Tarbox Family Office’s UnitedHealth UNH Stock Holding History

Tarbox Family Office’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-375	Closed	-$219K	–	109
2024 Q3	$219K	Buy	+375	New	+$219K	0.04%	106
2023 Q4	–	Sell	-426	Closed	-$215K	–	104
2023 Q3	$215K	Buy	+426	New	+$215K	0.04%	96
2022 Q2	–	Sell	-378	Closed	-$193K	–	931
2022 Q1	$193K	Sell	378 -206	-35%	-$105K	0.04%	93
2021 Q4	$293K	Buy	584 +10	+2%	+$5.02K	0.05%	110
2021 Q3	$224K	Sell	574 -300	-34%	-$117K	0.04%	126
2021 Q2	$350K	Buy	874 +300	+52%	+$120K	0.06%	107
2021 Q1	$214K	Hold	574	–	–	0.04%	118
2020 Q4	$201K	Hold	574	–	–	0.04%	118
2020 Q3	$179K	Sell	574 -104	-15%	-$32.4K	0.04%	124
2020 Q2	$200K	Sell	678 -22	-3%	-$6.49K	0.05%	113
2020 Q1	$175K	Sell	700 -5	-0.7%	-$1.25K	0.06%	112
2019 Q4	$207K	Buy	705 +277	+65%	+$81.3K	0.06%	110
2019 Q3	$93K	Hold	428	–	–	0.03%	125
2019 Q2	$104K	Buy	428 +28	+7%	+$6.8K	0.03%	121
2019 Q1	$99K	Sell	400 -2	-0.5%	-$495	0.04%	118
2018 Q4	$100K	Buy	402 +3	+0.8%	+$746	0.04%	113
2018 Q3	$106K	Hold	399	–	–	0.04%	117
2018 Q2	$98K	Hold	399	–	–	0.04%	122
2018 Q1	$85K	Buy	399 +40	+11%	+$8.52K	0.03%	132
2017 Q4	$79K	Hold	359	–	–	0.03%	143
2017 Q3	$70K	Buy	359 +33	+10%	+$6.44K	0.03%	142
2017 Q2	$60K	Hold	326	–	–	0.03%	139
2017 Q1	$53K	Hold	326	–	–	0.03%	137
2016 Q4	$52K	Hold	326	–	–	0.03%	113
2016 Q3	$46K	Buy	326 +8	+3%	+$1.13K	0.03%	113
2016 Q2	$45K	Buy	318 +3	+1%	+$425	0.03%	113
2016 Q1	$41K	Sell	315 -4	-1%	-$521	0.03%	123
2015 Q4	$38K	Sell	319 -26	-8%	-$3.1K	0.03%	106
2015 Q3	$40K	Buy	345 +1	+0.3%	+$116	0.04%	102
2015 Q2	$42K	Hold	344	–	–	0.04%	108
2015 Q1	$41K	Hold	344	–	–	0.04%	111
2014 Q4	$35K	Hold	344	–	–	0.03%	118
2014 Q3	$30K	Buy	344 +26	+8%	+$2.27K	0.03%	127
2014 Q2	$25K	Hold	318	–	–	0.02%	140
2014 Q1	$25K	Sell	318 -2	-0.6%	-$157	0.02%	153
2013 Q4	$24K	Buy	+320	New	+$24K	0.02%	189