Tanglewood Legacy 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 |
-22
| Closed | -$11.5K | – | 302 |
|
|
2025
Q1 | $11.5K | Sell |
22
-100
| -82% | -$52.4K | 0.01% | 247 |
|
|
2024
Q4 | $61.7K | Hold |
122
| – | – | 0.03% | 161 |
|
|
2024
Q3 | $71.3K | Hold |
122
| – | – | 0.03% | 141 |
|
|
2024
Q2 | $62.1K | Hold |
122
| – | – | 0.03% | 144 |
|
|
2024
Q1 | $60.4K | Hold |
122
| – | – | 0.03% | 147 |
|
|
2023
Q4 | $64.2K | Hold |
122
| – | – | 0.04% | 133 |
|
|
2023
Q3 | $61.5K | Hold |
122
| – | – | 0.04% | 140 |
|
|
2023
Q2 | $58.6K | Hold |
122
| – | – | 0.03% | 148 |
|
|
2023
Q1 | $57.7K | Hold |
122
| – | – | 0.04% | 140 |
|
|
2022
Q4 | $64.7K | Buy |
+122
| New | +$64.7K | 0.05% | 117 |
|