Tandem Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Sell |
|
|||||
|
2025
Q1 | $542K | Buy |
|
|||||
|
2024
Q4 | $445K | Buy |
|
|||||
|
2024
Q3 | $488K | Buy |
|
|||||
|
2024
Q2 | $398K | Hold |
|
|||||
|
2024
Q1 | $386K | Hold |
|
|||||
|
2023
Q4 | $411K | Hold |
|
|||||
|
2023
Q3 | $394K | Sell |
|
|||||
|
2023
Q2 | $379K | Buy |
|
|||||
|
2023
Q1 | $338K | Hold |
|
|||||
|
2022
Q4 | $379K | Buy |
|