sell |
859
-306
| -26% | -$75.5K | 0.05% | 68 |
|
|
2018
Q4 | $290K | Buy |
1,165
+269
| +30% | +$67K | 0.08% | 56 |
|
|
2018
Q3 | $238K | Buy |
+896
| New | +$238K | 0.07% | 57 |
|