TWA
Tandem Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Sell |
912
-122
| -12% | -$38.1K | 0.14% | 46 |
|
|
2025
Q1 | $542K | Buy |
1,034
+154
| +18% | +$80.7K | 0.28% | 28 |
|
|
2024
Q4 | $445K | Buy |
880
+46
| +6% | +$23.3K | 0.23% | 32 |
|
|
2024
Q3 | $488K | Buy |
834
+53
| +7% | +$31K | 0.25% | 30 |
|
|
2024
Q2 | $398K | Hold |
781
| – | – | 0.21% | 32 |
|
|
2024
Q1 | $386K | Hold |
781
| – | – | 0.21% | 32 |
|
|
2023
Q4 | $411K | Hold |
781
| – | – | 0.24% | 28 |
|
|
2023
Q3 | $394K | Sell |
781
-8
| -1% | -$4.03K | 0.24% | 25 |
|
|
2023
Q2 | $379K | Buy |
789
+74
| +10% | +$35.6K | 0.23% | 28 |
|
|
2023
Q1 | $338K | Hold |
715
| – | – | 0.21% | 29 |
|
|
2022
Q4 | $379K | Buy |
+715
| New | +$379K | 0.24% | 30 |
|